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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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72 hedge funds and large institutions have $108M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 69 → 72 (+3)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

16% less capital invested

Capital invested by funds: $129M → $108M (-$20.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$4.63M
2
AWM
AE Wealth Management
Kansas
+$969K
3
ADL
Asset Dedication LLC
California
+$705K
4
Morgan Stanley
Morgan Stanley
New York
+$619K
5
SHFP
Second Half Financial Partners
Florida
+$552K

Top Sellers

Rank Fund Capital Flow
1
TWM
TMD Wealth Management
Arizona
-$17.5M
2
EWA
EP Wealth Advisors
California
-$3.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.4M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.2M
5
Jane Street
Jane Street
New York
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$255K -$1.13M -47,954 -82%
B
52
Bensler
Washington
$230K – – –
BFA
53
BBJS Financial Advisors
Washington
$229K -$23.6K -1,000 -9%
PA
54
Parallel Advisors
California
$213K – – –
AWS
55
Atria Wealth Solutions
New York
$208K +$637 +27 +0.3%
TWM
56
Tradition Wealth Management
Minnesota
$202K +$2.17K +92 +1%
HF
57
HRT Financial
New York
$202K +$202K +8,568 New
SS
58
Sunbelt Securities
Texas
$193K – – –
UBS Group
59
UBS Group
Switzerland
$129K +$69.1K +2,929 +116%
AF
60
Arrow Financial
New York
$127K -$496K -21,037 -80%
EW
61
Element Wealth
Mississippi
$122K – – –
TSWM
62
Tyler-Stone Wealth Management
Ohio
$84K +$84K +3,561 New
FFA
63
Farther Finance Advisors
California
$75.9K +$11.1K +470 +17%
TCCM
64
Timber Creek Capital Management
Massachusetts
$63.2K -$71 -3 -0.1%
SF
65
Safeguard Financial
Wisconsin
$37K +$37.7K +1,597 New
BCPWM
66
Bradley & Co Private Wealth Management
Florida
$23.6K -$6.75K -286 -22%
PTC
67
Private Trust Company
Ohio
$9.97K +$9.95K +422 New
GRP
68
Global Retirement Partners
California
$5.08K – – –
US Bancorp
69
US Bancorp
Minnesota
$2.65K – – –
GBT
70
Grove Bank & Trust
Florida
$2.01K +$2K +85 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$71 +$47 +2 +200%
IAS
72
IMA Advisory Services
Colorado
$24 – – –
TWM
73
TMD Wealth Management
Arizona
– -$17.5M -741,751 Closed
CW
74
CreativeOne Wealth
Kansas
– -$572K -24,218 Closed
MHS
75
M Holdings Securities
Oregon
– -$426K -18,059 Closed
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3
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IBHC Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q2 2023, worth a combined $108M — down 16% from $129M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBHC positions and 6 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $4.63M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $17.5M sold.

  • 72 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $108M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q2 2023, down 16% quarter-over-quarter.
  • 9 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q2 2023 and 6 closed out, a net change of +3 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $4.63M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2023.