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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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165 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $615M → $728M (+$113M)

18% more funds holding

Funds holding: 140 → 165 (+25)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
165
Holders Change
+25
Holders Change %
+17.86%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
35
Increased
82
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$10.9M
2
Bank of America
Bank of America
North Carolina
+$10.5M
3
UBS Group
UBS Group
Switzerland
+$6.52M
4
Morgan Stanley
Morgan Stanley
New York
+$5.75M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.96M
2
OMC
Old Mission Capital
Illinois
-$3.34M
3
Jane Street
Jane Street
New York
-$2.41M
4
Wolverine Trading
Wolverine Trading
Illinois
-$1.91M
5
BCM
Bluefin Capital Management
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
126
Raymond James Trust
Florida
$265K +$9.74K +385 +4%
RBC
127
Roble Belko & Company
Pennsylvania
$251K – – –
VFA
128
Valeo Financial Advisors
Indiana
$251K – – –
CAM
129
Claret Asset Management
Quebec, Canada
$250K +$250K +9,900 New
BCM
130
Brookstone Capital Management
Illinois
$245K -$21.8K -860 -8%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$240K – – –
CCT
132
Country Club Trust
Missouri
$237K – – –
CWM
133
Cornerstone Wealth Management
Missouri
$224K +$224K +8,860 New
NFG
134
Next Financial Group
Texas
$216K -$1.54K -61 -0.7%
KA
135
Kovack Advisors
Florida
$215K +$215K +8,500 New
SWM
136
Segment Wealth Management
Texas
$210K – – –
SFG
137
Sowa Financial Group
Rhode Island
$201K +$201K +7,953 New
AC
138
AlphaCore Capital
California
$144K +$144K +5,684 New
AIC
139
Ameritas Investment Company
Nebraska
$141K +$28.7K +1,136 +26%
NSB
140
Norway Savings Bank
Maine
$126K +$126K +4,980 New
PCG
141
Private Capital Group
Connecticut
$119K +$120K +4,736 New
CHAM
142
Clear Harbor Asset Management
Connecticut
$112K – – –
PB
143
Pinnacle Bancorp
Nebraska
$101K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$82K -$1.01K -40 -1%
FHA
145
Flagship Harbor Advisors
Massachusetts
$80K – – –
BEI
146
Benjamin Edwards Inc
Missouri
$70K +$3.04K +120 +5%
FCA
147
FinTrust Capital Advisors
South Carolina
$68K -$73.8K -2,918 -52%
PA
148
Parallel Advisors
California
$67K – – –
ASN
149
Advisory Services Network
Georgia
$55K +$45.3K +1,790 +448%
MWP
150
Meridian Wealth Partners
Pennsylvania
$55K +$54.9K +2,170 New
4 5
6
7 8

IBDN Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2019, worth a combined $728M — up 18% from $615M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDN positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.96M sold.

  • 165 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $728M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2019 and 7 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2019 was Capital Advisors Inc, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2019.