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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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204 hedge funds and large institutions have $983M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

154% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 39

11% more funds holding

Funds holding: 184 → 204 (+20)

11% more capital invested

Capital invested by funds: $888M → $983M (+$94.5M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
204
Holders Change
+20
Holders Change %
+10.87%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
28
Increased
99
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$27.1M
2
SIC
Sigma Investment Counselors
Michigan
+$11.7M
3
PAG
Private Advisor Group
New Jersey
+$8.39M
4
Bank of America
Bank of America
North Carolina
+$7.93M
5
ACM
Azimuth Capital Management
Michigan
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$50.4M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$2.41M
4
Stifel Financial
Stifel Financial
Missouri
-$2.26M
5
FBB
Fulton Breakefield Broenniman
Maryland
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Gateway Advisory
New Jersey
$7.81M +$113K +4,429 +1%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$7.71M -$629K -24,578 -8%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$7.66M +$139K +5,424 +2%
LIM
29
Leavell Investment Management
Alabama
$7.58M +$480K +18,775 +7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$7.34M +$260K +10,174 +4%
MGIA
31
Matthew Goff Investment Advisor
Texas
$7.33M -$68K -2,657 -0.9%
AA
32
AlphaMark Advisors
Kentucky
$7.16M +$469K +18,321 +7%
Mariner
33
Mariner
Kansas
$7.14M +$309K +12,087 +5%
ACM
34
Azimuth Capital Management
Michigan
$6.67M +$6.67M +260,725 New
TWA
35
Tillar-Wenstrup Advisors
Ohio
$6.46M +$4.41M +172,340 +214%
DE
36
Day & Ennis
Georgia
$6.42M +$47.5K +1,858 +0.7%
AIA
37
Arcadia Investment Advisors
Idaho
$5.86M +$264K +10,332 +5%
UCFA
38
United Capital Financial Advisors
Texas
$5.85M +$794K +31,012 +16%
AF
39
Allworth Financial
California
$5.53M +$5.54M +216,322 New
LWM
40
Lyell Wealth Management
California
$4.53M -$69.8K -2,728 -2%
SCG
41
Sonata Capital Group
Washington
$4.35M +$516K +20,169 +13%
SSB
42
Sandy Spring Bank
Maryland
$4.34M +$452K +17,665 +12%
EWA
43
EP Wealth Advisors
California
$4.28M +$4.28M +167,385 New
PPWM
44
PFG Private Wealth Management
Florida
$4.24M +$343K +13,405 +9%
KNW
45
Kesler Norman & Wride
Utah
$4.12M +$4.12M +160,949 New
VVP
46
Venture Visionary Partners
Ohio
$4.04M +$292K +11,396 +8%
CP
47
Camelot Portfolios
Ohio
$3.83M +$419K +16,379 +12%
CCM
48
Cribstone Capital Management
Maine
$3.68M +$314K +12,263 +9%
Truist Financial
49
Truist Financial
North Carolina
$3.51M +$687K +26,858 +24%
RWM
50
Ritholtz Wealth Management
New York
$3.49M +$26.2K +1,022 +0.8%
1
2
3 4 5

IBDN Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2020, worth a combined $983M — up 11% from $888M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 7 closed out — a net gain of 21 holders — while 99 added to existing stakes and 39 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $50.4M sold.

  • 204 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $983M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $27.1M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2020 was Capital Advisors Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2020.