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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Pinnacle Associates
New York
$547K
CIA
127
Covington Investment Advisors
Pennsylvania
$534K +$7.86K +310 +1%
VCM
128
Vivaldi Capital Management
Illinois
$515K -$304 -12 -0.1%
CTA
129
Chesley Taft & Associates
Illinois
$515K +$2.53K +100 +0.5%
CA
130
Cetera Advisors
Colorado
$509K
BMM
131
Buffington Mohr McNeal
Idaho
$500K -$54.9K -2,165 -10%
RCAG
132
Rehmann Capital Advisory Group
Michigan
$486K +$69.3K +2,736 +17%
MML Investors Services
133
MML Investors Services
Massachusetts
$478K +$6.28K +248 +1%
KCM
134
Kathmere Capital Management
Pennsylvania
$463K -$82.7K -3,263 -15%
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$437K -$12.2K -482 -3%
HH
136
Hilltop Holdings
Texas
$435K +$98.8K +3,900 +29%
CBFP
137
Cedar Brook Financial Partners
Ohio
$430K +$253 +10 +0.1%
APP
138
Avantax Planning Partners
Iowa
$429K -$41.9K -1,655 -9%
W
139
Wealthquest
Ohio
$425K -$568K -22,413 -58%
CP
140
Camelot Portfolios
Ohio
$412K -$1.23M -48,497 -75%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$408K
CGFA
142
Colton Groome Financial Advisors
North Carolina
$398K
RCA
143
Resonant Capital Advisors
Wisconsin
$398K
PCIA
144
Prime Capital Investment Advisors
Kansas
$390K -$112K -4,415 -22%
SMC
145
Smith, Moore & Co
Missouri
$383K +$1.55K +61 +0.4%
CCA
146
Childress Capital Advisors
Texas
$382K
AIC
147
Ameritas Investment Company
Nebraska
$381K +$226K +8,918 +146%
MGIA
148
Matthew Goff Investment Advisor
Texas
$375K -$1.64M -64,866 -81%
SPIA
149
Steward Partners Investment Advisory
New York
$366K -$442K -17,460 -55%
LWM
150
Laidlaw Wealth Management
New York
$347K

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.