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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cribstone Capital Management
Maine
$4.35M +$257K +10,150 +6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.33M +$43.9K +1,731 +1%
EWA
53
EP Wealth Advisors
California
$4.08M -$8.21K -324 -0.2%
MAS
54
Madden Advisory Services
Florida
$4.01M +$1.14M +44,953 +40%
PGAM
55
Princeton Global Asset Management
New Jersey
$3.7M +$184K +7,245 +5%
PWS
56
Peloton Wealth Strategists
Indiana
$3.69M -$50.7K -2,000 -1%
RWM
57
Ritholtz Wealth Management
New York
$3.49M +$5.12K +202 +0.1%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.23M -$68.1K -2,687 -2%
SWMG
59
Signature Wealth Management Group
Georgia
$3.18M +$2.76K +109 +0.1%
BRG
60
Bay Rivers Group
Virginia
$2.92M +$24.9K +981 +0.9%
SG
61
StoneX Group
New York
$2.71M +$408K +16,121 +18%
FFIC
62
First Fiduciary Investment Counsel
Ohio
$2.66M +$1.39K +55 +0.1%
HPC
63
HM Payson & Co
Maine
$2.62M
PWM
64
Praetorian Wealth Management
California
$2.57M -$76.3K -3,010 -3%
GPA
65
Guidance Point Advisors
Massachusetts
$2.57M +$6.26K +247 +0.2%
FIM
66
Freedom Investment Management
Connecticut
$2.56M +$75.2K +2,969 +3%
B
67
Bellecapital
Switzerland
$2.49M -$16.3K -644 -0.7%
Osaic Holdings
68
Osaic Holdings
Arizona
$2.42M -$628K -24,799 -21%
COCM
69
Charter Oak Capital Management
New Hampshire
$2.34M +$416K +16,416 +22%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.22M +$739K +29,182 +50%
JLBC
71
J.L. Bainbridge & Co
Florida
$2.21M -$84.1K -3,321 -4%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.13M +$126K +4,978 +6%
AIA
73
Arcadia Investment Advisors
Idaho
$2.07M -$4.01M -158,210 -66%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M
MA
75
MCF Advisors
Kentucky
$2.01M +$938 +37 +0%

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.