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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

93 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% more capital invested

Capital invested by funds: $304M → $327M (+$23.7M)

4% more funds holding

Funds holding: 8993 (+4)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
9
Increased
48
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$759K +$16.8K +690 +4%
LWM
52
Lenox Wealth Management
Ohio
$752K -$558K -22,912 -43%
SWP
53
Stratos Wealth Partners
Ohio
$738K +$241K +9,900 +48%
APP
54
Avantax Planning Partners
Iowa
$686K +$57.9K +2,378 +9%
BII
55
Bainco International Investors
Massachusetts
$675K -$8.01K -329 -1%
SSB
56
Sandy Spring Bank
Maryland
$587K +$285K +11,700 +94%
BWM
57
BerganKDV Wealth Management
Minnesota
$558K +$169K +6,943 +43%
TTWM
58
TCV Trust & Wealth Management
Virginia
$520K +$43K +1,766 +9%
HPC
59
HM Payson & Co
Maine
$487K +$487K +20,000 New
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$453K +$5.67K +233 +1%
APA
61
American Portfolios Advisors
New York
$448K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$443K +$130K +5,342 +42%
PCP
63
Proficio Capital Partners
Massachusetts
$439K
CWS
64
Cypress Wealth Services
California
$415K +$24 +1 +0%
B
65
Bellecapital
Switzerland
$404K
AFC
66
AFT Forsyth & Company
Florida
$380K
OMC
67
Old Mission Capital
Illinois
$358K -$32.5K -1,335 -8%
WGCA
68
Wolf Group Capital Advisors
Virginia
$354K
ACS
69
Archford Capital Strategies
Illinois
$347K +$79.1K +3,248 +29%
BTS
70
BB&T Securities
Virginia
$313K
CCT
71
Country Club Trust
Missouri
$303K
RCAG
72
Rehmann Capital Advisory Group
Michigan
$267K +$132K +5,429 +98%
SMC
73
Smith, Moore & Co
Missouri
$256K +$1.49K +61 +0.6%
AA
74
Ancora Advisors
Ohio
$243K
RBC
75
Roble Belko & Company
Pennsylvania
$242K

IBDN Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2018, worth a combined $327M — up 7.8% from $304M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDN positions and 5 closed out — a net gain of 4 holders — while 48 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.15M. The largest seller was Envestnet Asset Management, cutting an estimated $6M.

  • 93 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2018, up from 89 in Q2 2018.
  • Funds reported $327M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2018, up 7.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2018 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2018 was Jane Street, an estimated $6.15M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2018.