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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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20 hedge funds and large institutions have $20.1M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

274% more capital invested

Capital invested by funds: $5.38M → $20.1M (+$14.8M)

67% more funds holding

Funds holding: 12 → 20 (+8)

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$5.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.16M
3
Wells Fargo
Wells Fargo
California
+$1.79M
4
Morgan Stanley
Morgan Stanley
New York
+$1.25M
5
VNA
Valley National Advisers
Pennsylvania
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.23M +$5.19M +212,162 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.3M +$2.16M +88,270 +103%
Wells Fargo
3
Wells Fargo
California
$1.8M +$1.79M +73,228 +7,322,800%
VNA
4
Valley National Advisers
Pennsylvania
$1.57M +$1.14M +46,592 +275%
Morgan Stanley
5
Morgan Stanley
New York
$1.26M +$1.25M +50,868 +16,047%
B
6
Bellecapital
Switzerland
$524K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$522K +$519K +21,199 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$462K +$43.2K +1,764 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$456K +$161K +6,574 +55%
NG
10
Northstar Group
New York
$455K +$451K +18,430 New
AF
11
Arrow Financial
New York
$443K +$440K +17,976 New
CCA
12
Childress Capital Advisors
Texas
$416K +$414K +16,907 New
TCCM
13
Timber Creek Capital Management
Massachusetts
$402K +$356K +14,534 +805%
CGFA
14
Colton Groome Financial Advisors
North Carolina
$394K +$392K +16,000 New
FTUS
15
Flow Traders U.S.
New York
$381K +$379K +15,479 New
LPL Financial
16
LPL Financial
California
$368K +$365K +14,925 New
HL
17
HeadInvest LLC
Maine
$323K +$46.6K +1,905 +17%
BCPWM
18
Bradley & Co Private Wealth Management
Florida
$311K +$309K +12,616 New
CA
19
Cetera Advisors
Colorado
$263K +$11.8K +481 +5%
Bank of America
20
Bank of America
North Carolina
$260K +$207K +8,471 +405%
Jane Street
21
Jane Street
New York
– -$1.01M -41,485 Closed

IBHC Hedge Fund Activity: Q1 2021 in Review

20 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q1 2021, worth a combined $20.1M — up 274% from $5.38M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBHC positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $5.19M. The largest seller was Jane Street, exiting entirely with an estimated $1.01M sold.

  • 20 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q1 2021, up from 12 in Q4 2020.
  • Funds reported $20.1M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q1 2021, up 274% quarter-over-quarter.
  • 9 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q1 2021 and 1 closed out, a net change of +8 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q1 2021 was HighTower Advisors, an estimated $5.19M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q1 2021 was Jane Street, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2021.