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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
SPC
126
Sigma Planning Corp
Michigan
$673K +$673K +26,919 New
CMP
127
Courage Miller Partners
Virginia
$641K -$1.85K -74 -0.3%
OAM
128
Oak Asset Management
California
$641K +$641K +25,613 New
BSAM
129
Blue Square Asset Management
New York
$640K +$640K +25,594 New
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$625K -$236K -9,444 -27%
W
131
WealthOne
New York
$621K +$225 +9 +0%
CTA
132
Chesley Taft & Associates
Illinois
$610K
SFO
133
Stokes Family Office
Louisiana
$600K
WWM
134
WJ Wealth Management
Arizona
$597K +$598K +23,888 New
SIM
135
Studio Investment Management
Illinois
$575K -$2.03M -81,164 -78%
MML Investors Services
136
MML Investors Services
Massachusetts
$574K +$132K +5,294 +30%
CIA
137
Covington Investment Advisors
Pennsylvania
$549K
PA
138
Pinnacle Associates
New York
$540K
BEI
139
Benjamin Edwards Inc
Missouri
$513K +$57.8K +2,311 +13%
CIA
140
Choate Investment Advisors
Massachusetts
$506K +$506K +20,238 New
AIA
141
Arcadia Investment Advisors
Idaho
$505K -$114K -4,573 -18%
TWA
142
Tillar-Wenstrup Advisors
Ohio
$500K +$500K +19,998 New
AAS
143
Avantax Advisory Services
Texas
$471K +$471K +18,831 New
KCM
144
Kathmere Capital Management
Pennsylvania
$460K +$726 +29 +0.2%
JHCP
145
Jackson Hole Capital Partners
Oklahoma
$431K
PHIC
146
Pine Haven Investment Counsel
Massachusetts
$430K
APP
147
Avantax Planning Partners
Iowa
$426K
PG
148
Patten Group
Tennessee
$424K -$10K -400 -2%
ICG
149
InterOcean Capital Group
Tennessee
$412K +$412K +16,465 New
CBFP
150
Cedar Brook Financial Partners
Ohio
$407K +$150 +6 +0%

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.