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.

165 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $615M → $728M (+$113M)

18% more funds holding

Funds holding: 140165 (+25)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
165
Holders Change
+25
Holders Change %
+17.86%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
35
Increased
82
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$1.23M +$69.3K +2,741 +6%
SI
77
Stephens Inc
Arkansas
$1.2M +$1.2M +47,525 New
ECM
78
Exchange Capital Management
Michigan
$1.17M -$119K -4,697 -9%
APA
79
American Portfolios Advisors
New York
$1.13M +$162K +6,415 +17%
HCM
80
Harvey Capital Management
Florida
$1.11M -$50.6K -2,000 -4%
HPC
81
HM Payson & Co
Maine
$1.1M
AG
82
Advisor Group
Arizona
$1.07M +$550K +21,729 +106%
PWS
83
Peloton Wealth Strategists
Indiana
$1.02M +$1.02M +40,200 New
TCCM
84
Timber Creek Capital Management
Massachusetts
$976K -$169K -6,680 -15%
BWM
85
BerganKDV Wealth Management
Minnesota
$945K +$157K +6,192 +20%
FPS
86
Fieldpoint Private Securities
Connecticut
$909K
Bank of New York Mellon
87
Bank of New York Mellon
New York
$892K +$155K +6,139 +21%
QCM
88
Quest Capital Management
Texas
$872K -$103K -4,084 -11%
WWM
89
WJ Wealth Management
Arizona
$847K +$847K +33,495 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$833K +$525K +20,773 +171%
BPWA
91
Beacon Pointe Wealth Advisors
California
$824K +$79.4K +3,138 +11%
ACS
92
Archford Capital Strategies
Illinois
$811K +$124K +4,883 +18%
CA
93
Cetera Advisors
Colorado
$791K
IA
94
IFG Advisory
Georgia
$779K -$102K -4,047 -12%
NC
95
NovaPoint Capital
Georgia
$750K +$750K +29,657 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$747K +$748K +29,554 New
SFO
97
Stokes Family Office
Louisiana
$746K +$746K +29,500 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$741K +$759 +30 +0.1%
NG
99
Northstar Group
New York
$691K
W
100
WealthOne
New York
$641K +$405 +16 +0.1%

IBDN Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2019, worth a combined $728M — up 18% from $615M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDN positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.96M sold.

  • 165 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $728M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2019 and 7 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2019 was Capital Advisors Inc, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2019.