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IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

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

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89 hedge funds and large institutions have $304M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

308% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $264M → $304M (+$40.2M)

13% more funds holding

Funds holding: 79 → 89 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
49
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
2
Wells Fargo
Wells Fargo
California
+$9.88M
3
AA
AlphaMark Advisors
Kentucky
+$5.92M
4
US Bancorp
US Bancorp
Minnesota
+$2.95M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$1.19M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$646K
3
HH
Hilltop Holdings
Texas
-$560K
4
FA
FDx Advisors
Illinois
-$537K
5
RJA
Raymond James & Associates
Florida
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$498K +$336K +13,800 +208%
TTWM
52
TCV Trust & Wealth Management
Virginia
$478K +$203K +8,345 +74%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$448K +$110K +4,504 +32%
APA
54
American Portfolios Advisors
New York
$448K +$50K +2,055 +13%
PCP
55
Proficio Capital Partners
Massachusetts
$439K +$143K +5,894 +49%
CWS
56
Cypress Wealth Services
California
$415K +$42.1K +1,730 +11%
B
57
Bellecapital
Switzerland
$404K – – –
OMC
58
Old Mission Capital
Illinois
$391K +$391K +16,055 New
BWM
59
BerganKDV Wealth Management
Minnesota
$390K – – –
AFC
60
AFT Forsyth & Company
Florida
$380K – – –
WGCA
61
Wolf Group Capital Advisors
Virginia
$367K – – –
FFA
62
Fragasso Financial Advisors
Pennsylvania
$318K +$318K +13,049 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$313K +$282K +11,605 +928%
BTS
64
BB&T Securities
Virginia
$313K +$314K +12,900 New
CCT
65
Country Club Trust
Missouri
$303K +$18.3K +750 +6%
SSB
66
Sandy Spring Bank
Maryland
$303K +$303K +12,445 New
ACS
67
Archford Capital Strategies
Illinois
$268K +$136K +5,570 +102%
SMC
68
Smith, Moore & Co
Missouri
$255K +$36.4K +1,496 +17%
AA
69
Ancora Advisors
Ohio
$243K +$243K +10,000 New
RBC
70
Roble Belko & Company
Pennsylvania
$242K – – –
VFA
71
Valeo Financial Advisors
Indiana
$241K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$226K +$226K +9,294 New
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$216K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$211K +$211K +8,666 New
SWM
75
Segment Wealth Management
Texas
$202K – – –
1 2
3
4

IBDN Hedge Fund Activity: Q2 2018 in Review

89 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2018, worth a combined $304M — up 15% from $264M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDN positions and 1 closed out — a net gain of 11 holders — while 49 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.5M. The largest seller was Capital Advisors Inc, cutting an estimated $1.19M.

  • 89 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2018, up from 79 in Q1 2018.
  • Funds reported $304M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2018, up 15% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2018 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $11.5M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.