iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
211 hedge funds and large institutions have $868M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 104 reducing their positions, and 17 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
0% less funds holding
Funds holding: 212 → 211 (-1)
12% less capital invested
Capital invested by funds: $984M → $868M (-$116M)
46% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$23.8M |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$5.34M |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$4.28M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$3.54M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$29.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27.7M |
| 3 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$25.4M |
| 4 |
CIM
Corda Investment Management
Houston,
Texas
|
-$18.9M |
| 5 |
Morgan Stanley
New York
|
-$14.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
226
Sequoia Financial Advisors
Akron,
Ohio
| – | -$293K | -11,698 | Closed |
|
|
AM
227
Atwater Malick
Lancaster,
Pennsylvania
| – | -$226K | -9,034 | Closed |
|
|
FNB
228
Farmers National Bank
Danville,
Kentucky
| – | -$218K | -8,728 | Closed |
|
|
LC
229
Legacy CG
Plano,
Texas
| – | -$196K | -7,828 | Closed |
|
|
CA
230
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -572 | Closed |
|
|
MAM
231
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -165 | Closed |
|
|
RG
232
Retirement Group
San Diego,
California
| – | -$1K | -48 | Closed |
|
233
Citigroup
New York
| – | +$75 | +3 | New |
|
IBDN Hedge Fund Activity: Q3 2022 in Review
211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2022, worth a combined $868M — down 12% from $984M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IBDN positions and 17 closed out — a net gain of 2 holders — while 56 added to existing stakes and 104 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $23.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $29.4M sold.
- 211 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2022, down from 212 in Q2 2022.
- Funds reported $868M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2022 and 17 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $23.8M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2022.