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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 $245M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $213M → $245M (+$31.8M)

0% more funds holding

Funds holding: 54 → 54 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
–
Holders Change %
0%
% 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
5
Increased
30
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.75M
2
MGIA
Matthew Goff Investment Advisor
Texas
+$6.15M
3
Morgan Stanley
Morgan Stanley
New York
+$4.16M
4
CAI
Capital Advisors Inc
Oklahoma
+$3.02M
5
CIM
Corda Investment Management
Texas
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
-$4.25M
2
GWA
Guidant Wealth Advisors
Illinois
-$1.9M
3
BCM
Brookstone Capital Management
Illinois
-$414K
4
WGCA
Wolf Group Capital Advisors
Virginia
-$274K
5
BII
Bainco International Investors
Massachusetts
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.11M +$219K +8,659 +24%
TCCM
27
Timber Creek Capital Management
Massachusetts
$1.11M -$4.59K -182 -0.4%
LPL Financial
28
LPL Financial
California
$977K +$199K +7,865 +26%
LIM
29
Leavell Investment Management
Alabama
$947K +$442K +17,500 +88%
Mariner
30
Mariner
Kansas
$731K +$43.4K +1,720 +6%
GLA
31
Great Lakes Advisors
Illinois
$680K +$25.1K +995 +4%
MA
32
MCF Advisors
Kentucky
$610K +$590K +23,362 +3,034%
ECM
33
Exchange Capital Management
Michigan
$599K +$549K +21,758 +1,108%
APP
34
Avantax Planning Partners
Iowa
$598K – – –
BF
35
BOK Financial
Oklahoma
$524K +$524K +20,745 New
Ameriprise
36
Ameriprise
Minnesota
$485K +$176K +6,954 +57%
GP
37
Geneva Partners
Wisconsin
$431K +$431K +17,064 New
UR
38
USCA RIA
Texas
$411K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$411K +$61.4K +2,431 +18%
BII
40
Bainco International Investors
Massachusetts
$381K -$140K -5,565 -27%
WGCA
41
Wolf Group Capital Advisors
Virginia
$274K -$274K -10,856 Closed
RBC
42
Roble Belko & Company
Pennsylvania
$251K +$251K +9,936 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$247K +$15.5K +616 +7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$242K -$17.7K -700 -7%
TTWM
45
TCV Trust & Wealth Management
Virginia
$226K -$25.2K -1,000 -10%
PG
46
Patten Group
Tennessee
$122K – – –
PCP
47
Proficio Capital Partners
Massachusetts
$79K – – –
IA
48
IFP Advisors
Florida
$71K +$177 +7 +0.2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$40K – – –
GWM
50
Geneos Wealth Management
Colorado
$25K – – –
1
2
3

IBDN Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $245M — up 15% from $213M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDN positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $6.75M. The largest seller was Trust Company, cutting an estimated $4.25M.

  • 54 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $245M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2017 was UBS Group, an estimated $6.75M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2017 was Trust Company, an estimated $4.25M sold.

Based on aggregated 13F filings for Q3 2017.