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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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124 hedge funds and large institutions have $478M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $383M → $478M (+$95.1M)

13% more funds holding

Funds holding: 110 → 124 (+14)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
23
Increased
66
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$6.93M
3
Stifel Financial
Stifel Financial
Missouri
+$6.49M
4
Bank of America
Bank of America
North Carolina
+$5.89M
5
Wells Fargo
Wells Fargo
California
+$5.02M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$27.2M
2
RFO
RiverGlades Family Offices
Florida
-$4.74M
3
AL
Aspiriant LLC
California
-$3.03M
4
NA
NewEdge Advisors
Louisiana
-$2.67M
5
GI
Gradient Investments
Minnesota
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.58M +$1.84M +74,850 +50%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.34M +$623K +25,346 +13%
PAG
28
Private Advisor Group
New Jersey
$5.29M – – –
Jane Street
29
Jane Street
New York
$4.68M +$4.62M +188,055 New
CAI
30
Capital Advisors Inc
Oklahoma
$4.38M -$27.2M -1,108,220 -86%
CSA
31
Cottage Street Advisors
Massachusetts
$3.89M +$3.84M +156,000 New
CP
32
Camelot Portfolios
Ohio
$3.74M +$71.7K +2,916 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.74M +$2.64M +107,367 +251%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.63M +$1.81M +73,646 +102%
LIM
35
Leavell Investment Management
Alabama
$3.56M +$1.7M +68,975 +93%
GWA
36
Guidant Wealth Advisors
Illinois
$3.46M +$399K +16,218 +13%
SWP
37
Stratos Wealth Partners
Ohio
$3.42M +$2.17M +88,400 +181%
Mariner
38
Mariner
Kansas
$3.25M +$1.71M +69,369 +114%
NA
39
NewEdge Advisors
Louisiana
$3.12M -$2.67M -108,648 -46%
AL
40
Aspiriant LLC
California
$3.07M -$3.03M -123,203 Closed
Ameriprise
41
Ameriprise
Minnesota
$2.98M +$564K +22,927 +24%
VCM
42
Vivaldi Capital Management
Illinois
$2.94M -$27K -1,099 -0.9%
MMHP
43
Murphy Middleton Hinkle & Parker
Georgia
$2.94M -$15.2K -619 -0.5%
RWM
44
Ritholtz Wealth Management
New York
$2.94M +$1.01M +41,021 +53%
LWM
45
Lyell Wealth Management
California
$2.67M +$162K +6,570 +7%
SWMG
46
Signature Wealth Management Group
Georgia
$2.67M +$46K +1,872 +2%
KF
47
Krilogy Financial
Missouri
$2.58M +$2.55M +103,624 New
SVWA
48
Sound View Wealth Advisors
Georgia
$2.56M +$1.52M +61,753 +150%
WI
49
WrapManager Inc
California
$2.39M +$509K +20,715 +28%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.25M +$52.4K +2,130 +2%
1
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IBDN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2019, worth a combined $478M — up 25% from $383M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDN positions and 8 closed out — a net gain of 15 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $10.5M. The largest seller was Capital Advisors Inc, cutting an estimated $27.2M.

  • 124 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $478M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2019 was UBS Group, an estimated $10.5M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.