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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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63 hedge funds and large institutions have $198M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $185M → $198M (+$12.3M)

2% more funds holding

Funds holding: 62 → 63 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
29
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFA
Fragasso Financial Advisors
Pennsylvania
+$9.45M
2
Bank of America
Bank of America
North Carolina
+$3.07M
3
Morgan Stanley
Morgan Stanley
New York
+$2.48M
4
BTS
BB&T Securities
Virginia
+$1.99M
5
CIM
Corda Investment Management
Texas
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12M
2
GWA
Guidant Wealth Advisors
Illinois
-$6.45M
3
TC
Trust Company
Kansas
-$4.3M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.58M
5
Wolverine Trading
Wolverine Trading
Illinois
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
26
Bainco International Investors
Massachusetts
$1.57M -$62.5K -2,444 -4%
LWM
27
Lenox Wealth Management
Ohio
$1.52M +$297K +11,634 +24%
LWM
28
Lyell Wealth Management
California
$1.49M +$1.49M +58,162 New
Jane Street
29
Jane Street
New York
$1.46M +$462K +18,085 +46%
MGIA
30
Matthew Goff Investment Advisor
Texas
$1.36M +$1.36M +53,046 New
CIA
31
Capital Investment Advisors
Georgia
$1.26M -$171K -6,707 -12%
RFC
32
Regions Financial Corp
Alabama
$1.21M +$1.21M +47,300 New
TCCM
33
Timber Creek Capital Management
Massachusetts
$1.14M -$9.15K -358 -0.8%
FIM
34
Freedom Investment Management
Connecticut
$1.11M +$1.11M +43,473 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.03M +$57.4K +2,247 +6%
IAS
36
IMA Advisory Services
Colorado
$806K +$193K +7,555 +32%
GLA
37
Great Lakes Advisors
Illinois
$782K +$18.4K +719 +2%
Mariner
38
Mariner
Kansas
$772K +$434K +16,994 +128%
TCM
39
Tradition Capital Management
New Jersey
$730K -$329K -12,869 -31%
ECM
40
Exchange Capital Management
Michigan
$702K +$660K +25,837 +1,572%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$662K +$126K +4,923 +23%
TTWM
42
TCV Trust & Wealth Management
Virginia
$563K -$76.4K -2,990 -12%
IA
43
IFP Advisors
Florida
$506K +$89.6K +3,507 +22%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$407K -$118K -4,601 -22%
SFS
45
Sowell Financial Services
Arkansas
$396K -$14.5K -566 -4%
WGCA
46
Wolf Group Capital Advisors
Virginia
$272K -$272K -10,654 Closed
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$266K -$100K -3,923 -27%
AA
48
Ancora Advisors
Ohio
$256K – – –
RBC
49
Roble Belko & Company
Pennsylvania
$253K – – –
MIH
50
Madison Investment Holdings
Wisconsin
$241K +$241K +9,438 New
1
2
3

IBDL Hedge Fund Activity: Q3 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2017, worth a combined $198M — up 6.7% from $185M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDL positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $9.45M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $12M sold.

  • 63 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2017, up from 62 in Q2 2017.
  • Funds reported $198M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2017 and 9 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2017 was Fragasso Financial Advisors, an estimated $9.45M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2017 was Envestnet Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2017.