IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
27
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
$12.4M 525,953 +1,434 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.2M 304,875 +26,235 +9%
ADL
3
Asset Dedication LLC
California
$6.74M 285,518 +29,882 +12%
LPL Financial
4
LPL Financial
California
$6.02M 254,834 -6,046 -2%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.02M 254,773 +196,362 +336%
Wells Fargo
6
Wells Fargo
California
$5.96M 252,045 -47,098 -16%
SAG
7
SageView Advisory Group
California
$5.87M 248,565 +1,005 +0.4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.13M 217,162 -12,532 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.69M 198,660 -101,641 -34%
Jane Street
10
Jane Street
New York
$4.43M 187,591 -90,853 -33%
RJA
11
Raymond James & Associates
Florida
$4.1M 173,461 +4,307 +3%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$3.9M 165,056 +96 +0.1%
PWS
13
Peloton Wealth Strategists
Indiana
$3.71M 157,075 +2,675 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.76M 116,650 +6,784 +6%
AWM
15
AE Wealth Management
Kansas
$2.58M 109,251 +41,097 +60%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.97M 83,445 -93,422 -53%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.95M 82,343 -40,962 -33%
RCA
18
Resonant Capital Advisors
Wisconsin
$1.83M 77,350 -16,773 -18%
FTUS
19
Flow Traders U.S.
New York
$1.27M 53,759 +11,135 +26%
NG
20
Northstar Group
New York
$1.21M 51,382 +5 +0%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 44,642 +9,537 +27%
IA
22
IFP Advisors
Florida
$1.04M 44,139 +7,961 +22%
VNA
23
Valley National Advisers
Pennsylvania
$931K 39,360 -3,032 -7%
EWA
24
EP Wealth Advisors
California
$915K 6,273 -132,061 -95%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$902K 38,177 -1,444 -4%