IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Overview Fund Activity
Delisted

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

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140 hedge funds and large institutions have $666M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
69
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$25.9M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$13.3M
3
RJA
3
Raymond James & Associates
Florida
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$82.2M
5
UBS Group
5
UBS Group
Switzerland
$67.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.6M
2
TF
2
TLWM Financial
Texas
$8.34M
3
PAG
3
Private Advisor Group
New Jersey
$6.71M
4
RFO
4
RiverGlades Family Offices
Florida
$0
5
NA
5
NewEdge Advisors
Louisiana
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$6.79M +$854K +33,828 +14%
PAG
27
Private Advisor Group
New Jersey
$6.71M -$6.92M – –
UCFA
28
United Capital Financial Advisors
Texas
$6.45M +$433K +17,153 +7%
LFS
29
Lutz Financial Services
Nebraska
$6.15M -$2.57M -101,864 -29%
Stifel Financial
30
Stifel Financial
Missouri
$6.06M +$1.03M +40,606 +20%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.68M +$3.31K +131 +0.1%
DE
32
Day & Ennis
Georgia
$5.05M +$376K +14,883 +8%
NA
33
NewEdge Advisors
Louisiana
$4.39M -$3.47M -137,597 -44%
LIM
34
Leavell Investment Management
Alabama
$4.21M +$461K +18,250 +12%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$3.98M +$1.71M +67,702 +75%
Jane Street
36
Jane Street
New York
$3.87M +$3.87M +153,144 New
VCM
37
Vivaldi Capital Management
Illinois
$3.57M -$291K -11,535 -8%
FIM
38
Freedom Investment Management
Connecticut
$3.33M +$1.37M +54,372 +70%
AL
39
Aspiriant LLC
California
$3.12M -$3M -120,000 Closed
Mariner
40
Mariner
Kansas
$3.02M +$1.31M +51,868 +76%
KF
41
Krilogy Financial
Missouri
$2.54M +$2.54M +100,490 New
GPA
42
Guidance Point Advisors
Massachusetts
$2.48M +$810K +32,092 +48%
WI
43
WrapManager Inc
California
$2.35M +$507K +20,074 +27%
Wolverine Trading
44
Wolverine Trading
Illinois
$2.28M -$534K -21,138 -19%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.22M +$74.7K +2,962 +3%
EIA
46
Eldridge Investment Advisors
New Hampshire
$2.14M +$163K +6,450 +8%
LWM
47
Lyell Wealth Management
California
$2.12M +$24K +950 +1%
IWA
48
IBEX Wealth Advisors
New Jersey
$1.99M -$109K -4,302 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M +$263K +10,436 +18%
AWM
50
Alterna Wealth Management
Texas
$1.67M +$324K +12,852 +24%
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