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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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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: 124 → 130 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (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
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$28.7M
2
MCM
MV Capital Management
Maryland
+$4.87M
3
Morgan Stanley
Morgan Stanley
New York
+$3.84M
4
UBS Group
UBS Group
Switzerland
+$2.99M
5
AIA
Arcadia Investment Advisors
Idaho
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$3.42M
2
Wells Fargo
Wells Fargo
California
-$3.26M
3
Jane Street
Jane Street
New York
-$3.19M
4
VCM
Vivaldi Capital Management
Illinois
-$1.78M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$368K +$1.6K +64 +0.4%
BTS
102
BB&T Securities
Virginia
$357K +$41.7K +1,671 +13%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$327K +$24.2K +969 +8%
WGCA
104
Wolf Group Capital Advisors
Virginia
$310K – – –
BCM
105
Brookstone Capital Management
Illinois
$295K +$13.6K +545 +5%
CBU
106
CIBC Bank USA
Illinois
$273K – – –
RJT
107
Raymond James Trust
Florida
$255K +$252K +10,110 New
RBC
108
Roble Belko & Company
Pennsylvania
$251K – – –
VFA
109
Valeo Financial Advisors
Indiana
$250K – – –
CCT
110
Country Club Trust
Missouri
$247K -$28.7K -1,150 -11%
SPC
111
Sigma Planning Corp
Michigan
$230K +$227K +9,111 New
DADC
112
D.A. Davidson & Co
Montana
$216K +$213K +8,550 New
NFG
113
Next Financial Group
Texas
$214K +$211K +8,467 New
SWM
114
Segment Wealth Management
Texas
$210K – – –
CAN
115
Cetera Advisor Networks
California
$202K – – –
MA
116
MONECO Advisors
Connecticut
$200K +$198K +7,935 New
PB
117
Pinnacle Bancorp
Nebraska
$101K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$83K -$129K -5,186 -61%
HCM
119
HMS Capital Management
Tennessee
$82K +$81.2K +3,254 New
GWM
120
Geneos Wealth Management
Colorado
$80K – – –
FHA
121
Flagship Harbor Advisors
Massachusetts
$80K +$39.9K +1,600 +102%
PA
122
Parallel Advisors
California
$66K – – –
FCA
123
FinTrust Capital Advisors
South Carolina
$65K +$64.7K +2,594 New
BEI
124
Benjamin Edwards Inc
Missouri
$56K +$6.16K +247 +12%
CFGS
125
Concourse Financial Group Securities
Alabama
$52K – – –
2 3 4
5
6

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.