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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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93 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 9

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more capital invested

Capital invested by funds: $236M → $316M (+$79.8M)

24% more funds holding

Funds holding: 75 → 93 (+18)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.18M
2
Wells Fargo
Wells Fargo
California
+$8.43M
3
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.34M
4
Morgan Stanley
Morgan Stanley
New York
+$6.76M
5
Bank of America
Bank of America
North Carolina
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$1.22M
2
RFC
Regions Financial Corp
Alabama
-$1.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$961K
4
OMC
Old Mission Capital
Illinois
-$800K
5
SEIA
Signature Estate & Investment Advisors
California
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.43M +$402K +15,983 +20%
LWM
27
Lyell Wealth Management
California
$2.13M +$469K +18,650 +28%
IWA
28
IBEX Wealth Advisors
New Jersey
$1.95M +$1.96M +77,932 New
MGIA
29
Matthew Goff Investment Advisor
Texas
$1.79M +$377K +14,978 +26%
BII
30
Bainco International Investors
Massachusetts
$1.73M +$104K +4,140 +6%
AA
31
AlphaMark Advisors
Kentucky
$1.72M +$1.13M +44,736 +187%
BCM
32
Brookstone Capital Management
Illinois
$1.59M -$142K -5,624 -8%
TCCM
33
Timber Creek Capital Management
Massachusetts
$1.5M -$449K -17,843 -23%
LWM
34
Lenox Wealth Management
Ohio
$1.45M -$229K -9,084 -14%
Mariner
35
Mariner
Kansas
$1.21M +$297K +11,803 +32%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.19M -$8.76K -348 -0.7%
FIM
37
Freedom Investment Management
Connecticut
$1.13M +$38.1K +1,513 +3%
MHS
38
M Holdings Securities
Oregon
$1.13M +$1.13M +44,979 New
CIA
39
Capital Investment Advisors
Georgia
$1.1M -$29.8K -1,185 -3%
GI
40
Gradient Investments
Minnesota
$1.08M +$472K +18,771 +77%
Prudential Financial
41
Prudential Financial
New Jersey
$1.06M +$1.06M +42,202 New
ECM
42
Exchange Capital Management
Michigan
$900K +$142K +5,640 +19%
GLA
43
Great Lakes Advisors
Illinois
$871K +$28.6K +1,135 +3%
APA
44
American Portfolios Advisors
New York
$870K +$873K +34,705 New
FFIC
45
First Fiduciary Investment Counsel
Ohio
$868K +$667K +26,505 +326%
IAS
46
IMA Advisory Services
Colorado
$827K +$28.6K +1,136 +4%
KC
47
KHP Capital
Oklahoma
$741K +$92.6K +3,679 +14%
PTCG
48
Pring Turner Capital Group
California
$687K +$689K +27,400 New
PWM
49
Paulson Wealth Management
Illinois
$645K +$641K +25,482 +9,801%
AFC
50
AFT Forsyth & Company
Florida
$589K +$591K +23,500 New
1
2
3 4 5

IBDL Hedge Fund Activity: Q1 2018 in Review

93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2018, worth a combined $316M — up 34% from $236M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDL positions and 7 closed out — a net gain of 18 holders — while 42 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $9.18M. The largest seller was Corda Investment Management, cutting an estimated $1.22M.

  • 93 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2018, up from 75 in Q4 2017.
  • Funds reported $316M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2018, up 34% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2018 and 7 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2018 was UBS Group, an estimated $9.18M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2018 was Corda Investment Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2018.