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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$8.73M -$176K -6,928 -2%
LIM
27
Leavell Investment Management
Alabama
$8.58M +$607K +23,963 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$8.3M +$1.26M +49,608 +18%
GA
29
Gateway Advisory
New Jersey
$8.03M +$38.8K +1,532 +0.5%
TWA
30
Tillar-Wenstrup Advisors
Ohio
$7.43M +$340K +13,417 +5%
PPWM
31
PFG Private Wealth Management
Florida
$7.31M +$473K +18,681 +7%
ACM
32
Azimuth Capital Management
Michigan
$7.19M -$74.7K -2,950 -1%
Mariner
33
Mariner
Kansas
$6.85M -$298K -11,778 -4%
ADL
34
Asset Dedication LLC
California
$6.56M +$236K +9,301 +4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$6.36M -$120K -4,751 -2%
Jane Street
36
Jane Street
New York
$6.09M +$6.1M +240,567 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.92M +$77.8K +3,071 +1%
DE
38
Day & Ennis
Georgia
$5.91M -$28.7K -1,132 -0.5%
Truist Financial
39
Truist Financial
North Carolina
$5.65M +$1.66M +65,446 +41%
UCFA
40
United Capital Financial Advisors
Texas
$5.64M +$211K +8,340 +4%
SCG
41
Sonata Capital Group
Washington
$5.56M +$368K +14,531 +7%
FBB
42
Fulton Breakefield Broenniman
Maryland
$5.33M +$179K +7,078 +3%
SSB
43
Sandy Spring Bank
Maryland
$5.29M +$545K +21,510 +11%
Stifel Financial
44
Stifel Financial
Missouri
$5.07M -$6.08M -240,108 -55%
LWM
45
Lyell Wealth Management
California
$4.86M -$70.9K -2,800 -1%
KAS
46
Kestra Advisory Services
Texas
$4.84M -$104K -4,122 -2%
AF
47
Allworth Financial
California
$4.75M -$66.9K -2,639 -1%
SG
48
Strid Group
Pennsylvania
$4.5M
KNW
49
Kesler Norman & Wride
Utah
$4.43M +$147K +5,787 +3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$4.43M +$523K +20,655 +13%

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.