iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
11 hedge funds and large institutions have $23.2M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
209% more capital invested
Capital invested by funds: $7.5M → $23.2M (+$15.7M)
83% more funds holding
Funds holding: 6 → 11 (+5)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPP
Single Point Partners
Boston,
Massachusetts
|
+$3.6M |
| 2 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$783K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$629K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$98.1K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$67.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.6M |
| 2 |
BlackRock
New York
|
-$1.3M |
| 3 |
Jane Street
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPP
1
Single Point Partners
Boston,
Massachusetts
| $18M | +$3.6M | +152,756 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.36M | +$629K | +26,673 | +87% |
|
|
3
BlackRock
New York
| $1.32M | -$1.3M | -55,000 | -50% |
|
|
4
Jane Street
New York
| $877K | -$1.27M | -53,833 | -59% |
|
|
WAS
5
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $785K | +$783K | +33,186 | New |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $392K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $251K | +$98.1K | +4,159 | +64% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $68K | +$67.4K | +2,857 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $50K | +$49.4K | +2,093 | New |
|
|
VNA
10
Valley National Advisers
Bethlehem,
Pennsylvania
| $37K | +$36.9K | +1,563 | New |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$1.6M | -69,448 | Closed |
|
12
Wells Fargo
San Francisco,
California
| – | +$24 | +1 | New |
|
IBHC Hedge Fund Activity: Q3 2020 in Review
11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q3 2020, worth a combined $23.2M — up 209% from $7.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBHC positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Single Point Partners, opening a new position worth an estimated $3.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.6M sold.
- 11 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q3 2020, up from 6 in Q2 2020.
- Funds reported $23.2M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q3 2020, up 209% quarter-over-quarter.
- 6 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q3 2020 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q3 2020 was Single Point Partners, an estimated $3.6M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q3 2020 was Flow Traders U.S., an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2020.