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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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204 hedge funds and large institutions have $983M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

154% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 39

11% more funds holding

Funds holding: 184 → 204 (+20)

11% more capital invested

Capital invested by funds: $888M → $983M (+$94.5M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
204
Holders Change
+20
Holders Change %
+10.87%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
28
Increased
99
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$27.1M
2
SIC
Sigma Investment Counselors
Michigan
+$11.7M
3
PAG
Private Advisor Group
New Jersey
+$8.39M
4
Bank of America
Bank of America
North Carolina
+$7.93M
5
ACM
Azimuth Capital Management
Michigan
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$50.4M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$2.41M
4
Stifel Financial
Stifel Financial
Missouri
-$2.26M
5
FBB
Fulton Breakefield Broenniman
Maryland
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$469K +$12.8K +501 +3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$468K +$49.9K +1,951 +12%
JHCP
128
Jackson Hole Capital Partners
Oklahoma
$456K – – –
CTA
129
Chesley Taft & Associates
Illinois
$454K +$140K +5,480 +45%
APP
130
Avantax Planning Partners
Iowa
$452K +$6.65K +260 +1%
WWM
131
WJ Wealth Management
Arizona
$443K -$80K -3,125 -15%
CBFP
132
Cedar Brook Financial Partners
Ohio
$434K -$81.2K -3,173 -16%
SMC
133
Smith, Moore & Co
Missouri
$433K -$30.3K -1,183 -7%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$433K +$433K +16,917 New
CA
135
Cetera Advisors
Colorado
$426K – – –
AFC
136
AFT Forsyth & Company
Florida
$423K +$214K +8,375 +103%
PG
137
Patten Group
Tennessee
$419K +$35.2K +1,375 +9%
KCA
138
Karn Couzens & Associates
Connecticut
$412K +$412K +16,099 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$404K -$13K -508 -3%
CMP
140
Courage Miller Partners
Virginia
$399K +$106K +4,143 +36%
RCA
141
Resonant Capital Advisors
Wisconsin
$397K – – –
CAM
142
Claret Asset Management
Quebec, Canada
$395K +$30.1K +1,175 +8%
IA
143
IFG Advisory
Georgia
$372K -$142K -5,557 -28%
MAS
144
Madden Advisory Services
Florida
$361K +$362K +14,128 New
SWM
145
Segment Wealth Management
Texas
$353K -$7.7K -301 -2%
LWM
146
Laidlaw Wealth Management
New York
$350K – – –
BMM
147
Buffington Mohr McNeal
Idaho
$349K – – –
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$348K – – –
FNB
149
Farmers National Bank
Kentucky
$341K +$342K +13,349 New
SWPG
150
Strategic Wealth Partners Group
Illinois
$333K -$33.5K -1,311 -9%
4 5
6
7 8

IBDN Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2020, worth a combined $983M — up 11% from $888M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDN positions and 7 closed out — a net gain of 21 holders — while 99 added to existing stakes and 39 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $50.4M sold.

  • 204 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2020, up from 184 in Q3 2020.
  • Funds reported $983M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $27.1M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2020 was Capital Advisors Inc, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2020.