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 $40.2M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
6
Closed
5
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
$6.82M 279,466 +18,786 +7%
Wells Fargo
2
Wells Fargo
California
$6.56M 268,930 +15,040 +6%
Morgan Stanley
3
Morgan Stanley
New York
$3.19M 130,768 +73,186 +127%
LPL Financial
4
LPL Financial
California
$3.17M 129,763 +32,102 +33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.52M 103,119 +36,880 +56%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.45M 100,479 +100,479 New
VNA
7
Valley National Advisers
Pennsylvania
$1.92M 78,789 -9 -0%
PWS
8
Peloton Wealth Strategists
Indiana
$1.68M 69,000 +30,000 +77%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.28M 52,356 +5,375 +11%
NG
10
Northstar Group
New York
$1.05M 43,138 +6,380 +17%
Bank of America
11
Bank of America
North Carolina
$1.01M 41,459 -461 -1%
MAM
12
McLean Asset Management
Virginia
$912K 37,392 +16,667 +80%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$825K 33,830 +1,697 +5%
KFAA
14
Klaas Financial Asset Advisors
Illinois
$542K 22,200 +5,340 +32%
AF
15
Arrow Financial
New York
$539K 22,085 +93 +0.4%
B
16
Bellecapital
Switzerland
$519K 21,251
CCA
17
Childress Capital Advisors
Texas
$473K 19,393 +2,486 +15%
ADL
18
Asset Dedication LLC
California
$466K 19,179 +19,179 New
LIM
19
Leavell Investment Management
Alabama
$439K 17,967 +17,967 New
TCCM
20
Timber Creek Capital Management
Massachusetts
$428K 17,570 -851 -5%
FTUS
21
Flow Traders U.S.
New York
$413K 16,910 +7,784 +85%
Citadel Advisors
22
Citadel Advisors
Florida
$407K 16,668 +7,851 +89%
HL
23
HeadInvest LLC
Maine
$402K 16,450 +1,675 +11%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$391K 16,000
AWM
25
AE Wealth Management
Kansas
$380K 15,580 -47,641 -75%