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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

212 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

6% more funds holding

Funds holding: 200212 (+12)

3% more capital invested

Capital invested by funds: $955M → $984M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
212
Holders Change
+12
Holders Change %
+6%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
64
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$10.5M -$313K -12,498 -3%
MFG
27
Merit Financial Group
Georgia
$10.3M -$554K -22,144 -5%
Ameriprise
28
Ameriprise
Minnesota
$10.3M -$6.4M -255,644 -38%
ADL
29
Asset Dedication LLC
California
$9.37M +$2.43M +97,263 +35%
NA
30
NewEdge Advisors
Louisiana
$8.45M +$8.46M +338,000 New
AF
31
Arrow Financial
New York
$8.21M +$6.73M +268,967 +454%
GA
32
Gateway Advisory
New Jersey
$7.96M +$5.68K +227 +0.1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.68M +$1.23M +49,275 +23%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$6.65M +$3.95M +157,925 +146%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.57M +$1.74M +69,584 +36%
SB
36
Strategic Blueprint
Georgia
$6.18M +$6.18M +247,190 New
SG
37
Strid Group
Pennsylvania
$5.59M
PAG
38
Private Advisor Group
New Jersey
$5.39M -$791K -31,605 -13%
SCG
39
Sonata Capital Group
Washington
$5.33M
FBB
40
Fulton Breakefield Broenniman
Maryland
$5.33M -$103K -4,101 -2%
PPWM
41
PFG Private Wealth Management
Florida
$5.29M +$61.3K +2,450 +1%
MAS
42
Madden Advisory Services
Florida
$5.06M +$575K +22,982 +13%
SSB
43
Sandy Spring Bank
Maryland
$5.02M -$217K -8,681 -4%
LWM
44
Lyell Wealth Management
California
$4.94M +$284K +11,350 +6%
DE
45
Day & Ennis
Georgia
$4.92M -$647K -25,879 -12%
CCM
46
Cribstone Capital Management
Maine
$4.68M -$1.55M -62,139 -25%
Stifel Financial
47
Stifel Financial
Missouri
$4.67M -$729K -29,137 -14%
AF
48
Allworth Financial
California
$4.43M -$69K -2,760 -2%
WCM
49
Windsor Capital Management
Arizona
$4.34M +$4.11M +164,135 +1,746%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$4.24M -$272K -10,882 -6%

IBDN Hedge Fund Activity: Q2 2022 in Review

212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2022, worth a combined $984M — up 3.1% from $955M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDN positions and 18 closed out — a net gain of 14 holders — while 64 added to existing stakes and 78 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.3M.

  • 212 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $984M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2022, up 3.1% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2022 was HighTower Advisors, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.