iShares iBonds 2023 Term High Yield and Income ETF
IBHC
IBHC was delisted on the 15th of December, 2023.
72 hedge funds and large institutions have $108M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 69 → 72 (+3)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
16% less capital invested
Capital invested by funds: $129M → $108M (-$20.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$4.63M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$969K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$705K |
| 4 |
Morgan Stanley
New York
|
+$619K |
| 5 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$17.5M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.4M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.2M |
| 5 |
Jane Street
New York
|
-$2.14M |
IBHC Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q2 2023, worth a combined $108M — down 16% from $129M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBHC positions and 6 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $4.63M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $17.5M sold.
- 72 institutional investors held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q2 2023, up from 69 in Q1 2023.
- Funds reported $108M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q2 2023, down 16% quarter-over-quarter.
- 9 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q2 2023 and 6 closed out, a net change of +3 holders.
- The largest iShares iBonds 2023 Term High Yield and Income ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $4.63M added.
- The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q2 2023 was TMD Wealth Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2023.