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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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172 hedge funds and large institutions have $755M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

95% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 40

4% more funds holding

Funds holding: 165 → 172 (+7)

4% more capital invested

Capital invested by funds: $728M → $755M (+$27.1M)

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.79%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
24
Increased
78
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$16.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$10.9M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$9.6M
4
ACA
Aptus Capital Advisors
Alabama
+$6.1M
5
Stifel Financial
Stifel Financial
Missouri
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
TWA
Tillar-Wenstrup Advisors
Ohio
-$8.55M
2
AWM
Argent Wealth Management
Massachusetts
-$4.61M
3
CSA
Cottage Street Advisors
Massachusetts
-$3.94M
4
NA
NewEdge Advisors
Louisiana
-$3.36M
5
Bank of America
Bank of America
North Carolina
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$65K – – –
ASN
152
Advisory Services Network
Georgia
$54K – – –
MWP
153
Meridian Wealth Partners
Pennsylvania
$54K – – –
SNT
154
Security National Trust
West Virginia
$50K – – –
TCM
155
TD Capital Management
Tennessee
$50K +$226 +9 +0.5%
GWM
156
Geneos Wealth Management
Colorado
$39K – – –
CFGS
157
Concourse Financial Group Securities
Alabama
$32K – – –
FWP
158
FAS Wealth Partners
Kansas
$25K +$100 +4 +0.4%
VNA
159
Valley National Advisers
Pennsylvania
$24K – – –
OFG
160
OmniStar Financial Group
North Carolina
$24K +$24K +955 New
CAAS
161
Capital Asset Advisory Services
Michigan
$20K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
IA
163
IFP Advisors
Florida
$20K +$4.27K +170 +26%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$18K – – –
CAL
165
Capital Advisors Ltd
Ohio
$13K – – –
OIA
166
Optimum Investment Advisors
Illinois
$12K – – –
OPS
167
Orion Portfolio Solutions
Nebraska
$11K +$10.9K +434 New
FRA
168
Front Row Advisors
California
$8K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$6K +$6.33K +252 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$4K – – –
SWA
171
Stratos Wealth Advisors
Ohio
$4K – – –
BlackRock
172
BlackRock
New York
$3K – – –
SIS
173
Sound Income Strategies
Florida
$2K +$25 +1 +1%
JP Morgan Chase
174
JP Morgan Chase
New York
$2K +$2.51K +100 New
TWA
175
Tillar-Wenstrup Advisors
Ohio
– -$8.55M -338,249 Closed
4 5 6
7
8

IBDN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2020, worth a combined $755M — up 3.7% from $728M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDN positions and 10 closed out — a net gain of 14 holders — while 78 added to existing stakes and 40 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Tillar-Wenstrup Advisors, exiting entirely with an estimated $8.55M sold.

  • 172 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2020, up from 165 in Q4 2019.
  • Funds reported $755M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2020, up 3.7% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2020 was UBS Group, an estimated $16.3M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2020 was Tillar-Wenstrup Advisors, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2020.