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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
MCM
176
Mattern Capital Management
Colorado
$248K
NSB
177
Norway Savings Bank
Maine
$234K
WGCA
178
Wolf Group Capital Advisors
Virginia
$227K
IA
179
IFG Advisory
Georgia
$226K -$4.43K -177 -2%
AM
180
Atwater Malick
Pennsylvania
$226K
GVAG
181
Great Valley Advisor Group
Delaware
$224K +$224K +8,965 New
CAN
182
Cetera Advisor Networks
California
$220K +$4.93K +197 +2%
TTWM
183
TCV Trust & Wealth Management
Virginia
$219K -$9.38K -375 -4%
FNB
184
Farmers National Bank
Kentucky
$218K
FPAS
185
Focus Partners Advisor Solutions
Missouri
$216K +$9.73K +389 +5%
FAIM
186
Financial Advocates Investment Management
Washington
$215K +$215K +8,586 New
WCWM
187
Willow Creek Wealth Management
California
$211K +$211K +8,451 New
AFC
188
AFT Forsyth & Company
Florida
$209K
PCG
189
Private Capital Group
Connecticut
$208K -$686K -27,435 -77%
HWM
190
HB Wealth Management
Georgia
$204K
LC
191
Legacy CG
Texas
$196K -$3.21M -128,175 -94%
BCPWM
192
Bradley & Co Private Wealth Management
Florida
$176K -$112K -4,460 -39%
SPIA
193
Steward Partners Investment Advisory
New York
$164K -$109K -4,337 -40%
4FG
194
4Thought Financial Group
New York
$163K -$153K -6,096 -48%
AC
195
AlphaCore Capital
California
$149K +$500 +20 +0.3%
WAM
196
Worth Asset Management
Texas
$143K -$8.58K -343 -6%
AA
197
AlphaMark Advisors
Kentucky
$137K -$345K -13,802 -72%
VNA
198
Valley National Advisers
Pennsylvania
$129K -$1.02M -40,875 -89%
HI
199
Harbour Investments
Wisconsin
$107K +$107K +4,277 New
GWM
200
Geneos Wealth Management
Colorado
$102K

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.