We are live on ! Find out more
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
VCM
201
Vigilant Capital Management
Maine
$56K +$55.7K +2,225 New
PTC
202
Private Trust Company
Ohio
$56K +$56.1K +2,241 New
OHWP
203
Oak Harbor Wealth Partners
North Carolina
$51K -$99.3K -3,969 -66%
PP
204
Prosperity Planning
Missouri
$49K
MWM
205
Mascoma Wealth Management
New Hampshire
$40K
GRP
206
Global Retirement Partners
California
$36K +$50 +2 +0.1%
UB
207
UMB Bank
Missouri
$30K +$30K +1,200 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$18K
CA
209
CoreCap Advisors
Michigan
$14K +$14.3K +572 New
CAL
210
Capital Advisors Ltd
Ohio
$13K
OIA
211
Optimum Investment Advisors
Illinois
$12K
FRA
212
Front Row Advisors
California
$11K
FGAM
213
Financial Gravity Asset Management
Texas
$10.5K
HWM
214
Horizons Wealth Management
North Carolina
$10K +$10K +400 New
SC
215
Stephens Consulting
Michigan
$4.7K
MAM
216
Meeder Asset Management
Ohio
$4K
BlackRock
217
BlackRock
New York
$3K
RG
218
Retirement Group
California
$1K
VFA
219
Valeo Financial Advisors
Indiana
-$136K -63,905 Closed
BCM
220
Brasada Capital Management
Texas
-$1.1M -44,000 Closed
AI
221
Atria Investments
North Carolina
-$1.06M -42,544 Closed
AFIMH
222
American Family Insurance Mutual Holding
Wisconsin
-$1M -40,000 Closed
OWA
223
Octavia Wealth Advisors
Ohio
-$498K -19,896 Closed
CA
224
Cetera Advisors
Colorado
-$480K -19,157 Closed
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
-$421K -16,796 Closed

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.