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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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140 hedge funds and large institutions have $615M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more capital invested

Capital invested by funds: $549M → $615M (+$66.5M)

8% more funds holding

Funds holding: 130 → 140 (+10)

Holders
140
Holders Change
+10
Holders Change %
+7.69%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
18
Increased
65
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$10.7M
2
Morgan Stanley
Morgan Stanley
New York
+$9.93M
3
PAG
Private Advisor Group
New Jersey
+$7.03M
4
ACA
Aptus Capital Advisors
Alabama
+$5.38M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
IA
IFG Advisory
Georgia
-$1.13M
2
RW
RVW Wealth
California
-$903K
3
SAM
Security Asset Management
New York
-$818K
4
PWS
Peloton Wealth Strategists
Indiana
-$674K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$660K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AlphaMark Advisors
Kentucky
$6.58M -$94.8K -3,756 -1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.41M +$343K +13,581 +6%
UCFA
28
United Capital Financial Advisors
Texas
$6.12M -$123K -4,859 -2%
GI
29
Gradient Investments
Minnesota
$6.09M -$314K -12,439 -5%
DE
30
Day & Ennis
Georgia
$5.97M +$1.14K +45 +0%
SWP
31
Stratos Wealth Partners
Ohio
$5.49M – – –
AIA
32
Arcadia Investment Advisors
Idaho
$5.07M +$322K +12,743 +7%
GWA
33
Guidant Wealth Advisors
Illinois
$4.87M +$1.35M +53,414 +38%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$4.8M +$629K +24,911 +15%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.77M +$361K +14,289 +8%
Mariner
36
Mariner
Kansas
$4.54M +$525K +20,807 +13%
LIM
37
Leavell Investment Management
Alabama
$4.45M +$467K +18,500 +12%
Citadel Advisors
38
Citadel Advisors
Florida
$3.96M +$3.95M +156,469 New
CSA
39
Cottage Street Advisors
Massachusetts
$3.95M – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.92M +$95K +3,763 +2%
OMC
41
Old Mission Capital
Illinois
$3.8M +$3.79M +150,034 New
Ameriprise
42
Ameriprise
Minnesota
$3.79M +$289K +11,443 +8%
Jane Street
43
Jane Street
New York
$3.67M +$2.15M +85,156 +142%
CP
44
Camelot Portfolios
Ohio
$3.65M -$24.3K -962 -0.7%
NA
45
NewEdge Advisors
Louisiana
$3.62M +$214K +8,489 +6%
LWM
46
Lyell Wealth Management
California
$3.21M +$364K +14,425 +13%
AL
47
Aspiriant LLC
California
$3.12M – – –
RWM
48
Ritholtz Wealth Management
New York
$3.03M +$64K +2,534 +2%
KF
49
Krilogy Financial
Missouri
$3.02M +$89.6K +3,548 +3%
MMHP
50
Murphy Middleton Hinkle & Parker
Georgia
$2.86M -$107K -4,225 -4%
1
2
3 4 5

IBDN Hedge Fund Activity: Q3 2019 in Review

140 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2019, worth a combined $615M — up 12% from $549M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDN positions and 8 closed out — a net gain of 10 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $10.7M. The largest seller was IFG Advisory, cutting an estimated $1.13M.

  • 140 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2019, up from 130 in Q2 2019.
  • Funds reported $615M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2019 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2019 was Bank of America, an estimated $10.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2019 was IFG Advisory, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2019.