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IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Delisted

IBHC was delisted on the 15th of December, 2023.

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69 hedge funds and large institutions have $129M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $111M → $129M (+$18.1M)

11% more funds holding

Funds holding: 62 → 69 (+7)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
TMD Wealth Management
Arizona
+$10M
2
Jane Street
Jane Street
New York
+$6.56M
3
EWA
EP Wealth Advisors
California
+$2.35M
4
ADL
Asset Dedication LLC
California
+$1.74M
5
Bank of America
Bank of America
North Carolina
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
ACM
Absolute Capital Management
Pennsylvania
-$6.16M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.99M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.32M
4
NA
NewEdge Advisors
Louisiana
-$594K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
51
BBJS Financial Advisors
Washington
$253K – – –
B
52
Bensler
Washington
$230K – – –
B
53
Bellecapital
Switzerland
$222K -$390K -16,552 -64%
PA
54
Parallel Advisors
California
$213K +$165K +7,016 +351%
AWS
55
Atria Wealth Solutions
New York
$207K -$223K -9,468 -52%
TWM
56
Tradition Wealth Management
Minnesota
$200K +$1.29K +55 +0.7%
SS
57
Sunbelt Securities
Texas
$192K -$17.7K -750 -8%
EW
58
Element Wealth
Mississippi
$122K +$13K +554 +12%
SC
59
Schubert & Co
Texas
$80.3K +$80.1K +3,400 New
FFA
60
Farther Finance Advisors
California
$64.7K +$43.6K +1,853 +209%
TCCM
61
Timber Creek Capital Management
Massachusetts
$63.2K -$81.1K -3,445 -56%
UBS Group
62
UBS Group
Switzerland
$59.6K +$59.5K +2,526 New
BCPWM
63
Bradley & Co Private Wealth Management
Florida
$30.4K – – –
GRP
64
Global Retirement Partners
California
$5.07K +$5.06K +215 New
US Bancorp
65
US Bancorp
Minnesota
$2.64K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.59K +$127K +5,411 +5%
FNBOSM
67
First National Bank of South Miami
Florida
$2.01K – – –
IAS
68
IMA Advisory Services
Colorado
$24 – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$24 +$24 +1 New
ACM
70
Absolute Capital Management
Pennsylvania
– -$6.16M -262,290 Closed
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
– -$414K -17,648 Closed
MAM
72
McLean Asset Management
Virginia
– -$412K -17,542 Closed
HL
73
HeadInvest LLC
Maine
– -$231K -9,850 Closed
CFD
74
Creative Financial Designs
Indiana
– -$6.75K -287 Closed
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IBHC Hedge Fund Activity: Q1 2023 in Review

69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q1 2023, worth a combined $129M — up 16% from $111M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBHC positions and 5 closed out — a net gain of 8 holders — while 33 added to existing stakes and 14 trimmed.

The largest buyer was TMD Wealth Management, adding an estimated $10M. The largest seller was Absolute Capital Management, exiting entirely with an estimated $6.16M sold.

  • 69 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $129M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 13 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q1 2023 was TMD Wealth Management, an estimated $10M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q1 2023 was Absolute Capital Management, an estimated $6.16M sold.

Based on aggregated 13F filings for Q1 2023.