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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

79 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 6679 (+13)

5% less capital invested

Capital invested by funds: $277M → $264M (-$13.1M)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
39
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$2.02M +$225K +9,156 +13%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.65M -$1.59M -64,593 -49%
TCCM
28
Timber Creek Capital Management
Massachusetts
$1.49M +$336K +13,628 +29%
LWM
29
Lenox Wealth Management
Ohio
$1.45M -$224K -9,101 -13%
Ameriprise
30
Ameriprise
Minnesota
$1.43M +$451K +18,307 +46%
HH
31
Hilltop Holdings
Texas
$1.42M +$1.43M +58,013 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.39M -$7.29K -296 -0.5%
LIM
33
Leavell Investment Management
Alabama
$1.2M +$73.9K +3,000 +7%
BCM
34
Brookstone Capital Management
Illinois
$1.2M -$183K -7,445 -13%
Stifel Financial
35
Stifel Financial
Missouri
$1.14M +$727K +29,533 +173%
MA
36
MCF Advisors
Kentucky
$1.09M +$210K +8,519 +24%
ECM
37
Exchange Capital Management
Michigan
$811K +$149K +6,045 +22%
GLA
38
Great Lakes Advisors
Illinois
$776K +$16.9K +685 +2%
Mariner
39
Mariner
Kansas
$769K +$60.6K +2,463 +9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$691K +$133K +5,412 +24%
MIH
41
Madison Investment Holdings
Wisconsin
$670K +$392K +15,913 +139%
AA
42
AlphaMark Advisors
Kentucky
$647K +$650K +26,386 New
GP
43
Geneva Partners
Wisconsin
$642K +$37.3K +1,515 +6%
APP
44
Avantax Planning Partners
Iowa
$632K -$35.6K -1,444 -5%
BII
45
Bainco International Investors
Massachusetts
$631K +$179K +7,260 +39%
FA
46
FDx Advisors
Illinois
$537K +$153K +6,210 +40%
CA
47
Cetera Advisors
Colorado
$504K
WI
48
WrapManager Inc
California
$419K +$420K +17,075 New
B
49
Bellecapital
Switzerland
$407K +$52.1K +2,115 +15%
APA
50
American Portfolios Advisors
New York
$401K +$402K +16,345 New

IBDN Hedge Fund Activity: Q1 2018 in Review

79 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2018, worth a combined $264M — down 4.7% from $277M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 6 closed out — a net gain of 13 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $8.04M. The largest seller was Capital Advisors Inc, cutting an estimated $45.1M.

  • 79 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2018, up from 66 in Q4 2017.
  • Funds reported $264M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2018, down 4.7% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2018 and 6 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2018 was Bank of America, an estimated $8.04M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2018 was Capital Advisors Inc, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2018.