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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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211 hedge funds and large institutions have $868M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% less funds holding

Funds holding: 212 → 211 (-1)

12% less capital invested

Capital invested by funds: $984M → $868M (-$116M)

46% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 104

Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
19
Increased
56
Reduced
104
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$23.8M
2
MSAM
Moloney Securities Asset Management
Missouri
+$5.34M
3
GT
Glenview Trust
Kentucky
+$4.28M
4
PAS
Park Avenue Securities
New York
+$3.54M
5
OMC
Old Mission Capital
Illinois
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$29.4M
2
UBS Group
UBS Group
Switzerland
-$27.7M
3
BWM
BerganKDV Wealth Management
Minnesota
-$25.4M
4
CIM
Corda Investment Management
Texas
-$18.9M
5
Morgan Stanley
Morgan Stanley
New York
-$14.2M
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 +$50 +2 +0%
ASN
153
Advisory Services Network
Georgia
$379K +$25.4K +1,016 +7%
CBFP
154
Cedar Brook Financial Partners
Ohio
$366K -$41K -1,638 -10%
VCM
155
Vivaldi Capital Management
Illinois
$358K -$9.9K -396 -3%
DWT
156
Dorsey & Whitney Trust
South Dakota
$350K -$350K -14,000 -50%
SFO
157
Stokes Family Office
Louisiana
$350K -$250K -10,000 -42%
PG
158
Patten Group
Tennessee
$349K -$75.1K -3,002 -18%
BMM
159
Buffington Mohr McNeal
Idaho
$346K – – –
SWPG
160
Strategic Wealth Partners Group
Illinois
$346K – – –
JWCA
161
J.W. Cole Advisors
Florida
$341K +$341K +13,628 New
EH
162
Equitable Holdings
New York
$314K +$1.35K +54 +0.4%
EIA
163
Eldridge Investment Advisors
New Hampshire
$307K +$10.3K +413 +3%
JAG
164
Journey Advisory Group
Kentucky
$305K -$25K -1,000 -8%
KA
165
Kovack Advisors
Florida
$291K – – –
RBC
166
Roble Belko & Company
Pennsylvania
$290K -$7.03K -281 -2%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$286K – – –
CWM
168
Curi Wealth Management
North Carolina
$283K +$283K +11,309 New
SL
169
SWMG LLC
Texas
$281K +$281K +11,228 New
CWS
170
Cypress Wealth Services
California
$278K -$49.5K -1,978 -15%
VWM
171
Valley Wealth Managers
New Jersey
$265K – – –
SWM
172
Segment Wealth Management
Texas
$263K – – –
MCM
173
Mattern Capital Management
Colorado
$263K +$15K +599 +6%
AAS
174
Ameritas Advisory Services
Nebraska
$259K -$66.6K -2,665 -20%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$258K -$990K -39,600 -79%
5 6
7
8 9

IBDN Hedge Fund Activity: Q3 2022 in Review

211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2022, worth a combined $868M — down 12% from $984M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 17 closed out — a net gain of 2 holders — while 56 added to existing stakes and 104 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $23.8M. The largest seller was HighTower Advisors, exiting entirely with an estimated $29.4M sold.

  • 211 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2022, down from 212 in Q2 2022.
  • Funds reported $868M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2022 and 17 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $23.8M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.