We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

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

Back to rankings

165 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $615M → $728M (+$113M)

18% more funds holding

Funds holding: 140 → 165 (+25)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
165
Holders Change
+25
Holders Change %
+17.86%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
35
Increased
82
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$10.9M
2
Bank of America
Bank of America
North Carolina
+$10.5M
3
UBS Group
UBS Group
Switzerland
+$6.52M
4
Morgan Stanley
Morgan Stanley
New York
+$5.75M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.96M
2
OMC
Old Mission Capital
Illinois
-$3.34M
3
Jane Street
Jane Street
New York
-$2.41M
4
Wolverine Trading
Wolverine Trading
Illinois
-$1.91M
5
BCM
Bluefin Capital Management
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Gateway Advisory
New Jersey
$7.22M +$18.4K +726 +0.3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$7.15M +$755K +29,857 +12%
AA
28
AlphaMark Advisors
Kentucky
$6.69M +$121K +4,766 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.48M -$496K -19,593 -7%
UCFA
30
United Capital Financial Advisors
Texas
$6.47M +$362K +14,327 +6%
DE
31
Day & Ennis
Georgia
$6.24M +$272K +10,751 +5%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$6.13M +$1.34M +53,014 +28%
GI
33
Gradient Investments
Minnesota
$5.82M -$259K -10,244 -4%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$5.61M +$5.47M +216,291 +3,897%
LIM
35
Leavell Investment Management
Alabama
$5.57M +$1.13M +44,580 +25%
Mariner
36
Mariner
Kansas
$5.56M +$1.03M +40,711 +23%
AIA
37
Arcadia Investment Advisors
Idaho
$5.37M +$304K +12,034 +6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.32M +$558K +22,040 +12%
Ameriprise
39
Ameriprise
Minnesota
$4.46M +$652K +25,771 +17%
CP
40
Camelot Portfolios
Ohio
$4.08M +$438K +17,298 +12%
EWA
41
EP Wealth Advisors
California
$4.04M +$4.04M +159,605 New
CSA
42
Cottage Street Advisors
Massachusetts
$3.94M – – –
NA
43
NewEdge Advisors
Louisiana
$3.85M +$242K +9,566 +7%
RWM
44
Ritholtz Wealth Management
New York
$3.52M +$488K +19,305 +16%
LWM
45
Lyell Wealth Management
California
$3.49M +$279K +11,025 +9%
GPA
46
Guidance Point Advisors
Massachusetts
$3.25M +$730K +28,853 +29%
SCG
47
Sonata Capital Group
Washington
$3.21M +$548K +21,665 +21%
PPWM
48
PFG Private Wealth Management
Florida
$3.2M +$3.2M +126,461 New
KF
49
Krilogy Financial
Missouri
$3M -$25.7K -1,017 -0.9%
SWMG
50
Signature Wealth Management Group
Georgia
$2.83M +$57.5K +2,272 +2%
1
2
3 4 5

IBDN Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2019, worth a combined $728M — up 18% from $615M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDN positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.96M sold.

  • 165 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $728M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2019 and 7 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2019 was Capital Advisors Inc, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2019.