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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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202 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$19M)

4% less funds holding

Funds holding: 210 → 202 (-8)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
14
Increased
86
Reduced
60
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.2M
2
NC
NovaPoint Capital
Georgia
+$8.04M
3
RVPG
Relative Value Partners Group
+$5.34M
4
BWM
BerganKDV Wealth Management
Minnesota
+$3.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$16.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$8.33M
4
AA
AlphaMark Advisors
Kentucky
-$6.1M
5
Stifel Financial
Stifel Financial
Missouri
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EP Wealth Advisors
California
$4.1M -$118K -4,631 -3%
Truist Financial
52
Truist Financial
North Carolina
$4.01M +$482K +18,958 +14%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$3.92M +$699K +27,491 +22%
SG
54
Strid Group
Pennsylvania
$3.82M – – –
PWS
55
Peloton Wealth Strategists
Indiana
$3.76M +$343K +13,500 +10%
PGAM
56
Princeton Global Asset Management
New Jersey
$3.52M +$184K +7,241 +6%
RWM
57
Ritholtz Wealth Management
New York
$3.49M +$14.2K +560 +0.4%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.31M +$169K +6,634 +5%
SWMG
59
Signature Wealth Management Group
Georgia
$3.19M -$82.8K -3,257 -3%
Osaic Holdings
60
Osaic Holdings
Arizona
$3.06M +$151K +5,924 +5%
BRG
61
Bay Rivers Group
Virginia
$2.91M +$1.05M +41,292 +56%
MAS
62
Madden Advisory Services
Florida
$2.89M +$572K +22,499 +25%
FFIC
63
First Fiduciary Investment Counsel
Ohio
$2.66M +$317K +12,480 +14%
PWM
64
Praetorian Wealth Management
California
$2.65M -$39.2K -1,542 -1%
HPC
65
HM Payson & Co
Maine
$2.63M – – –
GPA
66
Guidance Point Advisors
Massachusetts
$2.57M +$6.41K +252 +0.2%
B
67
Bellecapital
Switzerland
$2.51M +$60K +2,359 +2%
FIM
68
Freedom Investment Management
Connecticut
$2.49M +$82K +3,227 +3%
BPA
69
Beacon Pointe Advisors
California
$2.35M -$146K -5,739 -6%
SG
70
StoneX Group
New York
$2.31M +$919K +36,151 +66%
JLBC
71
J.L. Bainbridge & Co
Florida
$2.3M -$60K -2,359 -3%
Lido Advisors
72
Lido Advisors
California
$2.17M – – –
DADC
73
D.A. Davidson & Co
Montana
$2.04M – – –
MGIA
74
Matthew Goff Investment Advisor
Texas
$2.02M -$4.86M -191,111 -71%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M – – –
1 2
3
4 5

IBDN Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2021, worth a combined $1.06B — down 1.8% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBDN and 14 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 86 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.2M. The largest seller was UBS Group, cutting an estimated $16.8M.

  • 202 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2021, down from 210 in Q1 2021.
  • Funds reported $1.06B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2021 and 20 closed out, a net change of -6 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $14.2M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2021 was UBS Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2021.