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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

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: 172171 (-1)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MONECO Advisors
Connecticut
$698K +$51K +2,008 +8%
W
102
WealthOne
New York
$652K +$406 +16 +0.1%
RFC
103
Regions Financial Corp
Alabama
$621K +$224K +8,801 +57%
AF
104
Arrow Financial
New York
$577K +$127K +4,981 +29%
KCM
105
Kathmere Capital Management
Pennsylvania
$553K +$1.4K +55 +0.3%
VCM
106
Vivaldi Capital Management
Illinois
$552K -$17.3K -680 -3%
CBFP
107
Cedar Brook Financial Partners
Ohio
$516K +$914 +36 +0.2%
CWS
108
Cypress Wealth Services
California
$474K -$4.45K -175 -0.9%
CIA
109
Covington Investment Advisors
Pennsylvania
$472K
HH
110
Hilltop Holdings
Texas
$467K +$69.8K +2,746 +18%
MML Investors Services
111
MML Investors Services
Massachusetts
$465K -$2.54K -100 -0.5%
SMC
112
Smith, Moore & Co
Missouri
$463K +$2.95K +116 +0.6%
IA
113
IFG Advisory
Georgia
$463K +$12.9K +506 +3%
FCA
114
FinTrust Capital Advisors
South Carolina
$462K +$265K +10,413 +138%
CA
115
Cetera Advisors
Colorado
$459K +$454K +17,867 New
JHCP
116
Jackson Hole Capital Partners
Oklahoma
$458K
APP
117
Avantax Planning Partners
Iowa
$447K -$15.6K -616 -3%
ABC
118
Associated Banc-Corp
Wisconsin
$423K +$418K +16,468 New
W
119
WealthStone
Ohio
$401K +$396K +15,601 New
FNBOSM
120
First National Bank of South Miami
Florida
$396K +$322K +12,681 +460%
CAM
121
Claret Asset Management
Quebec, Canada
$367K +$112K +4,390 +44%
SWM
122
Segment Wealth Management
Texas
$343K +$128K +5,050 +61%
PG
123
Patten Group
Tennessee
$335K +$24.1K +950 +8%
TTWM
124
TCV Trust & Wealth Management
Virginia
$325K -$33.4K -1,316 -9%
FAIM
125
Financial Advocates Investment Management
Washington
$313K +$310K +12,200 New

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.