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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

130 hedge funds and large institutions have $549M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 21

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $478M → $549M (+$71M)

5% more funds holding

Funds holding: 124130 (+6)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
73
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quest Capital Management
Texas
$823K
SAM
77
Security Asset Management
New York
$818K
HH
78
Hilltop Holdings
Texas
$811K -$2.72K -109 -0.3%
BWM
79
BerganKDV Wealth Management
Minnesota
$787K +$25.7K +1,030 +3%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$693K +$138K +5,540 +25%
PWS
81
Peloton Wealth Strategists
Indiana
$674K +$666K +26,700 New
ACS
82
Archford Capital Strategies
Illinois
$649K +$104K +4,177 +19%
W
83
WealthOne
New York
$639K +$249K +9,966 +65%
PCP
84
Proficio Capital Partners
Massachusetts
$607K -$139K -5,572 -19%
BPWA
85
Beacon Pointe Wealth Advisors
California
$601K +$112K +4,485 +23%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$575K +$174K +6,983 +44%
MML Investors Services
87
MML Investors Services
Massachusetts
$532K -$1.73M -69,366 -77%
TTWM
88
TCV Trust & Wealth Management
Virginia
$516K -$27.4K -1,100 -5%
FGAM
89
Financial Gravity Asset Management
Texas
$508K -$101K -4,045 -17%
CBFP
90
Cedar Brook Financial Partners
Ohio
$503K +$1.02K +41 +0.2%
BII
91
Bainco International Investors
Massachusetts
$498K -$59.9K -2,400 -11%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$489K +$156K +6,274 +48%
JHCP
93
Jackson Hole Capital Partners
Oklahoma
$481K
Bank of New York Mellon
94
Bank of New York Mellon
New York
$477K +$244K +9,769 +107%
SMC
95
Smith, Moore & Co
Missouri
$463K +$171K +6,837 +59%
CIA
96
Covington Investment Advisors
Pennsylvania
$460K +$14K +560 +3%
AG
97
Advisor Group
Arizona
$437K +$110K +4,421 +34%
APP
98
Avantax Planning Partners
Iowa
$435K +$9.88K +396 +2%
CWS
99
Cypress Wealth Services
California
$430K +$25 +1 +0%
SWM
100
Shakespeare Wealth Management
Wisconsin
$417K +$413K +16,545 New

IBDN Hedge Fund Activity: Q2 2019 in Review

130 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2019, worth a combined $549M — up 15% from $478M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDN positions and 9 closed out — a net gain of 8 holders — while 73 added to existing stakes and 21 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $28.7M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $3.42M sold.

  • 130 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2019, up from 124 in Q1 2019.
  • Funds reported $549M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $28.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2019.