iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
211 hedge funds and large institutions have $1.12B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
17% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 66
3% more funds holding
Funds holding: 205 → 211 (+6)
4% more capital invested
Capital invested by funds: $1.08B → $1.12B (+$38.9M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$19.8M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.04M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.31M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$29.6M |
| 2 |
RVPG
Relative Value Partners Group
|
-$13.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.94M |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$4.93M |
| 5 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$2.23M |
IBDN Hedge Fund Activity: Q4 2021 in Review
211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2021, worth a combined $1.12B — up 3.6% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBDN positions and 18 closed out — a net gain of 9 holders — while 77 added to existing stakes and 66 trimmed.
The largest buyer was Tobias Financial Advisors, opening a new position worth an estimated $19.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $29.6M sold.
- 211 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2021, up from 205 in Q3 2021.
- Funds reported $1.12B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2021, up 3.6% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2021 and 18 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2021 was Tobias Financial Advisors, an estimated $19.8M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2021.