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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
VCM
101
Vivaldi Capital Management
Illinois
$609K -$18.7K -739 -3%
PCP
102
Proficio Capital Partners
Massachusetts
$577K -$32K -1,265 -5%
MML Investors Services
103
MML Investors Services
Massachusetts
$575K +$152K +5,991 +36%
CBFP
104
Cedar Brook Financial Partners
Ohio
$507K +$1.39K +55 +0.3%
SMC
105
Smith, Moore & Co
Missouri
$494K +$47.4K +1,872 +11%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$493K +$147K +5,815 +43%
BII
107
Bainco International Investors
Massachusetts
$482K -$10.8K -425 -2%
Wolverine Trading
108
Wolverine Trading
Illinois
$479K -$1.91M -75,510 -80%
CWS
109
Cypress Wealth Services
California
$471K +$25 +1 +0%
CIA
110
Covington Investment Advisors
Pennsylvania
$465K +$3.74K +148 +0.8%
OMC
111
Old Mission Capital
Illinois
$460K -$3.34M -131,860 -88%
JHCP
112
Jackson Hole Capital Partners
Oklahoma
$451K -$30.9K -1,220 -6%
APP
113
Avantax Planning Partners
Iowa
$447K +$8.6K +340 +2%
SWM
114
Shakespeare Wealth Management
Wisconsin
$422K +$961 +38 +0.2%
AF
115
Arrow Financial
New York
$416K +$416K +16,446 New
IAA
116
Independent Advisor Alliance
North Carolina
$408K +$408K +16,134 New
TTWM
117
TCV Trust & Wealth Management
Virginia
$399K -$98K -3,875 -20%
IWC
118
Integrated Wealth Concepts
Massachusetts
$372K +$162K +6,416 +77%
PG
119
Patten Group
Tennessee
$346K +$346K +13,662 New
KCM
120
Kathmere Capital Management
Pennsylvania
$331K +$331K +13,085 New
HH
121
Hilltop Holdings
Texas
$290K -$512K -20,235 -64%
DADC
122
D.A. Davidson & Co
Montana
$284K +$68.3K +2,699 +32%
CBU
123
CIBC Bank USA
Illinois
$273K
WGCA
124
Wolf Group Capital Advisors
Virginia
$272K
CMP
125
Courage Miller Partners
Virginia
$267K +$267K +10,547 New

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.