iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
210 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
43% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 63
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
10% more capital invested
Capital invested by funds: $983M → $1.08B (+$99.5M)
3% more funds holding
Funds holding: 204 → 210 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$35.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$22.9M |
| 3 |
RVPG
Relative Value Partners Group
|
+$17.4M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.99M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.07M |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$3.15M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$3.1M |
IBDN Hedge Fund Activity: Q1 2021 in Review
210 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q1 2021, worth a combined $1.08B — up 10% from $983M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBDN positions and 13 closed out — a net gain of 9 holders — while 90 added to existing stakes and 63 trimmed.
The largest buyer was BerganKDV Wealth Management, adding an estimated $35.9M. The largest seller was Morgan Stanley, cutting an estimated $9.38M.
- 210 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q1 2021, up from 204 in Q4 2020.
- Funds reported $1.08B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q1 2021, up 10% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q1 2021 and 13 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q1 2021 was BerganKDV Wealth Management, an estimated $35.9M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q1 2021 was Morgan Stanley, an estimated $9.38M sold.
Based on aggregated 13F filings for Q1 2021.