iShares iBonds 2023 Term High Yield and Income ETF
IBHC
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.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more capital invested
Capital invested by funds: $78.4M → $111M (+$32.5M)
32% more funds holding
Funds holding: 47 → 62 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$7.43M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.41M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.96M |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$2.59M |
| 2 |
Jane Street
New York
|
-$1.82M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.39M |
| 4 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$425K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$423K |
IBHC Hedge Fund Activity: Q4 2022 in Review
62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q4 2022, worth a combined $111M — up 41% from $78.4M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBHC positions and 6 closed out — a net gain of 15 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was TMD Wealth Management, opening a new position worth an estimated $7.43M. The largest seller was Absolute Capital Management, cutting an estimated $2.59M.
- 62 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q4 2022, up from 47 in Q3 2022.
- Funds reported $111M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 21 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q4 2022 and 6 closed out, a net change of +15 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q4 2022 was TMD Wealth Management, an estimated $7.43M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q4 2022 was Absolute Capital Management, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2022.