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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160 hedge funds and large institutions have $582M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
160
Holders Change
-6
Holders Change %
-3.61%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
18
Increased
40
Reduced
67
Closed
21
Calls
–
Puts
$847K
Net Calls
-$847K
Net Calls Change
-$847K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$25.7M
2
TF
2
TLWM Financial
Texas
$10.2M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$9.12M
4
Bank of America
4
Bank of America
North Carolina
$75.4M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$2.02M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.95M
2
UBS Group
2
UBS Group
Switzerland
$25.7M
3
SWP
3
Stratos Wealth Partners
Ohio
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$11.9M
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
MCF Advisors
Kentucky
$4.92M 194,996 -3,030 -2%
RW
27
RVW Wealth
California
$4.82M 191,106 -22,809 -11%
Osaic Holdings
28
Osaic Holdings
Arizona
$4.79M 189,842 +4,598 +2%
SIC
29
Sigma Investment Counselors
Michigan
$4.49M 178,131 -276,643 -61%
PAG
30
Private Advisor Group
New Jersey
– – -228,358 Closed
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.34M 171,982 +11,321 +7%
BPA
32
Beacon Pointe Advisors
California
$4.27M 169,073 -8,037 -5%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.1M 162,643 +1,423 +0.9%
DE
34
Day & Ennis
Georgia
$3.8M 150,501 -844 -0.6%
CM
35
Cornerstone Management
Georgia
$3.71M 147,000 – –
UCFA
36
United Capital Financial Advisors
Texas
$3.64M 144,257 -32,709 -18%
NG
37
Northstar Group
New York
– – – –
Mariner
38
Mariner
Kansas
$3.48M 137,789 -3,051 -2%
HFRG
39
Houlihan Financial Resource Group
Virginia
$3.03M 120,506 +120,506 New
Jane Street
40
Jane Street
New York
$2.95M 116,798 -676,381 -85%
HighTower Advisors
41
HighTower Advisors
Illinois
– – – –
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.78M 110,289 +5,836 +6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.6M 102,951 +858 +0.8%
LWM
44
Lyell Wealth Management
California
$2.36M 93,389 -5,100 -5%
ADL
45
Asset Dedication LLC
California
$2.35M 93,222 +16,637 +22%
FIM
46
Freedom Investment Management
Connecticut
$2.23M 88,518 -270,832 -75%
ACS
47
Archford Capital Strategies
Illinois
$2.17M 85,833 +9,528 +12%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.16M 85,717 -95,302 -53%
NB
49
Northwest Bancshares
Pennsylvania
$2.16M 85,466 -8,544 -9%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$2.02M 79,921 +79,921 New
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