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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

130 hedge funds and large institutions have $549M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 21

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $478M → $549M (+$71M)

5% more funds holding

Funds holding: 124130 (+6)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
73
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$2M +$1.98M +79,525 New
Wolverine Trading
52
Wolverine Trading
Illinois
$1.93M +$672K +26,926 +54%
AWM
53
Alterna Wealth Management
Texas
$1.74M +$684K +27,427 +66%
B
54
Bellecapital
Switzerland
$1.63M +$670K +26,853 +71%
LWANC
55
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M -$19.9K -799 -1%
SSB
56
Sandy Spring Bank
Maryland
$1.62M +$467K +18,725 +41%
Jane Street
57
Jane Street
New York
$1.51M -$3.19M -128,070 -68%
SCG
58
Sonata Capital Group
Washington
$1.5M +$1.49M +59,587 New
BPA
59
Beacon Pointe Advisors
California
$1.42M +$712K +28,541 +102%
MA
60
MCF Advisors
Kentucky
$1.32M +$41.8K +1,676 +3%
ECM
61
Exchange Capital Management
Michigan
$1.29M +$104K +4,160 +9%
TCCM
62
Timber Creek Capital Management
Massachusetts
$1.26M +$21K +844 +2%
FFIC
63
First Fiduciary Investment Counsel
Ohio
$1.25M +$41.4K +1,660 +3%
HCM
64
Harvey Capital Management
Florida
$1.23M +$828K +33,200 +212%
SB
65
Suntrust Banks
Georgia
$1.19M +$91.9K +3,686 +8%
VCM
66
Vivaldi Capital Management
Illinois
$1.17M -$1.78M -71,535 -61%
JLBC
67
J.L. Bainbridge & Co
Florida
$1.12M +$74.1K +2,973 +7%
HPC
68
HM Payson & Co
Maine
$1.1M +$249K +10,000 +30%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.04M +$92.4K +3,706 +10%
FPS
70
Fieldpoint Private Securities
Connecticut
$907K
Baird Financial Group
71
Baird Financial Group
Wisconsin
$900K +$28.5K +1,144 +3%
APA
72
American Portfolios Advisors
New York
$885K +$144K +5,790 +20%
ADL
73
Asset Dedication LLC
California
$867K +$239K +9,574 +38%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$840K
CA
75
Cetera Advisors
Colorado
$834K

IBDN Hedge Fund Activity: Q2 2019 in Review

130 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2019, worth a combined $549M — up 15% from $478M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDN positions and 9 closed out — a net gain of 8 holders — while 73 added to existing stakes and 21 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $28.7M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $3.42M sold.

  • 130 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2019, up from 124 in Q1 2019.
  • Funds reported $549M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $28.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2019.