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.

66 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

22% more funds holding

Funds holding: 5466 (+12)

13% more capital invested

Capital invested by funds: $245M → $277M (+$31.4M)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
15
Increased
36
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$76.8M +$1.55M +61,955 +2%
Bank of America
2
Bank of America
North Carolina
$30.1M +$2.57M +102,414 +9%
UBS Group
3
UBS Group
Switzerland
$22.3M +$5.66M +225,596 +34%
Morgan Stanley
4
Morgan Stanley
New York
$21M +$2.15M +85,576 +11%
UCFA
5
United Capital Financial Advisors
Texas
$13.8M +$346K +13,782 +3%
CIM
6
Corda Investment Management
Texas
$12.7M +$340K +13,545 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.4M +$187K +7,469 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.07M
US Bancorp
9
US Bancorp
Minnesota
$7.76M +$1.72M +68,600 +28%
CIA
10
Capital Investment Advisors
Georgia
$6.66M +$339K +13,522 +5%
MGIA
11
Matthew Goff Investment Advisor
Texas
$6.64M +$553K +22,039 +9%
GA
12
Gateway Advisory
New Jersey
$5.67M +$64.3K +2,566 +1%
Wells Fargo
13
Wells Fargo
California
$4.07M +$2.98M +118,768 +270%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.29M +$111K +4,440 +3%
MMHP
15
Murphy Middleton Hinkle & Parker
Georgia
$2.93M +$2.94M +117,350 New
LPL Financial
16
LPL Financial
California
$2.52M +$1.56M +62,219 +161%
SWMG
17
Signature Wealth Management Group
Georgia
$2.49M +$2.5M +99,710 New
CTC
18
Central Trust Company
Missouri
$2.4M +$2.41M +95,961 New
LWM
19
Lyell Wealth Management
California
$2.33M +$9.4K +375 +0.4%
DE
20
Day & Ennis
Georgia
$2.3M +$17.8K +711 +0.8%
RJA
21
Raymond James & Associates
Florida
$2.29M +$305K +12,146 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.19M +$332K +13,260 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.99M +$246K +9,814 +14%
CP
24
Camelot Portfolios
Ohio
$1.83M +$684K +27,270 +59%
LWM
25
Lenox Wealth Management
Ohio
$1.7M +$188K +7,505 +12%

IBDN Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2017, worth a combined $277M — up 13% from $245M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDN positions and 3 closed out — a net gain of 12 holders — while 36 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $5.66M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.51M sold.

  • 66 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $277M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2017 was UBS Group, an estimated $5.66M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2017.