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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
SNT
151
Security National Trust
West Virginia
$51K – – –
TCM
152
TD Capital Management
Tennessee
$50K +$481 +19 +1%
GWM
153
Geneos Wealth Management
Colorado
$40K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$33K +$8.4K +332 +35%
FWP
155
FAS Wealth Partners
Kansas
$25K +$25.3K +1,002 New
VNA
156
Valley National Advisers
Pennsylvania
$24K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
CAAS
158
Capital Asset Advisory Services
Michigan
$20K +$20.3K +802 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$18K +$18.2K +721 New
IA
160
IFP Advisors
Florida
$16K – – –
RG
161
Retirement Group
California
$14K +$13.6K +538 New
CAL
162
Capital Advisors Ltd
Ohio
$13K -$13.1K -516 -50%
OIA
163
Optimum Investment Advisors
Illinois
$12K +$506 +20 +4%
Deutsche Bank
164
Deutsche Bank
Germany
$12K +$12.7K +503 New
FRA
165
Front Row Advisors
California
$8K – – –
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$4K -$29.4K -1,161 -88%
BlackRock
167
BlackRock
New York
$3K – – –
Citigroup
168
Citigroup
New York
$3K +$3.04K +120 New
SIS
169
Sound Income Strategies
Florida
$2K +$25 +1 +1%
PGAM
170
Princeton Global Asset Management
New Jersey
$1.25K +$416K +16,434 +50%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$1K – – –
Citadel Advisors
172
Citadel Advisors
Florida
– -$3.96M -156,469 Closed
BCM
173
Bluefin Capital Management
New York
– -$1.44M -56,905 Closed
FGAM
174
Financial Gravity Asset Management
Texas
– -$367K -14,525 -100%
SPC
175
Sigma Planning Corp
Michigan
– -$230K -9,095 Closed
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.