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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

124 hedge funds and large institutions have $478M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $383M → $478M (+$95.1M)

13% more funds holding

Funds holding: 110124 (+14)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
23
Increased
66
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
51
Guidance Point Advisors
Massachusetts
$2.21M +$1.39M +56,418 +175%
AIA
52
Arcadia Investment Advisors
Idaho
$1.76M +$1.43M +57,980 +452%
LWANC
53
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M +$175K +7,100 +12%
MA
54
MCF Advisors
Kentucky
$1.26M +$266K +10,804 +27%
Wolverine Trading
55
Wolverine Trading
Illinois
$1.23M +$517K +21,015 +74%
TCCM
56
Timber Creek Capital Management
Massachusetts
$1.22M -$87.9K -3,573 -7%
FFIC
57
First Fiduciary Investment Counsel
Ohio
$1.2M +$295K +11,990 +33%
ECM
58
Exchange Capital Management
Michigan
$1.17M +$55.8K +2,270 +5%
SSB
59
Sandy Spring Bank
Maryland
$1.14M +$326K +13,250 +41%
OMC
60
Old Mission Capital
Illinois
$1.11M +$258K +10,509 +31%
SB
61
Suntrust Banks
Georgia
$1.1M +$612K +24,894 +120%
CA
62
Cetera Advisors
Colorado
$1.07M
AWM
63
Alterna Wealth Management
Texas
$1.03M +$1.02M +41,485 New
JLBC
64
J.L. Bainbridge & Co
Florida
$1.03M +$1.02M +41,310 New
B
65
Bellecapital
Switzerland
$941K
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$927K +$694K +28,231 +313%
FPS
67
Fieldpoint Private Securities
Connecticut
$895K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$860K -$44.1K -1,793 -5%
HPC
69
HM Payson & Co
Maine
$833K +$822K +33,450 New
QCM
70
Quest Capital Management
Texas
$813K +$802K +32,634 New
SAM
71
Security Asset Management
New York
$808K +$797K +32,425 New
HH
72
Hilltop Holdings
Texas
$804K -$9.84K -400 -1%
BWM
73
BerganKDV Wealth Management
Minnesota
$751K +$79.8K +3,246 +12%
PCP
74
Proficio Capital Partners
Massachusetts
$738K -$65.3K -2,655 -8%
APA
75
American Portfolios Advisors
New York
$730K +$7.99K +325 +1%

IBDN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2019, worth a combined $478M — up 25% from $383M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDN positions and 8 closed out — a net gain of 15 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $10.5M. The largest seller was Capital Advisors Inc, cutting an estimated $27.2M.

  • 124 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $478M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2019 was UBS Group, an estimated $10.5M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.