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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$1.06M
FNBOSM
102
First National Bank of South Miami
Florida
$1.06M +$58K +2,288 +6%
AF
103
Arrow Financial
New York
$1.03M +$98.8K +3,900 +11%
AFIMH
104
American Family Insurance Mutual Holding
Wisconsin
$1.01M
HCM
105
Harvey Capital Management
Florida
$1.01M +$1.01M +39,800 New
WFA
106
Wells Financial Advisors
Massachusetts
$970K
BAM
107
Belpointe Asset Management
Nevada
$921K +$137K +5,400 +17%
FPS
108
Fieldpoint Private Securities
Connecticut
$910K
CSPAM
109
Cary Street Partners Asset Management
Virginia
$907K +$36K +1,421 +4%
PCG
110
Private Capital Group
Connecticut
$890K +$253 +10 +0%
ST
111
Spinnaker Trust
Maine
$890K +$148K +5,841 +20%
MA
112
MONECO Advisors
Connecticut
$826K -$4.92K -194 -0.6%
RFC
113
Regions Financial Corp
Alabama
$806K -$21.5K -847 -3%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$784K
LHC
115
Little House Capital
Massachusetts
$757K -$13.5K -534 -2%
AIM
116
Arcadia Investment Management
Michigan
$736K
OWP
117
Obermeyer Wealth Partners
Colorado
$732K +$225K +8,899 +44%
SFO
118
Stokes Family Office
Louisiana
$671K
PG
119
Patten Group
Tennessee
$670K +$35K +1,382 +6%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$637K -$408K -16,110 -39%
W
121
WealthOne
New York
$628K +$253 +10 +0%
CMP
122
Courage Miller Partners
Virginia
$620K +$139K +5,488 +29%
SWPG
123
Strategic Wealth Partners Group
Illinois
$578K +$579K +22,843 New
AA
124
AlphaMark Advisors
Kentucky
$568K -$69.5K -2,744 -11%
PA
125
PFG Advisors
Arizona
$568K +$569K +22,444 New

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.