IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Overview Fund Activity
Delisted

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

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71 hedge funds and large institutions have $106M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$10.7M
2
Wells Fargo
2
Wells Fargo
California
$8.35M
3
EWA
3
EP Wealth Advisors
California
$915K
4
NA
4
NewEdge Advisors
Louisiana
$764K
5
Morgan Stanley
5
Morgan Stanley
New York
$7.7M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.62M
2
AWM
2
AE Wealth Management
Kansas
$501K
3
LPL Financial
3
LPL Financial
California
$4.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.58M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$223K +$15K +634 +7%
PA
52
Parallel Advisors
California
$213K – – –
TWM
53
Tradition Wealth Management
Minnesota
$205K +$2.46K +104 +1%
BFA
54
BBJS Financial Advisors
Washington
$182K -$47.3K -2,000 -21%
SS
55
Sunbelt Securities
Texas
$173K -$19.5K -825 -10%
AF
56
Arrow Financial
New York
$127K – – –
EW
57
Element Wealth
Mississippi
$122K – – –
Comerica Bank
58
Comerica Bank
Texas
$77.5K +$77.5K +3,278 New
FFA
59
Farther Finance Advisors
California
$75.9K – – –
TCCM
60
Timber Creek Capital Management
Massachusetts
$63.2K – – –
TSWM
61
Tyler-Stone Wealth Management
Ohio
$49K -$35.7K -1,501 -42%
UBS Group
62
UBS Group
Switzerland
$25.2K -$104K -4,389 -80%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$25.1K +$25.1K +1,060 New
BCPWM
64
Bradley & Co Private Wealth Management
Florida
$23.6K – – –
HL
65
HeadInvest LLC
Maine
$21.2K +$21.2K +900 New
PTC
66
Private Trust Company
Ohio
$9.98K – – –
US Bancorp
67
US Bancorp
Minnesota
$2.65K – – –
GBT
68
Grove Bank & Trust
Florida
$2.01K – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$25 +$25 +1 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$24 -$48 -2 -67%
IAS
71
IMA Advisory Services
Colorado
$24 – – –
SHFP
72
Second Half Financial Partners
Florida
– -$553K -23,415 Closed
SWM
73
Segment Wealth Management
Texas
– -$420K -17,795 Closed
IF
74
Ironwood Financial
Arizona
– -$398K -16,834 Closed
MAWAG
75
Mid-American Wealth Advisory Group
Missouri
– -$269K -11,416 Closed
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