IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

62 hedge funds and large institutions have $111M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+15
Holders Change %
+31.91%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
25
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6M 452,151 +24,645 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.71M 328,370 +230,966 +237%
TWM
3
TMD Wealth Management
Arizona
$7.44M 317,002 +317,002 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.34M 312,625 -10,854 -3%
Morgan Stanley
5
Morgan Stanley
New York
$6.6M 281,168 +47,505 +20%
Wells Fargo
6
Wells Fargo
California
$6.45M 274,756 +48,073 +21%
ACM
7
Absolute Capital Management
Pennsylvania
$6.16M 262,290 -110,365 -30%
SAG
8
SageView Advisory Group
California
$6M 255,660 +255,660 New
LPL Financial
9
LPL Financial
California
$5.88M 250,324 +106,626 +74%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.35M 185,334 +53,321 +40%
ADL
11
Asset Dedication LLC
California
$4.26M 181,845 +7,262 +4%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$3.9M 166,229 +166,229 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.88M 165,267 +83,510 +102%
PWS
14
Peloton Wealth Strategists
Indiana
$3.16M 134,525 +26,700 +25%
RJA
15
Raymond James & Associates
Florida
$3.04M 129,584 +8,379 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M 104,455 +13,553 +15%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.09M 89,237 -5,670 -6%
RCA
18
Resonant Capital Advisors
Wisconsin
$1.59M 67,599 +67,599 New
NG
19
Northstar Group
New York
$1.21M 51,375 -445 -0.9%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$1.13M 48,302 +35,649 +282%
VNA
21
Valley National Advisers
Pennsylvania
$995K 42,291 -18,066 -30%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$929K 39,589 +4,014 +11%
EWA
23
EP Wealth Advisors
California
$909K 38,715 +38,715 New
IA
24
IFP Advisors
Florida
$831K 33,329 +15,502 +87%
FTUS
25
Flow Traders U.S.
New York
$823K 35,058 +35,058 New