IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Overview Fund Activity
Delisted

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

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210 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
90
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$36.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$23.4M
3
RVPG
3
Relative Value Partners Group
$17.4M
4
ACA
4
Aptus Capital Advisors
Alabama
$101M
5
Bank of America
5
Bank of America
North Carolina
$95.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30.4M
2
SWP
2
Stratos Wealth Partners
Ohio
$13.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.5M
4
UBS Group
4
UBS Group
Switzerland
$72.8M
5
KAS
5
Kestra Advisory Services
Texas
$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
101
Quest Capital Management
Texas
$1.19M +$59.8K +2,350 +5%
KCA
102
Karn Couzens & Associates
Connecticut
$1.17M +$756K +29,700 +184%
NC
103
NovaPoint Capital
Georgia
$1.16M -$213K -8,373 -16%
William Blair & Company
104
William Blair & Company
Illinois
$1.14M -$10.2K -402 -0.9%
HCM
105
Harvey Capital Management
Florida
$1.11M -$50.9K -2,000 -4%
ECM
106
Exchange Capital Management
Michigan
$1.09M -$5.35K -210 -0.5%
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$1.07M -$1.08M -42,037 Closed
WFA
108
Wells Financial Advisors
Massachusetts
$976K -$36K -1,415 -4%
PAS
109
Park Avenue Securities
New York
$963K -$3.08K -121 -0.3%
FPS
110
Fieldpoint Private Securities
Connecticut
$915K – – –
CIM
111
Confluence Investment Management
Missouri
$893K +$893K +35,069 New
AF
112
Arrow Financial
New York
$889K +$58K +2,278 +7%
PCG
113
Private Capital Group
Connecticut
$882K +$48.6K +1,911 +6%
MA
114
MONECO Advisors
Connecticut
$836K +$102 +4 +0%
CSPAM
115
Cary Street Partners Asset Management
Virginia
$818K -$11.9K -1,753 -1%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$732K +$732K +28,741 New
SPIA
117
Steward Partners Investment Advisory
New York
$727K +$382 +15 +0.1%
BAM
118
Belpointe Asset Management
Nevada
$705K -$148K -5,805 -17%
FNBOSM
119
First National Bank of South Miami
Florida
$680K -$101K -3,965 -13%
SFO
120
Stokes Family Office
Louisiana
$675K – – –
W
121
WealthOne
New York
$623K -$8.42K -331 -1%
RFC
122
Regions Financial Corp
Alabama
$580K +$54K +2,118 +10%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$563K -$645K -23,188 -53%
PA
124
Pinnacle Associates
New York
$550K – – –
KCM
125
Kathmere Capital Management
Pennsylvania
$548K -$28.1K -1,105 -5%
3 4
5
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