iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
69 hedge funds and large institutions have $132M 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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
19% more capital invested
Capital invested by funds: $111M → $132M (+$20.6M)
11% more funds holding
Funds holding: 62 → 69 (+7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$10M |
| 2 |
Jane Street
New York
|
+$6.56M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.35M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$1.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$6.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.99M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.32M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$594K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$414K |
IBHC Hedge Fund Activity: Q1 2023 in Review
69 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q1 2023, worth a combined $132M — up 19% from $111M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBHC positions and 5 closed out — a net gain of 8 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $10M. The largest seller was Absolute Capital Management, exiting entirely with an estimated $6.16M sold.
- 69 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q1 2023, up from 62 in Q4 2022.
- Funds reported $132M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q1 2023, up 19% quarter-over-quarter.
- 13 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q1 2023 was TMD Wealth Management, an estimated $10M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q1 2023 was Absolute Capital Management, an estimated $6.16M sold.
Based on aggregated 13F filings for Q1 2023.