IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Overview Fund Activity
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
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.8%
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

1
UBS Group
1
UBS Group
Switzerland
$62.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$9.96M
4
ACA
4
Aptus Capital Advisors
Alabama
$29.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$15.3M

Top Sellers

1
TWA
1
Tillar-Wenstrup Advisors
Ohio
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$11.1M
3
AWM
3
Argent Wealth Management
Massachusetts
$23.4M
4
CSA
4
Cottage Street Advisors
Massachusetts
$0
5
NA
5
NewEdge Advisors
Louisiana
$455K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$65K – – –
MWP
152
Meridian Wealth Partners
Pennsylvania
$54K – – –
ASN
153
Advisory Services Network
Georgia
$54K – – –
SNT
154
Security National Trust
West Virginia
$50K – – –
TCM
155
TD Capital Management
Tennessee
$50K +$225 +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 +$99 +4 +0.4%
VNA
159
Valley National Advisers
Pennsylvania
$24K – – –
OFG
160
OmniStar Financial Group
North Carolina
$24K +$24K +955 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
CAAS
162
Capital Asset Advisory Services
Michigan
$20K – – –
IA
163
IFP Advisors
Florida
$20K +$4.14K +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 +$11K +434 New
FRA
168
Front Row Advisors
California
$8K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$6K +$6K +252 New
SWA
170
Stratos Wealth Advisors
Ohio
$4K – – –
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$4K – – –
BlackRock
172
BlackRock
New York
$3K – – –
SIS
173
Sound Income Strategies
Florida
$2K +$21 +1 +1%
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
$2K +$2K +100 New
TWA
175
Tillar-Wenstrup Advisors
Ohio
– -$8.55M -338,249 Closed
4 5 6
7
8