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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166 hedge funds and large institutions have $836M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
29
Increased
78
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$24.4M
2
TF
2
TLWM Financial
Texas
$10.8M
3
MFG
3
Merit Financial Group
Georgia
$14.8M
4
Ameriprise
4
Ameriprise
Minnesota
$20.1M
5
US Bancorp
5
US Bancorp
Minnesota
$35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$11M
2
SWP
2
Stratos Wealth Partners
Ohio
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94K
4
FIM
4
Freedom Investment Management
Connecticut
$2.47M
5
Jane Street
5
Jane Street
New York
$379K
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
26
Tillar-Wenstrup Advisors
Ohio
$10.7M 423,434 +38,725 +10%
SWP
27
Stratos Wealth Partners
Ohio
– – – –
Stifel Financial
28
Stifel Financial
Missouri
$7.83M 309,279 +891 +0.3%
EWA
29
EP Wealth Advisors
California
$7.48M 295,511 +295,511 New
PAG
30
Private Advisor Group
New Jersey
$7.45M 294,608 -67,549 -19%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$5.78M 228,592 +39,785 +21%
LIM
32
Leavell Investment Management
Alabama
$5.47M 216,253 +26,700 +14%
NA
33
NewEdge Advisors
Louisiana
$5.46M 215,959 +16,548 +8%
UCFA
34
United Capital Financial Advisors
Texas
$5.35M 211,553 -32,621 -13%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.82M 190,538 -2,725 -1%
DE
36
Day & Ennis
Georgia
$4.77M 188,334 +7,886 +4%
ADL
37
Asset Dedication LLC
California
$4.29M 169,430 +40,190 +31%
NG
38
Northstar Group
New York
– – – –
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$3.44M 135,944 +34,876 +35%
Mariner
40
Mariner
Kansas
$3.38M 133,514 +13,375 +11%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$3.33M 131,613 +48,761 +59%
HFRG
42
Houlihan Financial Resource Group
Virginia
$3.1M 122,637 +122,637 New
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.08M 121,769 +23,438 +24%
LFS
44
Lutz Financial Services
Nebraska
$2.95M 116,696 -18,103 -13%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.82M 111,298 +14,348 +15%
LF
46
LifeSteps Financial
California
$2.68M 105,997 +105,997 New
GPA
47
Guidance Point Advisors
Massachusetts
$2.68M 105,997 +1,913 +2%
VVP
48
Venture Visionary Partners
Ohio
$2.64M 104,246 +104,246 New
LWM
49
Lyell Wealth Management
California
$2.6M 102,739 +5,500 +6%
FIM
50
Freedom Investment Management
Connecticut
$2.47M 97,581 -269,444 -73%
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