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IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Delisted

IBDL was delisted on the 15th of December, 2020.

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54 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $114M → $145M (+$30.5M)

17% more funds holding

Funds holding: 46 → 54 (+8)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
29
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$5.31M
2
Wells Fargo
Wells Fargo
California
+$5.24M
3
US Bancorp
US Bancorp
Minnesota
+$3.5M
4
Morgan Stanley
Morgan Stanley
New York
+$1.89M
5
BII
Bainco International Investors
Massachusetts
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$2.22M
2
IWA
IBEX Wealth Advisors
New Jersey
-$1.41M
3
BCM
Brookstone Capital Management
Illinois
-$372K
4
DE
Day & Ennis
Georgia
-$159K
5
AG
Advisor Group
Arizona
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$818K +$174K +6,884 +27%
RJA
27
Raymond James & Associates
Florida
$798K +$795K +31,382 New
IA
28
IFP Advisors
Florida
$716K +$104K +4,084 +17%
TTWM
29
TCV Trust & Wealth Management
Virginia
$676K -$6.97K -275 -1%
SWP
30
Stratos Wealth Partners
Ohio
$641K +$360K +14,200 +129%
VKH
31
Virtu KCG Holdings
New York
$633K -$2.22M -87,552 -78%
Jane Street
32
Jane Street
New York
$609K +$607K +23,960 New
GLA
33
Great Lakes Advisors
Illinois
$595K +$183K +7,216 +45%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$594K +$275K +10,837 +87%
SFS
35
Sowell Financial Services
Arkansas
$433K -$101K -3,998 -19%
IWMPD
36
Integrated Wealth Management (Palm Desert)
California
$384K +$54.3K +2,142 +17%
IAS
37
IMA Advisory Services
Colorado
$361K +$360K +14,189 New
Mariner
38
Mariner
Kansas
$360K +$99.1K +3,909 +38%
FFEC
39
First Financial Equity Corporation
Arizona
$276K – – –
WGCA
40
Wolf Group Capital Advisors
Virginia
$271K – – –
AA
41
Ancora Advisors
Ohio
$254K +$253K +10,000 New
RBC
42
Roble Belko & Company
Pennsylvania
$251K +$251K +9,884 New
Citadel Advisors
43
Citadel Advisors
Florida
$232K +$232K +9,143 New
CCT
44
Country Club Trust
Missouri
$216K +$216K +8,520 New
GT
45
Glenview Trust
Kentucky
$200K +$200K +7,883 New
VNA
46
Valley National Advisers
Pennsylvania
$137K – – –
NFG
47
Next Financial Group
Texas
$84K – – –
PCP
48
Proficio Capital Partners
Massachusetts
$77K +$16.7K +660 +28%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K -$2.61K -103 -4%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$43K – – –
1
2
3

IBDL Hedge Fund Activity: Q1 2017 in Review

54 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2017, worth a combined $145M — up 27% from $114M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDL positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 8 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $5.31M. The largest seller was Virtu KCG Holdings, cutting an estimated $2.22M.

  • 54 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2017, up from 46 in Q4 2016.
  • Funds reported $145M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2017, up 27% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2017 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2017 was BB&T Securities, an estimated $5.31M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2017.