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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

130 hedge funds and large institutions have $549M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 21

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $478M → $549M (+$71M)

5% more funds holding

Funds holding: 124130 (+6)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
73
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$6.22M +$399K +15,994 +7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$623K +24,977 +12%
CTC
28
Central Trust Company
Missouri
$6.04M +$317K +12,706 +6%
DE
29
Day & Ennis
Georgia
$5.95M +$165K +6,603 +3%
MCM
30
MV Capital Management
Maryland
$4.92M +$4.87M +195,112 New
AIA
31
Arcadia Investment Advisors
Idaho
$4.73M +$2.91M +116,682 +165%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.39M +$597K +23,941 +16%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$4.15M +$4.1M +164,495 New
SWP
34
Stratos Wealth Partners
Ohio
$4.07M -$3.42M -137,250 Closed
Mariner
35
Mariner
Kansas
$4M +$703K +28,171 +22%
LIM
36
Leavell Investment Management
Alabama
$3.97M +$356K +14,280 +10%
CSA
37
Cottage Street Advisors
Massachusetts
$3.94M
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.81M +$126K +5,058 +3%
CP
39
Camelot Portfolios
Ohio
$3.66M -$130K -5,230 -3%
GWA
40
Guidant Wealth Advisors
Illinois
$3.5M -$5.36K -215 -0.2%
Ameriprise
41
Ameriprise
Minnesota
$3.49M +$452K +18,122 +15%
NA
42
NewEdge Advisors
Louisiana
$3.39M +$225K +9,016 +7%
AL
43
Aspiriant LLC
California
$3.11M
RWM
44
Ritholtz Wealth Management
New York
$2.96M -$17.2K -689 -0.6%
MMHP
45
Murphy Middleton Hinkle & Parker
Georgia
$2.95M -$22.9K -920 -0.8%
KF
46
Krilogy Financial
Missouri
$2.92M +$306K +12,252 +12%
LWM
47
Lyell Wealth Management
California
$2.84M +$128K +5,150 +5%
SWMG
48
Signature Wealth Management Group
Georgia
$2.75M +$66.2K +2,654 +2%
WI
49
WrapManager Inc
California
$2.47M +$51.2K +2,054 +2%
GPA
50
Guidance Point Advisors
Massachusetts
$2.29M +$56.6K +2,270 +3%

IBDN Hedge Fund Activity: Q2 2019 in Review

130 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2019, worth a combined $549M — up 15% from $478M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDN positions and 9 closed out — a net gain of 8 holders — while 73 added to existing stakes and 21 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $28.7M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $3.42M sold.

  • 130 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2019, up from 124 in Q1 2019.
  • Funds reported $549M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $28.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2019.