iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
54 hedge funds and large institutions have $213M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 4 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $180M → $213M (+$33.1M)
15% more funds holding
Funds holding: 47 → 54 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.76M |
| 3 |
CIM
Corda Investment Management
Houston,
Texas
|
+$2.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 5 |
Morgan Stanley
New York
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.09M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$2.01M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$851K |
| 4 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$265K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
51
MCF Advisors
Covington,
Kentucky
| $19K | +$19.3K | +770 | New |
|
|
WA
52
WFG Advisors
Dallas,
Texas
| $15K | -$12.6K | -500 | -45% |
|
|
WAM
53
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $11K | +$10.6K | +423 | New |
|
|
DADC
54
D.A. Davidson & Co
Great Falls,
Montana
| $7K | -$7.53K | -300 | -50% |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
56
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | +$3.27K | +130 | New |
|
57
BlackRock
New York
| $1K | +$25 | +1 | +2% |
|
|
58
Wolverine Trading
Chicago,
Illinois
| – | -$2.01M | -80,935 | Closed |
|
|
VKH
59
Virtu KCG Holdings
New York
| – | -$851K | -34,158 | Closed |
|
|
CCT
60
Country Club Trust
Kansas City,
Missouri
| – | -$265K | -10,665 | Closed |
|
|
ACS
61
Archford Capital Strategies
Swansea,
Illinois
| – | -$17K | -684 | Closed |
|
IBDN Hedge Fund Activity: Q2 2017 in Review
54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2017, worth a combined $213M — up 18% from $180M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBDN positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $4.09M.
- 54 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2017, up from 47 in Q1 2017.
- Funds reported $213M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2017, up 18% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2017 and 4 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $12M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2017 was Wells Fargo, an estimated $4.09M sold.
Based on aggregated 13F filings for Q2 2017.