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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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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
CCT
176
Country Club Trust
Missouri
$246K – – –
EFS
177
Essex Financial Services
Connecticut
$241K +$153 +6 +0.1%
AIC
178
Ameritas Investment Company
Nebraska
$239K +$240K +9,392 New
CWM
179
Cornerstone Wealth Management
Missouri
$239K +$306 +12 +0.1%
KFAA
180
Klaas Financial Asset Advisors
Illinois
$227K +$46.2K +1,810 +26%
WCM
181
Windsor Capital Management
Arizona
$225K +$4.51K +177 +2%
CAN
182
Cetera Advisor Networks
California
$220K -$61.2K -2,400 -22%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$216K -$45.9K -1,799 -17%
CAI
184
Capital Advisors Inc
Oklahoma
$209K +$209K +8,196 New
SFG
185
Sowa Financial Group
Rhode Island
$205K +$281 +11 +0.1%
GWM
186
Geneos Wealth Management
Colorado
$178K – – –
TCCM
187
Timber Creek Capital Management
Massachusetts
$156K -$451K -17,692 -74%
4FG
188
4Thought Financial Group
New York
$155K +$155K +6,096 New
NFG
189
Next Financial Group
Texas
$152K – – –
AC
190
AlphaCore Capital
California
$149K +$459 +18 +0.3%
PB
191
Pinnacle Bancorp
Nebraska
$126K – – –
CAAS
192
Capital Asset Advisory Services
Michigan
$103K – – –
FRA
193
Front Row Advisors
California
$87K -$25.5K -1,000 -23%
VFA
194
Valeo Financial Advisors
Indiana
$76K +$4.72K +185 +7%
RG
195
Retirement Group
California
$70K -$102 -4 -0.1%
RIM
196
Rockbridge Investment Management
New York
$70K – – –
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$68K +$68.2K +2,674 New
PA
198
Parallel Advisors
California
$67K – – –
IF
199
Ironwood Financial
Arizona
$65K -$136K -5,321 -68%
MWP
200
Meridian Wealth Partners
Pennsylvania
$55K – – –
6 7
8
9 10

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.