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IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

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

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171 hedge funds and large institutions have $904M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 35

20% more capital invested

Capital invested by funds: $755M → $904M (+$149M)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 172 → 171 (-1)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.51%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.29%
New
21
Increased
82
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.9M
2
Wells Fargo
Wells Fargo
California
+$12.4M
3
ACA
Aptus Capital Advisors
Alabama
+$11.9M
4
Ameriprise
Ameriprise
Minnesota
+$11.2M
5
AWM
Argent Wealth Management
Massachusetts
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$11.1M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$9.96M
3
GI
Gradient Investments
Minnesota
-$5M
4
LF
LifeSteps Financial
California
-$2.47M
5
CP
Camelot Portfolios
Ohio
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
76
Peloton Wealth Strategists
Indiana
$1.57M +$285K +11,200 +22%
NC
77
NovaPoint Capital
Georgia
$1.43M +$176K +6,948 +14%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.43M +$161K +6,356 +13%
ACS
79
Archford Capital Strategies
Illinois
$1.41M +$442K +17,387 +46%
NG
80
Northstar Group
New York
$1.33M – – –
WWM
81
WJ Wealth Management
Arizona
$1.32M +$553K +21,765 +73%
CIM
82
Confluence Investment Management
Missouri
$1.3M +$25.1K +987 +2%
APA
83
American Portfolios Advisors
New York
$1.25M – – –
CHAM
84
Clear Harbor Asset Management
Connecticut
$1.21M -$1.22M -47,950 Closed
ECM
85
Exchange Capital Management
Michigan
$1.12M -$21.9K -864 -2%
HCM
86
Harvey Capital Management
Florida
$1.11M +$102K +4,000 +10%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$1.1M +$101K +3,991 +10%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.08M +$503K +19,797 +89%
QCM
89
Quest Capital Management
Texas
$1.06M – – –
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$1.03M -$93.3K -3,673 -8%
TCCM
91
Timber Creek Capital Management
Massachusetts
$985K -$13K -510 -1%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$938K -$31.2K -1,228 -3%
FPS
93
Fieldpoint Private Securities
Connecticut
$923K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$890K +$51.5K +2,027 +6%
DADC
95
D.A. Davidson & Co
Montana
$840K +$521K +20,503 +168%
BWM
96
BerganKDV Wealth Management
Minnesota
$813K – – –
PAS
97
Park Avenue Securities
New York
$784K -$620K -24,391 -44%
MG
98
Mather Group
Illinois
$767K +$759K +29,868 New
SFO
99
Stokes Family Office
Louisiana
$758K – – –
PCG
100
Private Capital Group
Connecticut
$719K +$255K +10,034 +56%
2 3
4
5 6

IBDN Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2020, worth a combined $904M — up 20% from $755M a quarter earlier.

Fund positioning in IBDN was balanced in Q2 2020: 21 funds opened new positions, 21 closed out, 82 added to existing stakes and 35 trimmed.

The largest buyer was Jane Street, adding an estimated $23.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $11.1M sold.

  • 171 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2020, down from 172 in Q1 2020.
  • Funds reported $904M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2020 and 21 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2020 was Jane Street, an estimated $23.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2020 was HighTower Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.