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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

110 hedge funds and large institutions have $383M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

18% more funds holding

Funds holding: 93110 (+17)

17% more capital invested

Capital invested by funds: $327M → $383M (+$55.4M)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
2.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
28
Increased
47
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$4.15M -$275K -11,395 -6%
RJA
27
Raymond James & Associates
Florida
$3.6M +$252K +10,423 +8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.6M +$92.4K +3,822 +3%
CP
29
Camelot Portfolios
Ohio
$3.56M -$69.9K -2,893 -2%
AL
30
Aspiriant LLC
California
$2.98M
GWA
31
Guidant Wealth Advisors
Illinois
$2.97M +$2.97M +122,789 New
VCM
32
Vivaldi Capital Management
Illinois
$2.88M +$2.88M +119,141 New
MMHP
33
Murphy Middleton Hinkle & Parker
Georgia
$2.87M -$6.67K -276 -0.2%
Stifel Financial
34
Stifel Financial
Missouri
$2.77M +$976K +40,383 +54%
SWMG
35
Signature Wealth Management Group
Georgia
$2.54M +$2.18K +90 +0.1%
LWM
36
Lyell Wealth Management
California
$2.43M -$36.7K -1,520 -1%
Ameriprise
37
Ameriprise
Minnesota
$2.35M +$323K +13,352 +16%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.13M +$2.14M +88,314 New
RWM
39
Ritholtz Wealth Management
New York
$1.86M +$201K +8,300 +12%
WI
40
WrapManager Inc
California
$1.82M -$176K -7,277 -9%
LIM
41
Leavell Investment Management
Alabama
$1.79M +$338K +14,000 +23%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.75M +$14.1K +585 +0.8%
Mariner
43
Mariner
Kansas
$1.47M -$25.5K -1,054 -2%
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M +$1.41M +58,200 New
TCCM
45
Timber Creek Capital Management
Massachusetts
$1.27M -$43.8K -1,810 -3%
SWP
46
Stratos Wealth Partners
Ohio
$1.18M +$447K +18,500 +61%
ECM
47
Exchange Capital Management
Michigan
$1.08M +$122K +5,031 +13%
CA
48
Cetera Advisors
Colorado
$1.06M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.03M +$236K +9,777 +30%
SVWA
50
Sound View Wealth Advisors
Georgia
$993K +$994K +41,103 New

IBDN Hedge Fund Activity: Q4 2018 in Review

110 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2018, worth a combined $383M — up 17% from $327M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 10 closed out — a net gain of 18 holders — while 47 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Jane Street, exiting entirely with an estimated $6.15M sold.

  • 110 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $383M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2018 and 10 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2018 was Bank of America, an estimated $11.6M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $6.15M sold.

Based on aggregated 13F filings for Q4 2018.