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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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204 hedge funds and large institutions have $983M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

154% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 39

11% more funds holding

Funds holding: 184 → 204 (+20)

11% more capital invested

Capital invested by funds: $888M → $983M (+$94.5M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
204
Holders Change
+20
Holders Change %
+10.87%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
28
Increased
99
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$27.1M
2
SIC
Sigma Investment Counselors
Michigan
+$11.7M
3
PAG
Private Advisor Group
New Jersey
+$8.39M
4
Bank of America
Bank of America
North Carolina
+$7.93M
5
ACM
Azimuth Capital Management
Michigan
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$50.4M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$2.41M
4
Stifel Financial
Stifel Financial
Missouri
-$2.26M
5
FBB
Fulton Breakefield Broenniman
Maryland
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$1.07M – – –
WFA
102
Wells Financial Advisors
Massachusetts
$1.02M +$1.02M +39,732 New
BWM
103
BerganKDV Wealth Management
Minnesota
$982K +$172K +6,716 +21%
PAS
104
Park Avenue Securities
New York
$970K +$110K +4,298 +13%
FPS
105
Fieldpoint Private Securities
Connecticut
$919K – – –
BAM
106
Belpointe Asset Management
Nevada
$857K +$857K +33,510 New
CSPAM
107
Cary Street Partners Asset Management
Virginia
$856K +$3.14M +122,538 New
MA
108
MONECO Advisors
Connecticut
$838K +$39.7K +1,550 +5%
PCG
109
Private Capital Group
Connecticut
$837K +$60.8K +2,378 +8%
AF
110
Arrow Financial
New York
$835K +$49.9K +1,952 +6%
FNBOSM
111
First National Bank of South Miami
Florida
$785K +$336K +13,134 +75%
SPIA
112
Steward Partners Investment Advisory
New York
$730K +$143K +5,585 +24%
SFO
113
Stokes Family Office
Louisiana
$678K – – –
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$671K -$16.4K -640 -2%
SG
115
StoneX Group
New York
$640K +$641K +25,040 New
W
116
WealthOne
New York
$635K -$15K -587 -2%
TCCM
117
Timber Creek Capital Management
Massachusetts
$609K -$227K -8,870 -27%
KCM
118
Kathmere Capital Management
Pennsylvania
$579K +$26.5K +1,036 +5%
PA
119
Pinnacle Associates
New York
$552K – – –
VCM
120
Vivaldi Capital Management
Illinois
$540K – – –
Citadel Advisors
121
Citadel Advisors
Florida
$535K +$535K +20,914 New
RFC
122
Regions Financial Corp
Alabama
$528K -$109K -4,275 -17%
OWP
123
Obermeyer Wealth Partners
Colorado
$511K – – –
CIA
124
Covington Investment Advisors
Pennsylvania
$493K +$26.2K +1,025 +6%
CWS
125
Cypress Wealth Services
California
$472K +$472K +18,452 New
3 4
5
6 7

IBDN Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2020, worth a combined $983M — up 11% from $888M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 7 closed out — a net gain of 21 holders — while 99 added to existing stakes and 39 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $50.4M sold.

  • 204 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $983M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $27.1M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2020 was Capital Advisors Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2020.