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IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

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

47 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

58% more capital invested

Capital invested by funds: $114M → $180M (+$66.2M)

9% more funds holding

Funds holding: 4347 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$71M +$39.9M +1,606,625 +129%
Bank of America
2
Bank of America
North Carolina
$23M +$3.89M +156,657 +20%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$6.23M +250,947 +93%
UCFA
4
United Capital Financial Advisors
Texas
$11.9M +$898K +36,212 +8%
CIM
5
Corda Investment Management
Texas
$7.34M +$2.16M +87,010 +42%
UBS Group
6
UBS Group
Switzerland
$6.23M +$1.43M +57,724 +30%
CIA
7
Capital Investment Advisors
Georgia
$5.54M +$2.12M +85,339 +62%
GA
8
Gateway Advisory
New Jersey
$5.27M +$322K +12,968 +7%
Wells Fargo
9
Wells Fargo
California
$4.93M +$707K +28,515 +17%
TC
10
Trust Company
Kansas
$4.28M +$734K +29,585 +21%
US Bancorp
11
US Bancorp
Minnesota
$4.16M +$1.43M +57,628 +53%
DE
12
Day & Ennis
Georgia
$2.3M -$161K -6,479 -7%
BCM
13
Bluefin Capital Management
New York
$2.03M
Wolverine Trading
14
Wolverine Trading
Illinois
$2.01M +$1.78M +71,859 +792%
GWA
15
Guidant Wealth Advisors
Illinois
$1.83M +$328K +13,211 +22%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.77M +$535K +21,582 +44%
BCM
17
Brookstone Capital Management
Illinois
$1.65M -$73.7K -2,969 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.5M +$137K +5,505 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.33M -$10.3K -416 -0.8%
CP
20
Camelot Portfolios
Ohio
$1.15M +$247K +9,961 +28%
VKH
21
Virtu KCG Holdings
New York
$851K +$558K +22,501 +193%
Mariner
22
Mariner
Kansas
$837K +$526K +21,195 +171%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$637K +$414K +16,669 +187%
PAG
24
Private Advisor Group
New Jersey
$590K
APP
25
Avantax Planning Partners
Iowa
$567K

IBDN Hedge Fund Activity: Q1 2017 in Review

47 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2017, worth a combined $180M — up 58% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDN positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $39.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.

  • 47 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2017, up from 43 in Q4 2016.
  • Funds reported $180M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2017, up 58% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2017 and 3 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2017 was Capital Advisors Inc, an estimated $39.9M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2017.