IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

69 hedge funds and large institutions have $129M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$17.5M +$10M +424,749 +134%
Bank of America
2
Bank of America
North Carolina
$12.4M +$1.71M +72,368 +16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.09M -$291K -12,324 -4%
Wells Fargo
4
Wells Fargo
California
$7.06M +$576K +24,387 +9%
Morgan Stanley
5
Morgan Stanley
New York
$6.58M -$59.7K -2,528 -0.9%
Jane Street
6
Jane Street
New York
$6.57M +$6.57M +278,444 New
LPL Financial
7
LPL Financial
California
$6.16M +$249K +10,556 +4%
ADL
8
Asset Dedication LLC
California
$6.03M +$1.74M +73,791 +41%
SAG
9
SageView Advisory Group
California
$5.84M -$191K -8,100 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.42M -$2.33M -98,676 -30%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.18M +$274K +11,600 +7%
RJA
12
Raymond James & Associates
Florida
$3.99M +$934K +39,570 +31%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$3.89M -$30K -1,269 -0.8%
PWS
14
Peloton Wealth Strategists
Indiana
$3.65M +$469K +19,875 +15%
EWA
15
EP Wealth Advisors
California
$3.45M +$2.48M +99,619 +257%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.91M +$804K +34,068 +38%
RCA
17
Resonant Capital Advisors
Wisconsin
$2.22M +$626K +26,524 +39%
AWM
18
AE Wealth Management
Kansas
$1.61M +$1.61M +68,154 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +58,738 New
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$1.38M +$239K +10,109 +21%
NG
21
Northstar Group
New York
$1.21M +$47 +2 +0%
SPC
22
Sigma Planning Corp
Michigan
$1.09M +$327K +13,855 +43%
FTUS
23
Flow Traders U.S.
New York
$1.01M +$179K +7,566 +22%
VNA
24
Valley National Advisers
Pennsylvania
$1M +$2.38K +101 +0.2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$935K +$755 +32 +0.1%