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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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202 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$19M)

4% less funds holding

Funds holding: 210 → 202 (-8)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
14
Increased
86
Reduced
60
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.2M
2
NC
NovaPoint Capital
Georgia
+$8.04M
3
RVPG
Relative Value Partners Group
+$5.34M
4
BWM
BerganKDV Wealth Management
Minnesota
+$3.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$16.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$8.33M
4
AA
AlphaMark Advisors
Kentucky
-$6.1M
5
Stifel Financial
Stifel Financial
Missouri
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
101
Exchange Capital Management
Michigan
$1.05M -$42.9K -1,688 -4%
AFIMH
102
American Family Insurance Mutual Holding
Wisconsin
$1.02M -$254K -10,000 -20%
W
103
Wealthquest
Ohio
$1.01M -$572K -22,485 -37%
FNBOSM
104
First National Bank of South Miami
Florida
$1.01M +$330K +13,000 +49%
WFA
105
Wells Financial Advisors
Massachusetts
$973K – – –
AF
106
Arrow Financial
New York
$935K +$47.7K +1,875 +5%
FPS
107
Fieldpoint Private Securities
Connecticut
$910K – – –
PCG
108
Private Capital Group
Connecticut
$893K +$12.4K +486 +1%
CSPAM
109
Cary Street Partners Asset Management
Virginia
$874K -$2.2M -86,388 -72%
MA
110
MONECO Advisors
Connecticut
$834K +$127 +5 +0%
RFC
111
Regions Financial Corp
Alabama
$830K +$252K +9,929 +44%
SPIA
112
Steward Partners Investment Advisory
New York
$811K +$85.4K +3,360 +12%
BAM
113
Belpointe Asset Management
Nevada
$786K +$82.5K +3,247 +12%
LHC
114
Little House Capital
Massachusetts
$772K +$773K +30,412 New
ST
115
Spinnaker Trust
Maine
$744K +$340K +13,370 +84%
AIM
116
Arcadia Investment Management
Michigan
$739K +$204K +8,025 +38%
SFO
117
Stokes Family Office
Louisiana
$673K – – –
AA
118
AlphaMark Advisors
Kentucky
$639K -$6.1M -239,903 -91%
PG
119
Patten Group
Tennessee
$637K +$222K +8,725 +53%
PWM
120
PRW Wealth Management
Massachusetts
$637K +$638K +25,092 New
W
121
WealthOne
New York
$630K +$7.91K +311 +1%
BMM
122
Buffington Mohr McNeal
Idaho
$557K +$10.4K +410 +2%
PA
123
Pinnacle Associates
New York
$549K – – –
KCM
124
Kathmere Capital Management
Pennsylvania
$548K +$941 +37 +0.2%
CIA
125
Covington Investment Advisors
Pennsylvania
$528K +$6.94K +273 +1%
3 4
5
6 7

IBDN Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2021, worth a combined $1.06B — down 1.8% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBDN and 14 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 86 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.2M. The largest seller was UBS Group, cutting an estimated $16.8M.

  • 202 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2021, down from 210 in Q1 2021.
  • Funds reported $1.06B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2021 and 20 closed out, a net change of -6 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $14.2M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2021 was UBS Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2021.