IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Overview Fund Activity
Delisted

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

Back to rankings

211 hedge funds and large institutions have $1.12B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
3.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
77
Reduced
66
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
1
Tobias Financial Advisors
Florida
$19.8M
2
ACA
2
Aptus Capital Advisors
Alabama
$144M
3
US Bancorp
3
US Bancorp
Minnesota
$45.1M
4
Ameriprise
4
Ameriprise
Minnesota
$19.7M
5
CTC
5
Central Trust Company
Missouri
$14.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$27.6M
2
SWP
2
Stratos Wealth Partners
Ohio
$16.9M
3
RVPG
3
Relative Value Partners Group
$11.3M
4
Wells Fargo
4
Wells Fargo
California
$35.2M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$4.59M +$289K +11,476 +7%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$4.59M +$2.39M +95,025 +109%
KNW
53
Kesler Norman & Wride
Utah
$4.57M +$171K +6,798 +4%
SG
54
Strid Group
Pennsylvania
$4.5M -$4.5M – –
MAS
55
Madden Advisory Services
Florida
$4.5M +$513K +20,390 +13%
EWA
56
EP Wealth Advisors
California
$3.99M -$63K -2,506 -2%
PGAM
57
Princeton Global Asset Management
New Jersey
$3.81M +$138K +5,504 +4%
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$3.75M -$4.92M -195,600 -57%
LC
59
Legacy CG
Texas
$3.74M +$3.74M +148,706 New
PWS
60
Peloton Wealth Strategists
Indiana
$3.57M -$101K -4,000 -3%
FFIC
61
First Fiduciary Investment Counsel
Ohio
$3.37M +$734K +29,205 +28%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M +$5.51K +219 +0.2%
SWMG
63
Signature Wealth Management Group
Georgia
$3.15M -$9.23K -367 -0.3%
SG
64
StoneX Group
New York
$3.01M +$323K +12,838 +12%
BRG
65
Bay Rivers Group
Virginia
$2.95M +$49.5K +1,968 +2%
RWM
66
Ritholtz Wealth Management
New York
$2.92M -$543K -21,616 -16%
Osaic Holdings
67
Osaic Holdings
Arizona
$2.91M +$499K +19,846 +21%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$2.82M – – –
HPC
69
HM Payson & Co
Maine
$2.6M – – –
PWM
70
Praetorian Wealth Management
California
$2.6M +$44.9K +1,785 +2%
GPA
71
Guidance Point Advisors
Massachusetts
$2.52M -$37.2K -1,481 -1%
B
72
Bellecapital
Switzerland
$2.36M -$112K -4,465 -5%
SIM
73
Studio Investment Management
Illinois
$2.32M +$1.03M +40,814 +80%
COCM
74
Charter Oak Capital Management
New Hampshire
$2.31M -$9.4K -374 -0.4%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M +$264K +10,500 +13%
1 2
3
4 5