IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

30 hedge funds and large institutions have $63.1M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$9.3M 390,495 +260,732 +201%
Wells Fargo
2
Wells Fargo
California
$7.16M 300,771 +31,841 +12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.93M 291,035 +11,569 +4%
WWM
4
WJ Wealth Management
Arizona
$6.3M 265,069 +265,069 New
Morgan Stanley
5
Morgan Stanley
New York
$5.12M 214,839 +84,071 +64%
ADL
6
Asset Dedication LLC
California
$3.7M 155,605 +136,426 +711%
Bank of America
7
Bank of America
North Carolina
$2.78M 116,623 +75,164 +181%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.55M 106,974 +3,855 +4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.49M 104,651 +4,172 +4%
FTUS
10
Flow Traders U.S.
New York
$2.2M 92,265 +75,355 +446%
PWS
11
Peloton Wealth Strategists
Indiana
$2.17M 91,300 +22,300 +32%
VNA
12
Valley National Advisers
Pennsylvania
$1.74M 73,235 -5,554 -7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.53M 64,308 +64,308 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.24M 52,298 -58 -0.1%
NG
15
Northstar Group
New York
$1.21M 50,864 +7,726 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$923K 38,797 +4,967 +15%
MAM
17
McLean Asset Management
Virginia
$890K 37,392
AF
18
Arrow Financial
New York
$775K 32,564 +10,479 +47%
TCCM
19
Timber Creek Capital Management
Massachusetts
$585K 24,595 +7,025 +40%
B
20
Bellecapital
Switzerland
$506K 21,251
KFAA
21
Klaas Financial Asset Advisors
Illinois
$458K 19,225 -2,975 -13%
LIM
22
Leavell Investment Management
Alabama
$436K 18,299 +332 +2%
RJA
23
Raymond James & Associates
Florida
$395K 16,607 +5,036 +44%
HL
24
HeadInvest LLC
Maine
$392K 16,450
CGFA
25
Colton Groome Financial Advisors
North Carolina
$381K 16,000