We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF
IBDN

Delisted

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

Back to rankings

210 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10% more capital invested

Capital invested by funds: $983M → $1.08B (+$99.5M)

3% more funds holding

Funds holding: 204 → 210 (+6)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
90
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
+$35.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$22.9M
3
RVPG
Relative Value Partners Group
+$17.4M
4
ACA
Aptus Capital Advisors
Alabama
+$14.3M
5
Bank of America
Bank of America
North Carolina
+$7.72M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.38M
2
UBS Group
UBS Group
Switzerland
-$5.99M
3
KAS
Kestra Advisory Services
Texas
-$4.07M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$3.15M
5
CIA
Capital Investment Advisors
Georgia
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
151
Colton Groome Financial Advisors
North Carolina
$400K +$400K +15,700 New
RCA
152
Resonant Capital Advisors
Wisconsin
$395K – – –
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$388K +$385K +15,115 +9,752%
CCA
154
Childress Capital Advisors
Texas
$384K +$385K +15,100 New
IA
155
IFG Advisory
Georgia
$381K +$10.5K +411 +3%
FNB
156
Farmers National Bank
Kentucky
$370K +$29.9K +1,173 +9%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$360K – – –
LWM
158
Laidlaw Wealth Management
New York
$349K – – –
SWM
159
Segment Wealth Management
Texas
$320K -$31.4K -1,230 -9%
IWC
160
Integrated Wealth Concepts
Massachusetts
$311K -$155K -6,097 -33%
FAIM
161
Financial Advocates Investment Management
Washington
$298K -$20.2K -794 -6%
W
162
WealthStone
Ohio
$297K – – –
NSB
163
Norway Savings Bank
Maine
$294K – – –
KA
164
Kovack Advisors
Florida
$293K +$293K +11,500 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$291K – – –
KWM
166
Kingsview Wealth Management
Oregon
$283K +$284K +11,125 New
WGCA
167
Wolf Group Capital Advisors
Virginia
$276K +$2.27K +89 +0.8%
HH
168
Hilltop Holdings
Texas
$265K +$266K +10,421 New
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$255K +10,000 New
RBC
170
Roble Belko & Company
Pennsylvania
$253K – – –
MCM
171
Mattern Capital Management
Colorado
$252K +$10K +393 +4%
BOPW
172
Brandywine Oak Private Wealth
Pennsylvania
$251K – – –
FWM
173
Frontier Wealth Management
Missouri
$249K – – –
GDP
174
Great Diamond Partners
Maine
$248K -$49.9K -1,955 -17%
Deutsche Bank
175
Deutsche Bank
Germany
$246K -$68.8K -2,697 -22%
5 6
7
8 9

IBDN Hedge Fund Activity: Q1 2021 in Review

210 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2021, worth a combined $1.08B — up 10% from $983M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDN positions and 13 closed out — a net gain of 9 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was BerganKDV Wealth Management, adding an estimated $35.9M. The largest seller was Morgan Stanley, cutting an estimated $9.38M.

  • 210 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2021, up 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2021 and 13 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2021 was BerganKDV Wealth Management, an estimated $35.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2021 was Morgan Stanley, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2021.