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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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204 hedge funds and large institutions have $983M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

154% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 39

11% more funds holding

Funds holding: 184 → 204 (+20)

11% more capital invested

Capital invested by funds: $888M → $983M (+$94.5M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
204
Holders Change
+20
Holders Change %
+10.87%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
28
Increased
99
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$27.1M
2
SIC
Sigma Investment Counselors
Michigan
+$11.7M
3
PAG
Private Advisor Group
New Jersey
+$8.39M
4
Bank of America
Bank of America
North Carolina
+$7.93M
5
ACM
Azimuth Capital Management
Michigan
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$50.4M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$2.41M
4
Stifel Financial
Stifel Financial
Missouri
-$2.26M
5
FBB
Fulton Breakefield Broenniman
Maryland
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$3.46M +$226K +8,825 +7%
SWMG
52
Signature Wealth Management Group
Georgia
$3.33M +$83K +3,244 +3%
GGI
53
Godsey & Gibb Inc
Virginia
$3.31M -$24.4K -955 -0.7%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.22M +$427K +16,689 +15%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.17M +$340K +13,276 +12%
PWM
56
Praetorian Wealth Management
California
$2.99M +$169K +6,596 +6%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.83M +$98.9K +3,864 +4%
PGAM
58
Princeton Global Asset Management
New Jersey
$2.76M +$233K +9,118 +9%
BPA
59
Beacon Pointe Advisors
California
$2.74M -$112K -4,368 -4%
GPA
60
Guidance Point Advisors
Massachusetts
$2.71M +$84.9K +3,316 +3%
PWS
61
Peloton Wealth Strategists
Indiana
$2.68M +$256K +10,000 +11%
KF
62
Krilogy Financial
Missouri
$2.64M +$22.3K +872 +0.9%
NB
63
Northwest Bancshares
Pennsylvania
$2.61M -$389K -15,214 -13%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.58M +$1.32M +51,490 +105%
AFIMH
65
American Family Insurance Mutual Holding
Wisconsin
$2.55M +$1.28M +50,000 +100%
B
66
Bellecapital
Switzerland
$2.47M +$467K +18,233 +23%
JLBC
67
J.L. Bainbridge & Co
Florida
$2.42M +$210K +8,213 +9%
FBB
68
Fulton Breakefield Broenniman
Maryland
$2.39M -$1.48M -57,925 -38%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$2.33M +$866K +33,854 +59%
FFIC
70
First Fiduciary Investment Counsel
Ohio
$2.28M +$475K +18,565 +26%
ADL
71
Asset Dedication LLC
California
$2.23M -$38.6K -1,507 -2%
Lido Advisors
72
Lido Advisors
California
$2.18M – – –
COCM
73
Charter Oak Capital Management
New Hampshire
$2.11M +$2.11M +82,509 New
MMHP
74
Murphy Middleton Hinkle & Parker
Georgia
$2.11M -$33.1K -1,293 -2%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05M +$53.7K +2,100 +3%
1 2
3
4 5

IBDN Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2020, worth a combined $983M — up 11% from $888M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 7 closed out — a net gain of 21 holders — while 99 added to existing stakes and 39 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $50.4M sold.

  • 204 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $983M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $27.1M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2020 was Capital Advisors Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2020.