We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

110 hedge funds and large institutions have $383M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

18% more funds holding

Funds holding: 93110 (+17)

17% more capital invested

Capital invested by funds: $327M → $383M (+$55.4M)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
2.45%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
28
Increased
47
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
76
Beacon Pointe Wealth Advisors
California
$331K +$332K +13,726 New
AIA
77
Arcadia Investment Advisors
Idaho
$310K +$215K +8,876 +225%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$305K +$305K +12,622 New
PGAM
79
Princeton Global Asset Management
New Jersey
$304K +$304K +12,584 New
CIC
80
Carnegie Investment Counsel
Ohio
$300K +$300K +12,408 New
BPA
81
Beacon Pointe Advisors
California
$293K +$293K +12,101 New
CCT
82
Country Club Trust
Missouri
$291K -$9.67K -400 -3%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$284K +$284K +11,747 New
CBU
84
CIBC Bank USA
Illinois
$261K +$261K +10,813 New
SMC
85
Smith, Moore & Co
Missouri
$257K +$2.39K +99 +0.9%
BTS
86
BB&T Securities
Virginia
$244K -$67.7K -2,800 -22%
RBC
87
Roble Belko & Company
Pennsylvania
$240K
VFA
88
Valeo Financial Advisors
Indiana
$239K
SPIA
89
Steward Partners Investment Advisory
New York
$224K
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$218K +$6.26K +259 +3%
SWM
91
Segment Wealth Management
Texas
$201K
AG
92
Advisor Group
Arizona
$144K +$65.2K +2,696 +82%
NFG
93
Next Financial Group
Texas
$124K +$124K +5,144 New
BOPW
94
Brandywine Oak Private Wealth
Pennsylvania
$100K +$100K +4,143 New
TC
95
Trust Company
Kansas
$84K +$84.3K +3,485 New
ADL
96
Asset Dedication LLC
California
$72K +$72.1K +2,984 New
PA
97
Parallel Advisors
California
$63K
GWM
98
Geneos Wealth Management
Colorado
$62K
IA
99
IFP Advisors
Florida
$61K -$10.1K -419 -14%
FGC
100
Financial Gravity Companies
Texas
$58K +$57.1K +2,361 New

IBDN Hedge Fund Activity: Q4 2018 in Review

110 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2018, worth a combined $383M — up 17% from $327M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 10 closed out — a net gain of 18 holders — while 47 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Jane Street, exiting entirely with an estimated $6.15M sold.

  • 110 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $383M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2018 and 10 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2018 was Bank of America, an estimated $11.6M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $6.15M sold.

Based on aggregated 13F filings for Q4 2018.