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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

93 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% more capital invested

Capital invested by funds: $304M → $327M (+$23.7M)

4% more funds holding

Funds holding: 8993 (+4)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
9
Increased
48
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
Aspiriant LLC
California
$3M +$3M +123,203 New
MMHP
27
Murphy Middleton Hinkle & Parker
Georgia
$2.89M -$23.4K -963 -0.8%
PAG
28
Private Advisor Group
New Jersey
$2.81M
FFA
29
Fragasso Financial Advisors
Pennsylvania
$2.7M +$2.4M +98,652 +756%
GI
30
Gradient Investments
Minnesota
$2.67M +$606K +24,887 +1,141%
SWMG
31
Signature Wealth Management Group
Georgia
$2.55M +$81.9K +3,362 +3%
LWM
32
Lyell Wealth Management
California
$2.49M +$32.9K +1,350 +1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$2.14M +$746K +30,635 +53%
Ameriprise
34
Ameriprise
Minnesota
$2.04M +$140K +5,767 +7%
WI
35
WrapManager Inc
California
$2.01M +$414K +17,019 +26%
Stifel Financial
36
Stifel Financial
Missouri
$1.8M +$378K +15,518 +26%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.75M +$16.6K +680 +1%
RWM
38
Ritholtz Wealth Management
New York
$1.67M +$494K +20,310 +42%
Mariner
39
Mariner
Kansas
$1.51M +$52.7K +2,166 +4%
LIM
40
Leavell Investment Management
Alabama
$1.46M +$48.7K +2,000 +3%
Wolverine Trading
41
Wolverine Trading
Illinois
$1.33M +$1.33M +54,802 New
TCCM
42
Timber Creek Capital Management
Massachusetts
$1.32M -$281K -11,562 -18%
BCM
43
Brookstone Capital Management
Illinois
$1.19M -$90.4K -3,715 -7%
CA
44
Cetera Advisors
Colorado
$1.12M
ECM
45
Exchange Capital Management
Michigan
$964K +$52K +2,136 +6%
MIH
46
Madison Investment Holdings
Wisconsin
$924K +$87.1K +3,577 +10%
FPS
47
Fieldpoint Private Securities
Connecticut
$874K
MA
48
MCF Advisors
Kentucky
$870K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$803K +$54K +2,220 +7%
HH
50
Hilltop Holdings
Texas
$777K -$74.4K -3,054 -9%

IBDN Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2018, worth a combined $327M — up 7.8% from $304M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDN positions and 5 closed out — a net gain of 4 holders — while 48 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.15M. The largest seller was Envestnet Asset Management, cutting an estimated $6M.

  • 93 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2018, up from 89 in Q2 2018.
  • Funds reported $327M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2018, up 7.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2018 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2018 was Jane Street, an estimated $6.15M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2018.