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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

212 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

6% more funds holding

Funds holding: 200212 (+12)

3% more capital invested

Capital invested by funds: $955M → $984M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
212
Holders Change
+12
Holders Change %
+6%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
64
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$1.23M +49,104 +6,138%
CSPAM
102
Cary Street Partners Asset Management
Virginia
$1.24M +$109K +4,360 +10%
AMM
103
American Money Management
California
$1.22M +$250 +10 +0%
APA
104
American Portfolios Advisors
New York
$1.21M +$6K +240 +0.5%
BAM
105
Belpointe Asset Management
Nevada
$1.14M -$1.25K -50 -0.1%
ECM
106
Exchange Capital Management
Michigan
$1.03M -$32.4K -1,295 -3%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$1.01M -$66.6K -2,661 -6%
MA
108
MONECO Advisors
Connecticut
$989K +$182K +7,284 +23%
GT
109
Glenview Trust
Kentucky
$935K +$935K +37,389 New
FNBOSM
110
First National Bank of South Miami
Florida
$926K -$125K -4,988 -12%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$923K -$667K -26,643 -42%
ST
112
Spinnaker Trust
Maine
$920K +$25K +1,000 +3%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$903K
FPS
114
Fieldpoint Private Securities
Connecticut
$899K
RVPG
115
Relative Value Partners Group
$885K -$12K -478 -1%
CIAS
116
CFS Investment Advisory Services
New Jersey
$883K -$30.3M -1,209,890 -97%
E
117
ETFidea
New York
$863K +$13.5K +539 +2%
WFA
118
Wells Financial Advisors
Massachusetts
$861K -$32.5K -1,300 -4%
CWA
119
Consilio Wealth Advisors
Washington
$837K +$2.78K +111 +0.3%
CWA
120
Choice Wealth Advisors
Maine
$837K +$837K +33,475 New
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$799K +$800K +31,967 New
AIM
122
Arcadia Investment Management
Michigan
$753K
Citadel Advisors
123
Citadel Advisors
Florida
$713K -$2.97M -118,673 -81%
DWT
124
Dorsey & Whitney Trust
South Dakota
$700K +$700K +28,000 New
Creative Planning
125
Creative Planning
Kansas
$676K +$676K +27,021 New

IBDN Hedge Fund Activity: Q2 2022 in Review

212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2022, worth a combined $984M — up 3.1% from $955M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDN positions and 18 closed out — a net gain of 14 holders — while 64 added to existing stakes and 78 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.3M.

  • 212 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $984M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2022, up 3.1% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2022 was HighTower Advisors, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.