We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

IBDN was delisted on the 15th of December, 2022.

Back to rankings

211 hedge funds and large institutions have $1.12B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

3% more funds holding

Funds holding: 205 → 211 (+6)

4% more capital invested

Capital invested by funds: $1.08B → $1.12B (+$38.9M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
77
Reduced
66
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
+$19.8M
2
ACA
Aptus Capital Advisors
Alabama
+$7.04M
3
US Bancorp
US Bancorp
Minnesota
+$7M
4
Ameriprise
Ameriprise
Minnesota
+$6.31M
5
CTC
Central Trust Company
Missouri
+$4.71M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$29.6M
2
RVPG
Relative Value Partners Group
-$13.3M
3
Wells Fargo
Wells Fargo
California
-$5.94M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
-$4.93M
5
PPWM
PFG Private Wealth Management
Florida
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
226
Main Street Financial Solutions
Pennsylvania
– -$408K -16,117 Closed
PCIA
227
Prime Capital Investment Advisors
Kansas
– -$390K -15,416 Closed
MGIA
228
Matthew Goff Investment Advisor
Texas
– -$375K -14,818 Closed
FAIM
229
Financial Advocates Investment Management
Washington
– -$297K -11,724 Closed
FFA
230
Fragasso Financial Advisors
Pennsylvania
– -$235K -9,266 Closed
CCT
231
Country Club Trust
Missouri
– -$217K -8,550 Closed
TCCM
232
Timber Creek Capital Management
Massachusetts
– -$86K -3,415 Closed
IF
233
Ironwood Financial
Arizona
– -$61K -2,405 Closed
SFC
234
SYM Financial Corp
Indiana
– -$8K -317 Closed
IWA
235
IBEX Wealth Advisors
New Jersey
– -$4K -165 Closed
6 7 8 9
10

IBDN Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2021, worth a combined $1.12B — up 3.6% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDN positions and 18 closed out — a net gain of 9 holders — while 77 added to existing stakes and 66 trimmed.

The largest buyer was Tobias Financial Advisors, opening a new position worth an estimated $19.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $29.6M sold.

  • 211 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $1.12B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2021 and 18 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2021 was Tobias Financial Advisors, an estimated $19.8M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2021.