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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

IBDN was delisted on the 15th of December, 2022.

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 202205 (+3)

2% more capital invested

Capital invested by funds: $1.06B → $1.08B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
89
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
$13K
OIA
202
Optimum Investment Advisors
Illinois
$12K
FRA
203
Front Row Advisors
California
$11K
SFC
204
SYM Financial Corp
Indiana
$8K +$8.03K +317 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$6K -$395K -15,577 -98%
MAM
206
Meeder Asset Management
Ohio
$4K
IWA
207
IBEX Wealth Advisors
New Jersey
$4K +$4.18K +165 New
BlackRock
208
BlackRock
New York
$3K +$3.47K +137 New
JP Morgan Chase
209
JP Morgan Chase
New York
$1K
RG
210
Retirement Group
California
$1K
Lido Advisors
211
Lido Advisors
California
-$2.17M -85,410 Closed
PWM
212
PRW Wealth Management
Massachusetts
-$637K -25,092 Closed
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
-$508K -20,000 Closed
FTUS
214
Flow Traders U.S.
New York
-$463K -18,247 Closed
TCM
215
Tuttle Capital Management
Connecticut
-$397K -15,634 Closed
Deutsche Bank
216
Deutsche Bank
Germany
-$319K -12,558 Closed
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
-$290K -11,413 Closed
Wolverine Trading
218
Wolverine Trading
Illinois
-$249K -9,817 Closed
EFS
219
Essex Financial Services
Connecticut
-$241K -9,472 Closed
ASN
220
Advisory Services Network
Georgia
-$139K -5,484 Closed
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
-$76K -2,989 Closed
SB
222
Strategic Blueprint
Georgia
-$46K -1,804 Closed
LWP
223
Lumature Wealth Partners
Georgia
-$3K -99 Closed
DAC
224
Dividend Assets Capital
South Carolina
-$1K -39 Closed
KIG
225
Kowal Investment Group
Wisconsin
+$25 +1 New

IBDN Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q3 2021, worth a combined $1.08B — up 2.1% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDN positions and 15 closed out — a net gain of 4 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.7M. The largest seller was BerganKDV Wealth Management, cutting an estimated $14M.

  • 205 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $29.7M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q3 2021 was BerganKDV Wealth Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2021.