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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

212 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

6% more funds holding

Funds holding: 200212 (+12)

3% more capital invested

Capital invested by funds: $955M → $984M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
212
Holders Change
+12
Holders Change %
+6%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
64
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
151
Colton Groome Financial Advisors
North Carolina
$393K
KPWS
152
Kestra Private Wealth Services
Texas
$388K -$17.2K -688 -4%
SMC
153
Smith, Moore & Co
Missouri
$383K +$1.28K +51 +0.3%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$375K +$105K +4,200 +39%
VCM
155
Vivaldi Capital Management
Illinois
$368K -$87.7K -3,505 -19%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$360K +$353K +14,091 +4,417%
FIM
157
Freedom Investment Management
Connecticut
$357K +$56.3K +2,250 +19%
ASN
158
Advisory Services Network
Georgia
$354K +$109K +4,356 +45%
BMM
159
Buffington Mohr McNeal
Idaho
$346K -$102K -4,093 -23%
SWPG
160
Strategic Wealth Partners Group
Illinois
$346K
LWM
161
Laidlaw Wealth Management
New York
$343K
HIA
162
Harbor Investment Advisory
Maryland
$331K +$283K +11,300 +581%
JAG
163
Journey Advisory Group
Kentucky
$329K +$330K +13,200 New
CWS
164
Cypress Wealth Services
California
$327K -$20.8K -832 -6%
AAS
165
Ameritas Advisory Services
Nebraska
$326K -$33.4K -1,337 -9%
EH
166
Equitable Holdings
New York
$312K +$312K +12,482 New
EIA
167
Eldridge Investment Advisors
New Hampshire
$297K +$625 +25 +0.2%
RBC
168
Roble Belko & Company
Pennsylvania
$297K +$48.5K +1,940 +20%
SFA
169
Sequoia Financial Advisors
Ohio
$293K
KA
170
Kovack Advisors
Florida
$291K +$50K +2,000 +21%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$285K
BBW
172
Blue Barn Wealth
Utah
$278K -$50K -1,998 -15%
VWM
173
Valley Wealth Managers
New Jersey
$265K +$265K +10,586 New
SWM
174
Segment Wealth Management
Texas
$262K
KWM
175
Kingsview Wealth Management
Oregon
$250K -$24.5K -980 -9%

IBDN Hedge Fund Activity: Q2 2022 in Review

212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2022, worth a combined $984M — up 3.1% from $955M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDN positions and 18 closed out — a net gain of 14 holders — while 64 added to existing stakes and 78 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.3M.

  • 212 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $984M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2022, up 3.1% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2022 was HighTower Advisors, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.