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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

130 hedge funds and large institutions have $549M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 21

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $478M → $549M (+$71M)

5% more funds holding

Funds holding: 124130 (+6)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
73
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
126
Valley National Advisers
Pennsylvania
$24K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$20K
OIA
128
Optimum Investment Advisors
Illinois
$12K
WWM
129
Willingdon Wealth Management
North Carolina
$10K +$9.88K +396 New
ASN
130
Advisory Services Network
Georgia
$10K +$9.98K +400 New
TA
131
TCG Advisors
Texas
$7K
BFEC
132
Benjamin F. Edwards & Company
Missouri
$6K +$4.99K +200 +500%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$4K
IWA
134
IBEX Wealth Advisors
New Jersey
$4K +$4.12K +165 New
BlackRock
135
BlackRock
New York
$3K
SIS
136
Sound Income Strategies
Florida
$3K +$25 +1 +0.7%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$1K -$106K -4,249 -99%
OMC
138
Old Mission Capital
Illinois
-$1.11M -44,685 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
-$458K -18,387 Closed
CWM
140
Cornerstone Wealth Management
Missouri
-$261K -7,361 Closed
TC
141
Trust Company
Kansas
-$87K -3,485 Closed
Bessemer Group
142
Bessemer Group
New Jersey
-$35K -1,400 Closed
OIA
143
OneDigital Investment Advisors
Kansas
-$26K -1,047 Closed
SIM
144
Sonora Investment Management
Arizona
-$15K -601 Closed
WAM
145
Wealthspire Advisors (Maryland)
Maryland
-$11K -423 Closed
BCMIO
146
Beacon Capital Management Inc (Ohio)
Ohio
+$175 +7 New

IBDN Hedge Fund Activity: Q2 2019 in Review

130 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2019, worth a combined $549M — up 15% from $478M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDN positions and 9 closed out — a net gain of 8 holders — while 73 added to existing stakes and 21 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $28.7M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $3.42M sold.

  • 130 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2019, up from 124 in Q1 2019.
  • Funds reported $549M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $28.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2019.