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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

171 hedge funds and large institutions have $904M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 35

20% more capital invested

Capital invested by funds: $755M → $904M (+$149M)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 172171 (-1)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.51%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.29%
New
21
Increased
82
Reduced
35
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$8.21M -$24.4K -961 -0.3%
PAG
27
Private Advisor Group
New Jersey
$8.04M -$187K -7,355 -2%
MGIA
28
Matthew Goff Investment Advisor
Texas
$7.75M -$226K -8,903 -3%
GA
29
Gateway Advisory
New Jersey
$7.6M +$289K +11,388 +4%
Mariner
30
Mariner
Kansas
$7.58M -$178K -7,015 -2%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$7.01M +$724K +28,490 +12%
LIM
32
Leavell Investment Management
Alabama
$6.93M +$937K +36,906 +16%
AA
33
AlphaMark Advisors
Kentucky
$6.82M +$193K +7,585 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$6.63M -$8K -315 -0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.45M +$292K +11,489 +5%
DE
36
Day & Ennis
Georgia
$6.38M +$30.9K +1,216 +0.5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.16M -$230K -9,053 -4%
UCFA
38
United Capital Financial Advisors
Texas
$5.67M -$742K -29,206 -12%
AIA
39
Arcadia Investment Advisors
Idaho
$5.48M +$427K +16,792 +9%
EWA
40
EP Wealth Advisors
California
$4.49M -$328K -12,928 -7%
LWM
41
Lyell Wealth Management
California
$4.32M +$739K +29,090 +21%
Wolverine Trading
42
Wolverine Trading
Illinois
$4.19M +$4.15M +163,365 New
FBB
43
Fulton Breakefield Broenniman
Maryland
$3.54M +$647K +25,489 +23%
SCG
44
Sonata Capital Group
Washington
$3.53M +$220K +8,665 +7%
PPWM
45
PFG Private Wealth Management
Florida
$3.5M +$107K +4,212 +3%
RWM
46
Ritholtz Wealth Management
New York
$3.48M +$211K +8,322 +7%
CP
47
Camelot Portfolios
Ohio
$3.25M -$1.37M -54,024 -30%
GGI
48
Godsey & Gibb Inc
Virginia
$3.25M -$311K -12,255 -9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$3.21M +$250K +9,827 +9%
SWMG
50
Signature Wealth Management Group
Georgia
$3.21M +$189K +7,450 +6%

IBDN Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2020, worth a combined $904M — up 20% from $755M a quarter earlier.

Fund positioning in IBDN was balanced in Q2 2020: 21 funds opened new positions, 21 closed out, 82 added to existing stakes and 35 trimmed.

The largest buyer was Jane Street, adding an estimated $23.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $11.1M sold.

  • 171 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2020, down from 172 in Q1 2020.
  • Funds reported $904M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2020 and 21 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2020 was Jane Street, an estimated $23.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2020 was HighTower Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.