iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
37 hedge funds and large institutions have $67.4M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
23% more funds holding
Funds holding: 30 → 37 (+7)
7% more capital invested
Capital invested by funds: $63.1M → $67.4M (+$4.28M)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$8.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.89M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.24M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.74M |
| 5 |
Jane Street
New York
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$6.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.95M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.02M |
IBHC Hedge Fund Activity: Q2 2022 in Review
37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q2 2022, worth a combined $67.4M — up 6.8% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHC positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Absolute Capital Management, opening a new position worth an estimated $8.88M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $6.3M sold.
- 37 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q2 2022, up from 30 in Q1 2022.
- Funds reported $67.4M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q2 2022, up 6.8% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q2 2022 and 2 closed out, a net change of +7 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q2 2022 was Absolute Capital Management, an estimated $8.88M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q2 2022 was WJ Wealth Management, an estimated $6.3M sold.
Based on aggregated 13F filings for Q2 2022.