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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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75 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $198M → $236M (+$38.1M)

19% more funds holding

Funds holding: 63 → 75 (+12)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
38
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.94M
2
FFA
Fragasso Financial Advisors
Pennsylvania
+$5.82M
3
BTS
BB&T Securities
Virginia
+$4.46M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Bank of America
Bank of America
North Carolina
+$3.62M

Top Sellers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
-$1.74M
2
Jane Street
Jane Street
New York
-$1.09M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.01M
4
TCM
Tradition Capital Management
New Jersey
-$730K
5
OMC
Old Mission Capital
Illinois
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$271K – – –
BC
52
Burney Company
Virginia
$257K +$43.6K +1,715 +20%
AA
53
Ancora Advisors
Ohio
$253K – – –
RBC
54
Roble Belko & Company
Pennsylvania
$250K – – –
PA
55
Probity Advisors
Texas
$246K +$247K +9,734 New
WGCA
56
Wolf Group Capital Advisors
Virginia
$244K +$245K +9,654 New
MMHP
57
Murphy Middleton Hinkle & Parker
Georgia
$232K +$233K +9,157 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$225K -$38.3K -1,506 -14%
AWM
59
Altium Wealth Management
New York
$222K – – –
FFIC
60
First Fiduciary Investment Counsel
Ohio
$205K +$207K +8,130 New
GP
61
Geneva Partners
Wisconsin
$203K +$203K +8,001 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$145K +$31.8K +1,250 +28%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140K +$46.3K +1,822 +49%
VNA
64
Valley National Advisers
Pennsylvania
$136K – – –
PG
65
Patten Group
Tennessee
$119K – – –
VFA
66
Valeo Financial Advisors
Indiana
$119K +$11.5K +451 +11%
CTC
67
Central Trust Company
Missouri
$103K +$104K +4,075 New
AG
68
Advisor Group
Arizona
$87K – – –
PCP
69
Proficio Capital Partners
Massachusetts
$77K – – –
FGC
70
Financial Gravity Companies
Texas
$73K +$73.5K +2,890 New
IWM
71
IHT Wealth Management
Illinois
$49K +$49.2K +1,937 New
AF
72
Advisornet Financial
Minnesota
$48K +$48.7K +1,915 New
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
FAAS
74
First Allied Advisory Services
California
$30K – – –
MA
75
MCF Advisors
Kentucky
$19K – – –
1 2
3
4

IBDL Hedge Fund Activity: Q4 2017 in Review

75 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2017, worth a combined $236M — up 19% from $198M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDL positions and 6 closed out — a net gain of 12 holders — while 38 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $5.94M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $1.74M sold.

  • 75 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $236M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2017 and 6 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2017 was UBS Group, an estimated $5.94M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2017 was IBEX Wealth Advisors, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2017.