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.

124 hedge funds and large institutions have $478M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $383M → $478M (+$95.1M)

13% more funds holding

Funds holding: 110124 (+14)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
23
Increased
66
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$693K +$391K +15,910 +131%
ADL
77
Asset Dedication LLC
California
$616K +$543K +22,080 +740%
FGAM
78
Financial Gravity Asset Management
Texas
$600K +$594K +24,162 New
BII
79
Bainco International Investors
Massachusetts
$552K +$4.92K +200 +0.9%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$546K +$50.6K +2,059 +10%
ACS
81
Archford Capital Strategies
Illinois
$537K +$101K +4,089 +23%
TTWM
82
TCV Trust & Wealth Management
Virginia
$536K -$39K -1,585 -7%
CBFP
83
Cedar Brook Financial Partners
Ohio
$496K +$541 +22 +0.1%
BPWA
84
Beacon Pointe Wealth Advisors
California
$482K +$140K +5,699 +42%
JHCP
85
Jackson Hole Capital Partners
Oklahoma
$474K
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$458K +$163K +6,640 +57%
CIA
87
Covington Investment Advisors
Pennsylvania
$440K +$95.4K +3,880 +28%
CWS
88
Cypress Wealth Services
California
$425K +$25 +1 +0%
APP
89
Avantax Planning Partners
Iowa
$422K -$258K -10,506 -38%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$394K +$389K +15,810 New
HCM
91
Harvey Capital Management
Florida
$389K +$385K +15,650 New
W
92
WealthOne
New York
$383K +$378K +15,368 New
WGCA
93
Wolf Group Capital Advisors
Virginia
$363K
PGAM
94
Princeton Global Asset Management
New Jersey
$361K +$47.7K +1,939 +15%
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$326K +$322K +13,102 New
AG
96
Advisor Group
Arizona
$321K +$170K +6,915 +116%
BTS
97
BB&T Securities
Virginia
$311K +$59K +2,400 +24%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$299K -$15.3K -623 -5%
SMC
99
Smith, Moore & Co
Missouri
$287K +$21.5K +875 +8%
BCM
100
Brookstone Capital Management
Illinois
$278K -$720K -29,279 -72%

IBDN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2019, worth a combined $478M — up 25% from $383M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDN positions and 8 closed out — a net gain of 15 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $10.5M. The largest seller was Capital Advisors Inc, cutting an estimated $27.2M.

  • 124 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $478M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2019 was UBS Group, an estimated $10.5M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.