iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
212 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
6% more funds holding
Funds holding: 200 → 212 (+12)
3% more capital invested
Capital invested by funds: $955M → $984M (+$29.4M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
18% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$29.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 3 |
Jane Street
New York
|
+$8.46M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$30.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$11M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.17M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
226
Wealthquest
Cincinnati,
Ohio
| – | -$288K | -11,074 | Closed |
|
|
NB
227
Northwest Bancshares
Warren,
Pennsylvania
| – | -$206K | -8,251 | Closed |
|
|
SFG
228
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$204K | -8,166 | Closed |
|
|
MFGM
229
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| – | -$203K | -8,100 | Closed |
|
|
CWM
230
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$202K | -8,067 | Closed |
|
|
MCC
231
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$72K | -2,878 | Closed |
|
|
RIM
232
Rockbridge Investment Management
Syracuse,
New York
| – | -$68.6K | -2,741 | Closed |
|
233
Koshinski Asset Management
Decatur,
Illinois
| – | -$17.2K | -688 | Closed |
|
|
MPWT
234
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$6K | -250 | Closed |
|
235
JP Morgan Chase
New York
| – | -$5K | -200 | Closed |
|
236
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
IBDN Hedge Fund Activity: Q2 2022 in Review
212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2022, worth a combined $984M — up 3.1% from $955M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBDN positions and 18 closed out — a net gain of 14 holders — while 64 added to existing stakes and 78 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.3M.
- 212 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2022, up from 200 in Q1 2022.
- Funds reported $984M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2022, up 3.1% quarter-over-quarter.
- 32 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2022 was HighTower Advisors, an estimated $29.4M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.3M sold.
Based on aggregated 13F filings for Q2 2022.