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IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

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

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54 hedge funds and large institutions have $213M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $180M → $213M (+$33.1M)

15% more funds holding

Funds holding: 47 → 54 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
25
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M
2
UBS Group
UBS Group
Switzerland
+$3.76M
3
CIM
Corda Investment Management
Texas
+$2.69M
4
Bank of America
Bank of America
North Carolina
+$2.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.09M
2
Wolverine Trading
Wolverine Trading
Illinois
-$2.01M
3
VKH
Virtu KCG Holdings
New York
-$851K
4
CCT
Country Club Trust
Missouri
-$265K
5
Mariner
Mariner
Kansas
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Lyell Wealth Management
California
$782K +$781K +31,100 New
LPL Financial
27
LPL Financial
California
$775K +$273K +10,889 +55%
Mariner
28
Mariner
Kansas
$684K -$161K -6,425 -19%
GLA
29
Great Lakes Advisors
Illinois
$653K +$103K +4,094 +19%
APP
30
Avantax Planning Partners
Iowa
$595K +$22.2K +883 +4%
RJA
31
Raymond James & Associates
Florida
$560K +$244K +9,711 +77%
BII
32
Bainco International Investors
Massachusetts
$520K – – –
LIM
33
Leavell Investment Management
Alabama
$503K +$502K +20,000 New
UR
34
USCA RIA
Texas
$411K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$349K +$1.18K +47 +0.3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$309K +$309K +12,293 New
Ameriprise
37
Ameriprise
Minnesota
$308K +$55.4K +2,205 +22%
WGCA
38
Wolf Group Capital Advisors
Virginia
$273K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$259K +$259K +10,295 New
TTWM
40
TCV Trust & Wealth Management
Virginia
$250K -$151K -6,000 -38%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$230K +$51.1K +2,034 +29%
PG
42
Patten Group
Tennessee
$122K +$122K +4,845 New
PCP
43
Proficio Capital Partners
Massachusetts
$79K – – –
IA
44
IFP Advisors
Florida
$71K +$29.3K +1,168 +71%
ECM
45
Exchange Capital Management
Michigan
$49K +$49.3K +1,963 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$40K – – –
BCFS
47
Butensky & Cohen Financial Security
Florida
$40K +$19.5K +776 +94%
LNB
48
Ledyard National Bank
$25K – – –
GWM
49
Geneos Wealth Management
Colorado
$24K – – –
VNA
50
Valley National Advisers
Pennsylvania
$24K – – –
1
2
3

IBDN Hedge Fund Activity: Q2 2017 in Review

54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2017, worth a combined $213M — up 18% from $180M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDN positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $4.09M.

  • 54 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2017, up from 47 in Q1 2017.
  • Funds reported $213M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2017 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $12M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2017 was Wells Fargo, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2017.