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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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75 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $198M → $236M (+$38.1M)

19% more funds holding

Funds holding: 63 → 75 (+12)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
38
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.94M
2
FFA
Fragasso Financial Advisors
Pennsylvania
+$5.82M
3
BTS
BB&T Securities
Virginia
+$4.46M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Bank of America
Bank of America
North Carolina
+$3.62M

Top Sellers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
-$1.74M
2
Jane Street
Jane Street
New York
-$1.09M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.01M
4
TCM
Tradition Capital Management
New Jersey
-$730K
5
OMC
Old Mission Capital
Illinois
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Lyell Wealth Management
California
$1.67M +$203K +7,975 +14%
BII
27
Bainco International Investors
Massachusetts
$1.63M +$82.8K +3,255 +5%
MGIA
28
Matthew Goff Investment Advisor
Texas
$1.43M +$89K +3,501 +7%
OMC
29
Old Mission Capital
Illinois
$1.36M -$501K -19,715 -27%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.21M +$190K +7,464 +19%
RFC
31
Regions Financial Corp
Alabama
$1.2M – – –
CIA
32
Capital Investment Advisors
Georgia
$1.14M -$108K -4,230 -9%
FIM
33
Freedom Investment Management
Connecticut
$1.11M +$6.76K +266 +0.6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$961K -$1.01M -39,600 -51%
Mariner
35
Mariner
Kansas
$923K +$159K +6,266 +21%
GLA
36
Great Lakes Advisors
Illinois
$850K +$75.9K +2,984 +10%
IAS
37
IMA Advisory Services
Colorado
$806K +$7.55K +297 +0.9%
ECM
38
Exchange Capital Management
Michigan
$766K +$70.8K +2,785 +10%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$693K +$37.4K +1,470 +6%
KC
40
KHP Capital
Oklahoma
$655K +$658K +25,891 New
GI
41
Gradient Investments
Minnesota
$617K +$620K +24,391 New
AA
42
AlphaMark Advisors
Kentucky
$605K +$575K +22,610 +1,739%
SEIA
43
Signature Estate & Investment Advisors
California
$556K +$558K +21,950 New
TTWM
44
TCV Trust & Wealth Management
Virginia
$547K -$10.2K -400 -2%
IA
45
IFP Advisors
Florida
$540K +$39.4K +1,551 +8%
CWS
46
Cypress Wealth Services
California
$496K – – –
MIH
47
Madison Investment Holdings
Wisconsin
$369K +$131K +5,136 +54%
B
48
Bellecapital
Switzerland
$367K +$369K +14,500 New
Jane Street
49
Jane Street
New York
$360K -$1.09M -42,830 -75%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$347K +$349K +13,714 New
1
2
3 4

IBDL Hedge Fund Activity: Q4 2017 in Review

75 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2017, worth a combined $236M — up 19% from $198M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDL positions and 6 closed out — a net gain of 12 holders — while 38 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $5.94M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $1.74M sold.

  • 75 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $236M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2017 and 6 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2017 was UBS Group, an estimated $5.94M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2017 was IBEX Wealth Advisors, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2017.