We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

184 hedge funds and large institutions have $888M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

125% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 40

8% more funds holding

Funds holding: 171184 (+13)

2% less capital invested

Capital invested by funds: $904M → $888M (-$16.1M)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $473K

Holders
184
Holders Change
+13
Holders Change %
+7.6%
% of All Funds
3.71%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.16%
New
25
Increased
90
Reduced
40
Closed
10
Calls
Puts
$473K
Net Calls
-$473K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$812K
MA
102
MONECO Advisors
Connecticut
$802K +$105K +4,080 +15%
AF
103
Arrow Financial
New York
$787K +$212K +8,261 +37%
PCG
104
Private Capital Group
Connecticut
$778K +$60.7K +2,365 +8%
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$689K +$689K +26,874 New
SFO
106
Stokes Family Office
Louisiana
$679K -$77K -3,000 -10%
W
107
WealthOne
New York
$651K +$359 +14 +0.1%
RFC
108
Regions Financial Corp
Alabama
$639K +$19K +741 +3%
SPIA
109
Steward Partners Investment Advisory
New York
$588K +$505K +19,675 +601%
PA
110
Pinnacle Associates
New York
$554K +$554K +21,600 New
KCM
111
Kathmere Capital Management
Pennsylvania
$553K +$1.26K +49 +0.2%
VCM
112
Vivaldi Capital Management
Illinois
$540K -$10.5K -410 -2%
WWM
113
WJ Wealth Management
Arizona
$524K -$799K -31,141 -60%
CBFP
114
Cedar Brook Financial Partners
Ohio
$516K +$821 +32 +0.2%
IA
115
IFG Advisory
Georgia
$516K +$54K +2,106 +12%
OWP
116
Obermeyer Wealth Partners
Colorado
$513K +$513K +20,000 New
CIM
117
Confluence Investment Management
Missouri
$495K -$803K -31,285 -62%
CIA
118
Covington Investment Advisors
Pennsylvania
$468K -$3.59K -140 -0.8%
SMC
119
Smith, Moore & Co
Missouri
$464K +$2.62K +102 +0.6%
MML Investors Services
120
MML Investors Services
Massachusetts
$457K -$6.82K -266 -1%
JHCP
121
Jackson Hole Capital Partners
Oklahoma
$457K
FNBOSM
122
First National Bank of South Miami
Florida
$450K +$54.3K +2,116 +14%
APP
123
Avantax Planning Partners
Iowa
$446K
ABC
124
Associated Banc-Corp
Wisconsin
$441K +$19.1K +745 +5%
CA
125
Cetera Advisors
Colorado
$427K -$30.8K -1,200 -7%

IBDN Hedge Fund Activity: Q3 2020 in Review

184 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2020, worth a combined $888M — down 1.8% from $904M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDN positions and 10 closed out — a net gain of 15 holders — while 90 added to existing stakes and 40 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.2M. The largest seller was Jane Street, cutting an estimated $26.9M.

  • 184 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2020, up from 171 in Q2 2020.
  • Funds reported $888M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2020, down 1.8% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $17.2M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2020 was Jane Street, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2020.