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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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202 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$19M)

4% less funds holding

Funds holding: 210 → 202 (-8)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
14
Increased
86
Reduced
60
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.2M
2
NC
NovaPoint Capital
Georgia
+$8.04M
3
RVPG
Relative Value Partners Group
+$5.34M
4
BWM
BerganKDV Wealth Management
Minnesota
+$3.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$16.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$8.33M
4
AA
AlphaMark Advisors
Kentucky
-$6.1M
5
Stifel Financial
Stifel Financial
Missouri
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
26
NovaPoint Capital
Georgia
$9.19M +$8.04M +316,134 +693%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$8.94M +$836K +32,868 +10%
PAG
28
Private Advisor Group
New Jersey
$8.26M -$370K -14,543 -4%
LIM
29
Leavell Investment Management
Alabama
$8.02M – – –
GA
30
Gateway Advisory
New Jersey
$8.01M +$98.6K +3,879 +1%
ACM
31
Azimuth Capital Management
Michigan
$7.28M -$122K -4,800 -2%
Mariner
32
Mariner
Kansas
$7.17M -$96.7K -3,802 -1%
TWA
33
Tillar-Wenstrup Advisors
Ohio
$7.11M +$130K +5,114 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.07M +$549K +21,592 +8%
PPWM
35
PFG Private Wealth Management
Florida
$6.86M +$320K +12,582 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$6.5M -$306K -12,037 -4%
ADL
37
Asset Dedication LLC
California
$6.34M +$1.06M +41,566 +20%
AIA
38
Arcadia Investment Advisors
Idaho
$6.1M +$125K +4,917 +2%
DE
39
Day & Ennis
Georgia
$5.96M -$288K -11,332 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.86M +$37.1K +1,458 +0.6%
UCFA
41
United Capital Financial Advisors
Texas
$5.45M -$205K -8,058 -4%
SCG
42
Sonata Capital Group
Washington
$5.21M +$820K +32,244 +19%
FBB
43
Fulton Breakefield Broenniman
Maryland
$5.16M +$721K +28,359 +16%
KAS
44
Kestra Advisory Services
Texas
$4.96M -$130K -5,112 -3%
LWM
45
Lyell Wealth Management
California
$4.94M +$14K +550 +0.3%
AF
46
Allworth Financial
California
$4.83M -$370K -14,560 -7%
SSB
47
Sandy Spring Bank
Maryland
$4.76M +$323K +12,724 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.3M +$627K +24,677 +17%
KNW
49
Kesler Norman & Wride
Utah
$4.29M +$55.3K +2,175 +1%
CCM
50
Cribstone Capital Management
Maine
$4.11M +$210K +8,245 +5%
1
2
3 4 5

IBDN Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2021, worth a combined $1.06B — down 1.8% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBDN and 14 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 86 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.2M. The largest seller was UBS Group, cutting an estimated $16.8M.

  • 202 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2021, down from 210 in Q1 2021.
  • Funds reported $1.06B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2021 and 20 closed out, a net change of -6 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $14.2M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2021 was UBS Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2021.