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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
151
Farmers National Bank
Kentucky
$341K +$338K +13,349 New
CWS
152
Cypress Wealth Services
California
$339K +$101 +4 +0%
BCPWM
153
Bradley & Co Private Wealth Management
Florida
$334K -$118K -4,676 -26%
BBW
154
Blue Barn Wealth
Utah
$328K +$15.8K +624 +5%
WCM
155
Windsor Capital Management
Arizona
$323K +$85.4K +3,372 +36%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$310K -$1.67K -66 -0.5%
SWM
157
Segment Wealth Management
Texas
$305K -$29.9K -1,180 -9%
IWC
158
Integrated Wealth Concepts
Massachusetts
$304K
FAIM
159
Financial Advocates Investment Management
Washington
$297K
KA
160
Kovack Advisors
Florida
$291K
OMC
161
Old Mission Capital
Illinois
$288K -$78.1K -3,081 -21%
IA
162
IFG Advisory
Georgia
$280K -$14.4K -569 -5%
KWM
163
Kingsview Wealth Management
Oregon
$278K
4FG
164
4Thought Financial Group
New York
$260K +$103K +4,067 +65%
RBC
165
Roble Belko & Company
Pennsylvania
$252K
MCM
166
Mattern Capital Management
Colorado
$251K
FWM
167
Frontier Wealth Management
Missouri
$247K
WGCA
168
Wolf Group Capital Advisors
Virginia
$240K +$6.23K +246 +3%
NSB
169
Norway Savings Bank
Maine
$237K
FFA
170
Fragasso Financial Advisors
Pennsylvania
$235K +$456 +18 +0.2%
EIA
171
Eldridge Investment Advisors
New Hampshire
$231K +$231K +9,124 New
CWM
172
Cornerstone Wealth Management
Missouri
$230K +$431 +17 +0.2%
BEI
173
Benjamin Edwards Inc
Missouri
$225K +$17.4K +685 +8%
AM
174
Atwater Malick
Pennsylvania
$219K +$219K +8,637 New
CAN
175
Cetera Advisor Networks
California
$218K

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.