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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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200 hedge funds and large institutions have $955M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

5% less funds holding

Funds holding: 211 → 200 (-11)

15% less capital invested

Capital invested by funds: $1.12B → $955M (-$169M)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

Holders
200
Holders Change
-11
Holders Change %
-5.21%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
64
Reduced
80
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$29.9M
2
Truist Financial
Truist Financial
North Carolina
+$15.1M
3
MFG
Merit Financial Group
Georgia
+$10.9M
4
VVP
Venture Visionary Partners
Ohio
+$10M
5
LPL Financial
LPL Financial
California
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$144M
2
TFA
Tobias Financial Advisors
Florida
-$19.8M
3
RVPG
Relative Value Partners Group
-$10.3M
4
Wells Fargo
Wells Fargo
California
-$7.85M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$1.15M -$125K -4,974 -10%
BAM
102
Belpointe Asset Management
Nevada
$1.15M -$14.2K -565 -1%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$1.14M +$39.9K +1,590 +4%
BCM
104
Brasada Capital Management
Texas
$1.1M – – –
SVWAG
105
Sound View Wealth Advisors Group
Georgia
$1.08M -$2.66M -106,109 -71%
AI
106
Atria Investments
North Carolina
$1.06M +$1.07M +42,544 New
ECM
107
Exchange Capital Management
Michigan
$1.06M -$2.96K -118 -0.3%
FNBOSM
108
First National Bank of South Miami
Florida
$1.05M – – –
AFIMH
109
American Family Insurance Mutual Holding
Wisconsin
$1M – – –
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$904K – – –
FPS
111
Fieldpoint Private Securities
Connecticut
$900K – – –
RVPG
112
Relative Value Partners Group
$899K -$10.3M -411,726 -92%
ST
113
Spinnaker Trust
Maine
$896K +$6.14K +245 +0.7%
PCG
114
Private Capital Group
Connecticut
$895K +$246K +9,826 +38%
WFA
115
Wells Financial Advisors
Massachusetts
$894K -$65.2K -2,600 -7%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$863K +$864K +34,429 New
E
117
ETFidea
New York
$851K -$88.4K -3,525 -9%
CWA
118
Consilio Wealth Advisors
Washington
$835K +$1.83K +73 +0.2%
MA
119
MONECO Advisors
Connecticut
$808K +$75 +3 +0%
RFC
120
Regions Financial Corp
Alabama
$786K +$87.8K +3,499 +13%
AIM
121
Arcadia Investment Management
Michigan
$754K +$25.1K +1,000 +3%
CMP
122
Courage Miller Partners
Virginia
$643K -$2.98K -119 -0.5%
W
123
WealthOne
New York
$622K +$125 +5 +0%
AIA
124
Arcadia Investment Advisors
Idaho
$620K -$147K -5,873 -19%
CTA
125
Chesley Taft & Associates
Illinois
$611K +$66.5K +2,650 +12%
3 4
5
6 7

IBDN Hedge Fund Activity: Q1 2022 in Review

200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2022, worth a combined $955M — down 15% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IBDN and 20 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 64 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $29.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $144M sold.

  • 200 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2022, down from 211 in Q4 2021.
  • Funds reported $955M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2022 and 28 closed out, a net change of -8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $29.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2022 was Aptus Capital Advisors, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2022.