We are live on ! Find out more
IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Delisted

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

Back to rankings

122 hedge funds and large institutions have $517M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

24% more capital invested

Capital invested by funds: $416M → $517M (+$101M)

23% more funds holding

Funds holding: 99 → 122 (+23)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
52
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.5M
2
UBS Group
UBS Group
Switzerland
+$16.2M
3
GI
Gradient Investments
Minnesota
+$10.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.08M
5
RJA
Raymond James & Associates
Florida
+$8.25M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$2.61M
2
LFS
Lutz Financial Services
Nebraska
-$1.48M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$992K
4
MFG
Merit Financial Group
Georgia
-$939K
5
MIH
Madison Investment Holdings
Wisconsin
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.06M +$791K +31,680 +19%
Stifel Financial
27
Stifel Financial
Missouri
$4.98M +$611K +24,459 +14%
Ameriprise
28
Ameriprise
Minnesota
$4.65M +$1.31M +52,317 +39%
DE
29
Day & Ennis
Georgia
$4.62M +$284K +11,373 +7%
RFO
30
RiverGlades Family Offices
Florida
$4.62M +$4.62M +185,065 New
VCM
31
Vivaldi Capital Management
Illinois
$3.82M +$3.82M +152,859 New
LIM
32
Leavell Investment Management
Alabama
$3.71M +$649K +26,000 +21%
AL
33
Aspiriant LLC
California
$3M – – –
Wolverine Trading
34
Wolverine Trading
Illinois
$2.78M +$1.22M +48,810 +78%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$2.48M – – –
MGIA
36
Matthew Goff Investment Advisor
Texas
$2.46M +$48.1K +1,925 +2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$2.25M +$2.2M +88,124 +4,316%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.13M +$2.12M +85,090 New
IWA
39
IBEX Wealth Advisors
New Jersey
$2.08M +$5.37K +215 +0.3%
LWM
40
Lyell Wealth Management
California
$2.07M -$25K -1,000 -1%
EIA
41
Eldridge Investment Advisors
New Hampshire
$1.96M +$1.96M +78,389 New
FIM
42
Freedom Investment Management
Connecticut
$1.94M +$739K +29,591 +62%
WI
43
WrapManager Inc
California
$1.82M -$190K -7,595 -9%
GPA
44
Guidance Point Advisors
Massachusetts
$1.75M +$1.65M +66,200 New
Mariner
45
Mariner
Kansas
$1.7M +$86.9K +3,480 +5%
BII
46
Bainco International Investors
Massachusetts
$1.64M -$113K -4,541 -6%
AA
47
AlphaMark Advisors
Kentucky
$1.6M +$21.9K +878 +1%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M +$965K +38,666 +202%
IAS
49
IMA Advisory Services
Colorado
$1.42M +$332K +13,314 +30%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.38M +$185K +7,425 +16%
1
2
3 4 5

IBDL Hedge Fund Activity: Q4 2018 in Review

122 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2018, worth a combined $517M — up 24% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBDL positions and 11 closed out — a net gain of 25 holders — while 52 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.61M.

  • 122 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2018, up from 99 in Q3 2018.
  • Funds reported $517M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2018, up 24% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2018 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2018 was Bank of America, an estimated $18.5M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2018.