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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

165 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $615M → $728M (+$113M)

18% more funds holding

Funds holding: 140165 (+25)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
165
Holders Change
+25
Holders Change %
+17.86%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
35
Increased
82
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
51
Murphy Middleton Hinkle & Parker
Georgia
$2.78M -$69.7K -2,756 -2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.63M -$1.29M -50,818 -33%
W
53
Wealthquest
Ohio
$2.63M +$487K +19,256 +24%
AFIMH
54
American Family Insurance Mutual Holding
Wisconsin
$2.55M +$2.55M +100,803 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.53M +$2M +79,014 +376%
FBB
56
Fulton Breakefield Broenniman
Maryland
$2.51M +$169K +6,697 +7%
HFRG
57
Houlihan Financial Resource Group
Virginia
$2.4M +$2.4M +95,047 New
LF
58
LifeSteps Financial
California
$2.38M +$2.38M +94,095 New
VVP
59
Venture Visionary Partners
Ohio
$2.38M +$2.38M +94,019 New
WI
60
WrapManager Inc
California
$2.25M +$22K +868 +1%
SSB
61
Sandy Spring Bank
Maryland
$2.22M +$327K +12,925 +17%
GGI
62
Godsey & Gibb Inc
Virginia
$2.12M +$2.12M +83,930 New
ADL
63
Asset Dedication LLC
California
$2.06M +$839K +33,158 +68%
B
64
Bellecapital
Switzerland
$1.96M +$326K +12,888 +20%
FFIC
65
First Fiduciary Investment Counsel
Ohio
$1.93M +$297K +11,760 +18%
RCA
66
Resonant Capital Advisors
Wisconsin
$1.91M +$1.91M +75,598 New
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89M +$210K +8,300 +13%
Truist Financial
68
Truist Financial
North Carolina
$1.86M +$1.86M +73,503 New
JLBC
69
J.L. Bainbridge & Co
Florida
$1.77M +$387K +15,309 +28%
BPA
70
Beacon Pointe Advisors
California
$1.69M +$264K +10,426 +19%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$833K +32,940 +100%
AWM
72
Alterna Wealth Management
Texas
$1.59M -$242K -9,550 -13%
MA
73
MCF Advisors
Kentucky
$1.57M +$249K +9,845 +19%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.46M
Jane Street
75
Jane Street
New York
$1.26M -$2.41M -95,283 -66%

IBDN Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2019, worth a combined $728M — up 18% from $615M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDN positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.96M sold.

  • 165 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $728M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2019 and 7 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2019 was Capital Advisors Inc, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2019.