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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

212 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

6% more funds holding

Funds holding: 200212 (+12)

3% more capital invested

Capital invested by funds: $955M → $984M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
212
Holders Change
+12
Holders Change %
+6%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
64
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
51
Kesler Norman & Wride
Utah
$4.11M -$486K -19,418 -11%
PGAM
52
Princeton Global Asset Management
New Jersey
$4.1M +$94K +3,758 +2%
FFIC
53
First Fiduciary Investment Counsel
Ohio
$3.83M +$341K +13,615 +10%
EWA
54
EP Wealth Advisors
California
$3.83M -$98.9K -3,955 -3%
UCFA
55
United Capital Financial Advisors
Texas
$3.83M -$197K -7,855 -5%
WS
56
Wedbush Securities
California
$3.57M +$35.2K +1,407 +1%
CHAM
57
Clear Harbor Asset Management
Connecticut
$3.54M -$3.35M -134,023 Closed
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.45M +$620K +24,788 +22%
PWS
59
Peloton Wealth Strategists
Indiana
$3.35M -$138K -5,500 -4%
SG
60
StoneX Group
New York
$3.12M -$62.7K -2,507 -2%
SWMG
61
Signature Wealth Management Group
Georgia
$3.1M -$19.1K -764 -0.6%
KF
62
Krilogy Financial
Missouri
$3.09M +$863K +34,514 +39%
Osaic Holdings
63
Osaic Holdings
Arizona
$2.78M +$558K +22,287 +25%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$2.77M
CM
65
Cornerstone Management
Georgia
$2.77M
BRG
66
Bay Rivers Group
Virginia
$2.72M -$158K -6,321 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.7M +$1.01M +40,339 +60%
9WM
68
9258 Wealth Management
Ohio
$2.69M +$2.69M +107,398 New
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.61M -$180K -7,181 -6%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.59M +$273K +10,930 +12%
HPC
71
HM Payson & Co
Maine
$2.59M
PWM
72
Praetorian Wealth Management
California
$2.27M -$56.7K -2,266 -2%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$2.26M +$59.4K +2,375 +3%
DADC
74
D.A. Davidson & Co
Montana
$2.19M -$20K -800 -0.9%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.1M -$688K -27,497 -25%

IBDN Hedge Fund Activity: Q2 2022 in Review

212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2022, worth a combined $984M — up 3.1% from $955M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDN positions and 18 closed out — a net gain of 14 holders — while 64 added to existing stakes and 78 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.3M.

  • 212 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $984M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2022, up 3.1% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2022 was HighTower Advisors, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.