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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

IBDD was delisted on the 30th of March, 2023.

23 hedge funds and large institutions have $29.3M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

23% more capital invested

Capital invested by funds: $23.8M → $29.3M (+$5.52M)

15% more funds holding

Funds holding: 2023 (+3)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$12.3M +$3.32M +125,239 +37%
Jane Street
2
Jane Street
New York
$3.83M +$2.73M +103,005 +246%
Creative Planning
3
Creative Planning
Kansas
$2.04M +$2.05M +77,238 New
Bank of America
4
Bank of America
North Carolina
$1.85M -$299K -11,268 -14%
RJA
5
Raymond James & Associates
Florida
$1.33M +$1.12M +42,111 +518%
AA
6
Alesco Advisors
New York
$1.2M
GWM
7
GSB Wealth Management
Connecticut
$998K +$999K +37,707 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$863K +$262K +9,886 +44%
Mariner
9
Mariner
Kansas
$804K +$4.98K +188 +0.6%
LPL Financial
10
LPL Financial
California
$734K +$128K +4,836 +21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$651K -$375K -14,148 -37%
Morgan Stanley
12
Morgan Stanley
New York
$447K -$43.2K -1,628 -9%
WWM
13
WJ Wealth Management
Arizona
$439K +$442K +16,665 New
4WM
14
4J Wealth Management
Virginia
$323K +$323K +12,186 New
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$307K
UBS Group
16
UBS Group
Switzerland
$257K -$2.48M -93,590 -91%
FAIM
17
Financial Advocates Investment Management
Washington
$225K +$27 +1 +0%
MWM
18
Maltin Wealth Management
New Jersey
$219K +$219K +8,274 New
BAM
19
Belpointe Asset Management
Nevada
$174K
EIP
20
Ellis Investment Partners
Pennsylvania
$100K +$239 +9 +0.2%
AIM
21
Anchor Investment Management
South Carolina
$94.6K -$4.24K -160 -4%
CA
22
CoreCap Advisors
Michigan
$41K +$41.2K +1,554 New
Wells Fargo
23
Wells Fargo
California
$11K +$27 +1 +0.2%
RIM
24
Rockbridge Investment Management
New York
-$52K -1,960 Closed

IBDD Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q2 2022, worth a combined $29.3M — up 23% from $23.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDD positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was US Bancorp, adding an estimated $3.32M. The largest seller was UBS Group, cutting an estimated $2.48M.

  • 23 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q2 2022, up from 20 in Q1 2022.
  • Funds reported $29.3M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q2 2022 and 2 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q2 2022 was US Bancorp, an estimated $3.32M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q2 2022 was UBS Group, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2022.