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IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Delisted

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

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1 hedge funds and large institutions have $1.18M invested in iShares iBonds 2023 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 71 → 1 (-70)

99% less capital invested

Capital invested by funds: $106M → $1.18M (-$104M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 70

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-70
Holders Change %
-98.59%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.5M
2
Jane Street
Jane Street
New York
-$10.7M
3
Wells Fargo
Wells Fargo
California
-$8.35M
4
Morgan Stanley
Morgan Stanley
New York
-$7.7M
5
ADL
Asset Dedication LLC
California
-$6.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$1.18M -$42.8K -1,813 -3%
Bank of America
2
Bank of America
North Carolina
– -$11.5M -486,298 Closed
Jane Street
3
Jane Street
New York
– -$10.7M -454,164 Closed
Wells Fargo
4
Wells Fargo
California
– -$8.35M -353,104 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$7.7M -325,523 Closed
ADL
6
Asset Dedication LLC
California
– -$6.68M -282,925 Closed
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
– -$6.22M -263,217 Closed
SAG
8
SageView Advisory Group
California
– -$5.9M -249,429 Closed
LPL Financial
9
LPL Financial
California
– -$4.6M -194,785 Closed
RJA
10
Raymond James & Associates
Florida
– -$4.17M -176,366 Closed
PWS
11
Peloton Wealth Strategists
Indiana
– -$3.63M -153,325 Closed
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
– -$3.58M -151,223 Closed
WRPWM
13
Werba Rubin Papier Wealth Management
California
– -$3.37M -142,406 Closed
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
– -$2.94M -124,303 Closed
RJFSA
15
Raymond James Financial Services Advisors
Florida
– -$2.62M -110,689 Closed
IWC
16
Integrated Wealth Concepts
Massachusetts
– -$1.81M -76,750 Closed
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
– -$1.38M -58,224 Closed
NG
18
Northstar Group
New York
– -$1.21M -51,183 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
– -$978K -41,386 Closed
EWA
20
EP Wealth Advisors
California
– -$915K -38,715 Closed
VNA
21
Valley National Advisers
Pennsylvania
– -$869K -36,750 Closed
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
– -$855K -36,153 Closed
SPC
23
Sigma Planning Corp
Michigan
– -$786K -33,232 Closed
RCA
24
Resonant Capital Advisors
Wisconsin
– -$782K -33,076 Closed
NA
25
NewEdge Advisors
Louisiana
– -$764K -32,298 Closed
1
2 3

IBHC Hedge Fund Activity: Q4 2023 in Review

1 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2023 Term High Yield and Income ETF (IBHC) for Q4 2023, worth a combined $1.18M — down 99% from $106M a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IBHC and 0 opened new positions — a net loss of 70 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $11.5M sold.

  • 1 institutional investor held iShares iBonds 2023 Term High Yield and Income ETF (IBHC) as of Q4 2023, down from 71 in Q3 2023.
  • Funds reported $1.18M of iShares iBonds 2023 Term High Yield and Income ETF stock for Q4 2023, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds 2023 Term High Yield and Income ETF positions in Q4 2023 and 70 closed out, a net change of -70 holders.
  • The largest iShares iBonds 2023 Term High Yield and Income ETF seller in Q4 2023 was Bank of America, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2023.