IBDK

iShares iBonds Dec 2019 Term Corporate ETF
IBDK

Overview Fund Activity
Delisted

IBDK was delisted on the 16th of December, 2019.

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125 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
+14
Holders Change %
+12.61%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
47
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$14.3M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$13.3M
3
CAN
3
Claraphi Advisory Network
United States
$9.52M
4
RW
4
RVW Wealth
California
$8.88M
5
FIM
5
Freedom Investment Management
Connecticut
$9.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.2M
2
NA
2
NewEdge Advisors
Louisiana
$6.11M
3
UBS Group
3
UBS Group
Switzerland
$34.8M
4
C
4
Clearshares
New York
$552K
5
RFO
5
RiverGlades Family Offices
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFPWM
51
Leicht Financial Planning & Wealth Management
New Jersey
$1.27M 50,874 +50,874 New
RWM
52
Ritholtz Wealth Management
New York
$1.26M 50,650 +5,611 +12%
BCM
53
Bluefin Capital Management
New York
$1.26M 50,477 +50,477 New
FGAM
54
Financial Gravity Asset Management
Texas
$1.25M 50,273 +50,273 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$1.23M 49,493 +24,708 +100%
SSB
56
Sandy Spring Bank
Maryland
$1.22M 49,155 +12,840 +35%
CHAM
57
Clear Harbor Asset Management
Connecticut
– – – –
MA
58
MCF Advisors
Kentucky
$1.15M 46,161 +26 +0.1%
FPS
59
Fieldpoint Private Securities
Connecticut
$1.12M 45,100 – –
ECM
60
Exchange Capital Management
Michigan
$1.12M 44,934 -2,030 -4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.02M 40,862 +40,862 New
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$926K 37,240 -500 -1%
SB
63
Suntrust Banks
Georgia
$892K 35,970 +12,975 +56%
TCCM
64
Timber Creek Capital Management
Massachusetts
$856K 34,461 +5,072 +17%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$739K 29,717 -1,164 -4%
BWM
66
BerganKDV Wealth Management
Minnesota
$689K 27,731 +2,000 +8%
APA
67
American Portfolios Advisors
New York
$640K 25,745 – –
AFC
68
AFT Forsyth & Company
Florida
$634K 25,520 – –
MGIA
69
Matthew Goff Investment Advisor
Texas
$631K 25,402 -161 -0.6%
LWM
70
Lyell Wealth Management
California
$629K 25,295 – –
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$572K 23,019 +6,074 +36%
MAS
72
Madden Advisory Services
Florida
$561K 22,582 +2,182 +11%
C
73
Clearshares
New York
$552K 22,219 -117,817 -84%
FCIM
74
Fairview Capital Investment Management
California
$548K 22,050 – –
ACS
75
Archford Capital Strategies
Illinois
$540K 21,705 +6,619 +44%
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