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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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149 hedge funds and large institutions have $742M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

7% more funds holding

Funds holding: 139 → 149 (+10)

6% more capital invested

Capital invested by funds: $700M → $742M (+$42.1M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
61
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.17M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.28M
3
FIM
Freedom Investment Management
Connecticut
+$6.44M
4
ACA
Aptus Capital Advisors
Alabama
+$5.33M
5
UBS Group
UBS Group
Switzerland
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.04M
2
RVPG
Relative Value Partners Group
-$4.74M
3
Morgan Stanley
Morgan Stanley
New York
-$3.41M
4
Wells Fargo
Wells Fargo
California
-$2.74M
5
LFS
Lutz Financial Services
Nebraska
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$9.31M +$6.44M +254,119 +225%
PAG
27
Private Advisor Group
New Jersey
$9.18M +$9.17M +362,157 New
SWP
28
Stratos Wealth Partners
Ohio
$8.57M – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$8.3M +$8.28M +327,049 New
Stifel Financial
30
Stifel Financial
Missouri
$7.83M +$1.29M +51,126 +20%
UCFA
31
United Capital Financial Advisors
Texas
$6.2M -$427K -16,844 -6%
NA
32
NewEdge Advisors
Louisiana
$5.06M +$331K +13,079 +7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.9M +$135K +5,341 +3%
LIM
34
Leavell Investment Management
Alabama
$4.81M +$408K +16,100 +9%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$4.79M +$246K +9,707 +5%
DE
36
Day & Ennis
Georgia
$4.58M -$494K -19,512 -10%
MFG
37
Merit Financial Group
Georgia
$4.13M +$4.13M +162,883 New
Jane Street
38
Jane Street
New York
$4.09M +$4.08M +161,208 New
LFS
39
Lutz Financial Services
Nebraska
$3.42M -$1.82M -71,755 -35%
ADL
40
Asset Dedication LLC
California
$3.27M +$367K +14,485 +13%
AL
41
Aspiriant LLC
California
$3.13M – – –
Mariner
42
Mariner
Kansas
$3.05M -$136K -5,357 -4%
KF
43
Krilogy Financial
Missouri
$3.03M +$177K +6,997 +6%
GPA
44
Guidance Point Advisors
Massachusetts
$2.64M +$135K +5,324 +5%
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$2.56M +$192K +7,572 +8%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M +$232K +9,168 +10%
LWM
47
Lyell Wealth Management
California
$2.47M +$291K +11,475 +13%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.46M +$555K +21,899 +29%
WI
49
WrapManager Inc
California
$2.17M -$244K -9,626 -10%
OMC
50
Old Mission Capital
Illinois
$2.13M +$1.24M +48,799 +139%
1
2
3 4 5

IBDL Hedge Fund Activity: Q3 2019 in Review

149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2019, worth a combined $742M — up 6% from $700M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDL positions and 12 closed out — a net gain of 10 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.17M. The largest seller was Bank of America, cutting an estimated $7.04M.

  • 149 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2019, up from 139 in Q2 2019.
  • Funds reported $742M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.17M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2019 was Bank of America, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2019.