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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$1.96M -$72.8K -2,872 -4%
ACS
77
Archford Capital Strategies
Illinois
$1.95M +$145K +5,710 +8%
WI
78
WrapManager Inc
California
$1.91M -$45.1K -1,781 -2%
Citadel Advisors
79
Citadel Advisors
Florida
$1.79M -$7.93M -312,897 -82%
FCA
80
FinTrust Capital Advisors
South Carolina
$1.73M +$159K +6,287 +10%
BPA
81
Beacon Pointe Advisors
California
$1.7M -$643K -25,386 -27%
NB
82
Northwest Bancshares
Pennsylvania
$1.65M -$156K -6,165 -9%
CHAM
83
Clear Harbor Asset Management
Connecticut
$1.59M +$20K +790 +1%
NG
84
Northstar Group
New York
$1.56M
VNA
85
Valley National Advisers
Pennsylvania
$1.53M -$317K -12,526 -17%
MMHP
86
Murphy Middleton Hinkle & Parker
Georgia
$1.53M -$46.2K -1,822 -3%
TC
87
Trust Company
Kansas
$1.51M
ABC
88
Associated Banc-Corp
Wisconsin
$1.5M -$20.2K -799 -1%
KFAA
89
Klaas Financial Asset Advisors
Illinois
$1.41M -$33.7K -1,331 -2%
CIAS
90
CFS Investment Advisory Services
New Jersey
$1.39M +$1.39M +54,938 New
William Blair & Company
91
William Blair & Company
Illinois
$1.34M +$101K +4,000 +8%
SIM
92
Studio Investment Management
Illinois
$1.3M +$1.3M +51,256 New
CA
93
CGN Advisors
Kansas
$1.29M +$5.83K +230 +0.5%
AMM
94
American Money Management
California
$1.28M +$1.28M +50,407 New
SI
95
Stephens Inc
Arkansas
$1.27M
APA
96
American Portfolios Advisors
New York
$1.25M
KCA
97
Karn Couzens & Associates
Connecticut
$1.21M +$50.7K +2,000 +4%
VVP
98
Venture Visionary Partners
Ohio
$1.15M -$348K -13,724 -23%
QCM
99
Quest Capital Management
Texas
$1.12M -$59.5K -2,350 -5%
ECM
100
Exchange Capital Management
Michigan
$1.08M +$33.2K +1,310 +3%

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.