iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
47 hedge funds and large institutions have $78.4M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
163% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 8
27% more funds holding
Funds holding: 37 → 47 (+10)
16% more capital invested
Capital invested by funds: $67.4M → $78.4M (+$11M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.42M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.88M |
| 3 |
Rockefeller Capital Management
New York
|
+$833K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$598K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$976K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$360K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$247K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$204K |
IBHC Hedge Fund Activity: Q3 2022 in Review
47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q3 2022, worth a combined $78.4M — up 16% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBHC positions and 3 closed out — a net gain of 10 holders — while 21 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.
- 47 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q3 2022, up from 37 in Q2 2022.
- Funds reported $78.4M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q3 2022, up 16% quarter-over-quarter.
- 13 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q3 2022 and 3 closed out, a net change of +10 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q3 2022 was Bank of America, an estimated $4.42M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2022.