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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

140 hedge funds and large institutions have $615M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $549M → $615M (+$66.5M)

8% more funds holding

Funds holding: 130140 (+10)

Holders
140
Holders Change
+10
Holders Change %
+7.69%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
18
Increased
65
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$973K +$84.2K +3,335 +10%
FPS
77
Fieldpoint Private Securities
Connecticut
$910K
IA
78
IFG Advisory
Georgia
$882K -$1.13M -44,662 -56%
PGAM
79
Princeton Global Asset Management
New Jersey
$838K +$466K +18,482 +127%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$833K +$342K +13,531 +70%
HH
81
Hilltop Holdings
Texas
$803K -$11.2K -442 -1%
BWM
82
BerganKDV Wealth Management
Minnesota
$790K
CA
83
Cetera Advisors
Colorado
$781K
BPWA
84
Beacon Pointe Wealth Advisors
California
$744K +$142K +5,637 +24%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$741K +$45.2K +1,790 +7%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$738K +$259K +10,247 +54%
ACS
87
Archford Capital Strategies
Illinois
$688K +$37K +1,466 +6%
W
88
WealthOne
New York
$642K +$303 +12 +0%
VCM
89
Vivaldi Capital Management
Illinois
$628K -$548K -21,701 -47%
PCP
90
Proficio Capital Partners
Massachusetts
$609K
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$532K +$203K +8,044 +62%
AG
92
Advisor Group
Arizona
$518K +$78.9K +3,125 +18%
CBFP
93
Cedar Brook Financial Partners
Ohio
$506K +$984 +39 +0.2%
TTWM
94
TCV Trust & Wealth Management
Virginia
$498K -$19.8K -785 -4%
BII
95
Bainco International Investors
Massachusetts
$493K -$6.94K -275 -1%
JHCP
96
Jackson Hole Capital Partners
Oklahoma
$482K
CWS
97
Cypress Wealth Services
California
$472K +$39.9K +1,581 +9%
CIA
98
Covington Investment Advisors
Pennsylvania
$462K
SMC
99
Smith, Moore & Co
Missouri
$447K -$17.7K -702 -4%
APP
100
Avantax Planning Partners
Iowa
$439K

IBDN Hedge Fund Activity: Q3 2019 in Review

140 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2019, worth a combined $615M — up 12% from $549M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDN positions and 8 closed out — a net gain of 10 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $10.7M. The largest seller was IFG Advisory, cutting an estimated $1.13M.

  • 140 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2019, up from 130 in Q2 2019.
  • Funds reported $615M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2019 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2019 was Bank of America, an estimated $10.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2019 was IFG Advisory, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2019.