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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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89 hedge funds and large institutions have $304M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

308% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $264M → $304M (+$40.2M)

13% more funds holding

Funds holding: 79 → 89 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
49
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
2
Wells Fargo
Wells Fargo
California
+$9.88M
3
AA
AlphaMark Advisors
Kentucky
+$5.92M
4
US Bancorp
US Bancorp
Minnesota
+$2.95M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$1.19M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$646K
3
HH
Hilltop Holdings
Texas
-$560K
4
FA
FDx Advisors
Illinois
-$537K
5
RJA
Raymond James & Associates
Florida
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Lyell Wealth Management
California
$2.46M +$102K +4,200 +4%
Ameriprise
27
Ameriprise
Minnesota
$1.9M +$486K +19,967 +34%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.73M +$90.6K +3,723 +6%
TCCM
29
Timber Creek Capital Management
Massachusetts
$1.6M +$127K +5,228 +9%
WI
30
WrapManager Inc
California
$1.59M +$1.18M +48,411 +284%
Mariner
31
Mariner
Kansas
$1.46M +$693K +28,463 +91%
Stifel Financial
32
Stifel Financial
Missouri
$1.43M +$293K +12,050 +26%
LIM
33
Leavell Investment Management
Alabama
$1.41M +$220K +9,025 +18%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.4M +$18K +738 +1%
LWM
35
Lenox Wealth Management
Ohio
$1.31M -$125K -5,150 -9%
BCM
36
Brookstone Capital Management
Illinois
$1.28M +$93.6K +3,845 +8%
RWM
37
Ritholtz Wealth Management
New York
$1.18M +$1.18M +48,350 New
PAG
38
Private Advisor Group
New Jersey
$957K – – –
ECM
39
Exchange Capital Management
Michigan
$912K +$107K +4,395 +13%
FPS
40
Fieldpoint Private Securities
Connecticut
$875K +$875K +35,940 New
MA
41
MCF Advisors
Kentucky
$871K -$216K -8,866 -20%
HH
42
Hilltop Holdings
Texas
$852K -$560K -23,024 -40%
MIH
43
Madison Investment Holdings
Wisconsin
$838K +$172K +7,077 +26%
GLA
44
Great Lakes Advisors
Illinois
$777K +$6.28K +258 +0.8%
CWM
45
Cornerstone Wealth Management
Missouri
$759K +$448K +18,421 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$750K +$63.6K +2,612 +9%
BII
47
Bainco International Investors
Massachusetts
$683K +$56.8K +2,334 +9%
APP
48
Avantax Planning Partners
Iowa
$628K – – –
CA
49
Cetera Advisors
Colorado
$623K – – –
GP
50
Geneva Partners
Wisconsin
$511K -$127K -5,225 -20%
1
2
3 4

IBDN Hedge Fund Activity: Q2 2018 in Review

89 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2018, worth a combined $304M — up 15% from $264M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDN positions and 1 closed out — a net gain of 11 holders — while 49 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.5M. The largest seller was Capital Advisors Inc, cutting an estimated $1.19M.

  • 89 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2018, up from 79 in Q1 2018.
  • Funds reported $304M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2018, up 15% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2018 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $11.5M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.