iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
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.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 8 → 16 (+8)
95% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 40
4% more funds holding
Funds holding: 165 → 172 (+7)
4% more capital invested
Capital invested by funds: $728M → $755M (+$27.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$16.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$10.9M |
| 3 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$9.6M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$8.55M |
| 2 |
AWM
Argent Wealth Management
Waltham,
Massachusetts
|
-$4.61M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$3.94M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSA
176
Cottage Street Advisors
Marion,
Massachusetts
| – | -$3.94M | -156,000 | Closed |
|
|
SI
177
Stephens Inc
Little Rock,
Arkansas
| – | -$1.2M | -47,525 | Closed |
|
|
PCP
178
Proficio Capital Partners
Newton,
Massachusetts
| – | -$577K | -22,800 | Closed |
|
179
Wolverine Trading
Chicago,
Illinois
| – | -$479K | -18,930 | Closed |
|
|
SWM
180
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| – | -$422K | -16,702 | Closed |
|
|
IAA
181
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$408K | -16,134 | Closed |
|
|
IWC
182
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$372K | -14,712 | Closed |
|
|
RJT
183
Raymond James Trust
St. Petersburg,
Florida
| – | -$265K | -10,495 | Closed |
|
|
BCM
184
Brookstone Capital Management
Wheaton,
Illinois
| – | -$245K | -9,670 | Closed |
|
185
Citigroup
New York
| – | -$2.91K | -116 | -97% |
|
186
Fidelity Investments
Boston,
Massachusetts
| – | -$954 | -38 | -97% |
|
IBDN Hedge Fund Activity: Q1 2020 in Review
172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2020, worth a combined $755M — up 3.7% from $728M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDN positions and 10 closed out — a net gain of 14 holders — while 78 added to existing stakes and 40 trimmed.
The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Tillar-Wenstrup Advisors, exiting entirely with an estimated $8.55M sold.
- 172 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2020, up from 165 in Q4 2019.
- Funds reported $755M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2020, up 3.7% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2020 was UBS Group, an estimated $16.3M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2020 was Tillar-Wenstrup Advisors, an estimated $8.55M sold.
Based on aggregated 13F filings for Q1 2020.