IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

71 hedge funds and large institutions have $106M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.5M 486,298 -39,655 -8%
Jane Street
2
Jane Street
New York
$10.7M 454,164 +266,573 +142%
Wells Fargo
3
Wells Fargo
California
$8.35M 353,104 +101,059 +40%
Morgan Stanley
4
Morgan Stanley
New York
$7.7M 325,523 +20,648 +7%
ADL
5
Asset Dedication LLC
California
$6.68M 282,925 -2,593 -0.9%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$6.22M 263,217 +8,444 +3%
SAG
7
SageView Advisory Group
California
$5.9M 249,429 +864 +0.3%
LPL Financial
8
LPL Financial
California
$4.6M 194,785 -60,049 -24%
RJA
9
Raymond James & Associates
Florida
$4.17M 176,366 +2,905 +2%
PWS
10
Peloton Wealth Strategists
Indiana
$3.63M 153,325 -3,750 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.58M 151,223 -47,437 -24%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$3.37M 142,406 -22,650 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.94M 124,303 +7,653 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.62M 110,689 -106,473 -49%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.81M 76,750 -5,593 -7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.38M 58,224 -25,221 -30%
IA
17
IFP Advisors
Florida
$1.23M 51,970 +7,831 +18%
NG
18
Northstar Group
New York
$1.21M 51,183 -199 -0.4%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$978K 41,386 -3,256 -7%
EWA
20
EP Wealth Advisors
California
$915K 38,715 +32,442 +517%
VNA
21
Valley National Advisers
Pennsylvania
$869K 36,750 -2,610 -7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$855K 36,153 -2,024 -5%
SPC
23
Sigma Planning Corp
Michigan
$786K 33,232 -1,871 -5%
RCA
24
Resonant Capital Advisors
Wisconsin
$782K 33,076 -44,274 -57%
NA
25
NewEdge Advisors
Louisiana
$764K 32,298 +21,256 +193%