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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
KWM
176
Kingsview Wealth Management
Oregon
$250K – – –
BBW
177
Blue Barn Wealth
Utah
$244K -$34.3K -1,371 -12%
GVAG
178
Great Valley Advisor Group
Delaware
$235K +$11.4K +455 +5%
CAN
179
Cetera Advisor Networks
California
$231K +$9.88K +395 +4%
WGCA
180
Wolf Group Capital Advisors
Virginia
$227K – – –
FPAS
181
Focus Partners Advisor Solutions
Missouri
$217K – – –
FAIM
182
Financial Advocates Investment Management
Washington
$215K – – –
WCWM
183
Willow Creek Wealth Management
California
$212K – – –
IA
184
IFG Advisory
Georgia
$210K -$16.1K -642 -7%
AFC
185
AFT Forsyth & Company
Florida
$210K – – –
TTWM
186
TCV Trust & Wealth Management
Virginia
$206K -$12.5K -500 -6%
HWM
187
HB Wealth Management
Georgia
$204K -$204K -8,169 Closed
NSB
188
Norway Savings Bank
Maine
$184K -$50K -2,000 -21%
SPIA
189
Steward Partners Investment Advisory
New York
$165K – – –
AC
190
AlphaCore Capital
California
$150K +$650 +26 +0.4%
AA
191
AlphaMark Advisors
Kentucky
$137K – – –
WAM
192
Worth Asset Management
Texas
$113K -$30.6K -1,225 -21%
HI
193
Harbour Investments
Wisconsin
$107K – – –
VNA
194
Valley National Advisers
Pennsylvania
$99K -$30K -1,201 -23%
BCPWM
195
Bradley & Co Private Wealth Management
Florida
$97K -$79K -3,158 -45%
GWM
196
Geneos Wealth Management
Colorado
$76K -$26.3K -1,050 -26%
4FG
197
4Thought Financial Group
New York
$66K -$96.7K -3,866 -59%
VCM
198
Vigilant Capital Management
Maine
$58K +$2.13K +85 +4%
SIM
199
Studio Investment Management
Illinois
$56.4K -$519K -20,738 -90%
PTC
200
Private Trust Company
Ohio
$55K -$975 -39 -2%
6 7
8
9 10

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.