IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

31 hedge funds and large institutions have $42.2M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.43M 260,680 +42,605 +20%
Wells Fargo
2
Wells Fargo
California
$6.26M 253,890 +157,128 +162%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.77M 234,058 +10,263 +5%
CA
4
Calton & Associates
Florida
$3.03M 122,853 +12,608 +11%
LPL Financial
5
LPL Financial
California
$2.41M 97,661 +39,762 +69%
VNA
6
Valley National Advisers
Pennsylvania
$1.94M 78,798 +135 +0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.63M 66,239 +14,926 +29%
AWM
8
AE Wealth Management
Kansas
$1.56M 63,221 +63,221 New
Morgan Stanley
9
Morgan Stanley
New York
$1.42M 57,582 +31,824 +124%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.16M 46,981 +9,568 +26%
Bank of America
11
Bank of America
North Carolina
$1.03M 41,920 +25,803 +160%
Jane Street
12
Jane Street
New York
$989K 40,075 -47,708 -54%
PWS
13
Peloton Wealth Strategists
Indiana
$962K 39,000 +19,000 +95%
NG
14
Northstar Group
New York
$907K 36,758 +14,329 +64%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$792K 32,133 +4,881 +18%
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$550K 22,282 +10,150 +84%
AF
17
Arrow Financial
New York
$543K 21,992 +4,195 +24%
B
18
Bellecapital
Switzerland
$524K 21,251
MAM
19
McLean Asset Management
Virginia
$510K 20,725 +20,725 New
TCCM
20
Timber Creek Capital Management
Massachusetts
$454K 18,421 +315 +2%
Fisher Asset Management
21
Fisher Asset Management
Washington
$418K 16,945 +16,945 New
CCA
22
Childress Capital Advisors
Texas
$417K 16,907
KFAA
23
Klaas Financial Asset Advisors
Illinois
$416K 16,860 +3,616 +27%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$395K 16,000
HL
25
HeadInvest LLC
Maine
$364K 14,775 +775 +6%