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

47 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

58% more capital invested

Capital invested by funds: $114M → $180M (+$66.2M)

9% more funds holding

Funds holding: 43 → 47 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.23M
3
Bank of America
Bank of America
North Carolina
+$3.89M
4
CIM
Corda Investment Management
Texas
+$2.16M
5
CIA
Capital Investment Advisors
Georgia
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.38M
3
DE
Day & Ennis
Georgia
-$161K
4
SFS
Sowell Financial Services
Arkansas
-$107K
5
BCM
Brookstone Capital Management
Illinois
-$73.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$544K +$150K +6,055 +38%
BII
27
Bainco International Investors
Massachusetts
$515K +$513K +20,667 New
LPL Financial
28
LPL Financial
California
$496K +$223K +9,000 +82%
UR
29
USCA RIA
Texas
$407K -$50.4K -2,030 -11%
TTWM
30
TCV Trust & Wealth Management
Virginia
$397K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$344K +$10.3K +417 +3%
RJA
32
Raymond James & Associates
Florida
$312K +$311K +12,531 New
WGCA
33
Wolf Group Capital Advisors
Virginia
$270K – – –
CCT
34
Country Club Trust
Missouri
$265K +$265K +10,665 New
Ameriprise
35
Ameriprise
Minnesota
$250K +$249K +10,025 New
IWMPD
36
Integrated Wealth Management (Palm Desert)
California
$208K +$208K +8,366 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$177K +$97.7K +3,940 +124%
PCP
38
Proficio Capital Partners
Massachusetts
$79K +$16.8K +676 +28%
IA
39
IFP Advisors
Florida
$41K +$12.9K +518 +46%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$40K +$39.7K +1,600 New
WA
41
WFG Advisors
Texas
$27K – – –
LNB
42
Ledyard National Bank
$25K – – –
GWM
43
Geneos Wealth Management
Colorado
$24K – – –
VNA
44
Valley National Advisers
Pennsylvania
$24K – – –
BCFS
45
Butensky & Cohen Financial Security
Florida
$21K +$8.93K +360 +77%
ACS
46
Archford Capital Strategies
Illinois
$17K +$17K +684 New
DADC
47
D.A. Davidson & Co
Montana
$14K – – –
AG
48
Advisor Group
Arizona
$2K +$2.48K +100 New
BlackRock
49
BlackRock
New York
$1K +$1.02K +41 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$1.49M -60,035 Closed
1
2
3

IBDN Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2017, worth a combined $180M — up 58% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDN positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $39.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.

  • 47 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2017, up from 43 in Q4 2016.
  • Funds reported $180M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2017, up 58% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2017 and 3 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2017 was Capital Advisors Inc, an estimated $39.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2017.