iShares iBonds Dec 2022 Term Corporate ETF
IBDN
IBDN was delisted on the 15th of December, 2022.
202 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2022 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 20 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 60
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2.93% less ownership
Funds ownership: 67.46% → 64.52% (-2.9%)
4% less funds holding
Funds holding: 210 → 202 (-8)
25% less capital inflows, than outflows
Capital inflows: $65.5M | Capital outflows: $86.8M
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.2M |
| 2 |
NovaPoint Capital
Atlanta,
Georgia
|
+$8.04M |
| 3 |
Relative Value Partners Group
|
+$5.34M |
| 4 |
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$3.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$16.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$13.6M |
| 3 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$8.33M |
| 4 |
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$6.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$5.1M |
IBDN Hedge Fund Activity: Q2 2021 in Review
202 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q2 2021, worth a combined $1.06B — down 1.8% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IBDN and 14 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 86 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $14.2M. The largest seller was UBS Group, cutting an estimated $16.8M.
- 202 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q2 2021, down from 210 in Q1 2021.
- Funds reported $1.06B of iShares iBonds Dec 2022 Term Corporate ETF stock for Q2 2021, down 1.8% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q2 2021 and 20 closed out, a net change of -6 holders.
- The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $14.2M added.
- The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q2 2021 was UBS Group, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2021.