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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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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.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

297% more capital inflows, than outflows

Capital inflows: $13.2M | Capital outflows: $3.32M

29% more funds holding

Funds holding: 24 → 31 (+7)

12.51% more ownership

Funds ownership: 40.92% → 53.43% (+13%)

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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.88M
2
AE Wealth Management
AE Wealth Management
Kansas
+$1.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.05M
4
LPL Financial
LPL Financial
California
+$982K
5
Morgan Stanley
Morgan Stanley
New York
+$786K

Top Sellers

Rank Fund Capital Flow
1
Flow Traders U.S.
Flow Traders U.S.
New York
-$2.02M
2
Jane Street
Jane Street
New York
-$1.18M
3
Cetera Advisors
Cetera Advisors
Colorado
-$128K

IBHC Hedge Fund Activity: Q3 2021 in Review

31 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q3 2021, worth a combined $42.2M — up 30% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBHC positions and 0 closed out — a net gain of 7 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.88M. The largest seller was Flow Traders U.S., cutting an estimated $2.02M.

  • 31 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $42.2M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q3 2021, up 30% quarter-over-quarter.
  • 7 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q3 2021 and 0 closed out, a net change of +7 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q3 2021 was Wells Fargo, an estimated $3.88M added.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q3 2021 was Flow Traders U.S., an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2021.