iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
200 hedge funds and large institutions have $955M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 28 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less funds holding
Funds holding: 211 → 200 (-11)
15% less capital invested
Capital invested by funds: $1.12B → $955M (-$169M)
20% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 80
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$29.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$15.1M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$10.9M |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$10M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$144M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$19.8M |
| 3 |
RVPG
Relative Value Partners Group
|
-$10.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.85M |
| 5 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$7.17M |
IBDN Hedge Fund Activity: Q1 2022 in Review
200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2022, worth a combined $955M — down 15% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IBDN and 20 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 64 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $29.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $144M sold.
- 200 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2022, down from 211 in Q4 2021.
- Funds reported $955M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2022, down 15% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2022 and 28 closed out, a net change of -8 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $29.9M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2022 was Aptus Capital Advisors, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2022.