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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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93 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 9

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more capital invested

Capital invested by funds: $236M → $316M (+$79.8M)

24% more funds holding

Funds holding: 75 → 93 (+18)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.18M
2
Wells Fargo
Wells Fargo
California
+$8.43M
3
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.34M
4
Morgan Stanley
Morgan Stanley
New York
+$6.76M
5
Bank of America
Bank of America
North Carolina
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$1.22M
2
RFC
Regions Financial Corp
Alabama
-$1.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$961K
4
OMC
Old Mission Capital
Illinois
-$800K
5
SEIA
Signature Estate & Investment Advisors
California
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
51
TCV Trust & Wealth Management
Virginia
$572K +$29.7K +1,180 +5%
MA
52
MCF Advisors
Kentucky
$558K +$541K +21,492 +2,813%
OMC
53
Old Mission Capital
Illinois
$554K -$800K -31,794 -59%
MIH
54
Madison Investment Holdings
Wisconsin
$548K +$183K +7,282 +50%
IA
55
IFP Advisors
Florida
$540K – – –
CWS
56
Cypress Wealth Services
California
$492K +$494K +19,615 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$431K -$255K -10,142 -37%
B
58
Bridgeworth
Alabama
$419K – – –
WI
59
WrapManager Inc
California
$419K +$420K +16,694 New
B
60
Bellecapital
Switzerland
$416K +$52.3K +2,080 +14%
WGCA
61
Wolf Group Capital Advisors
Virginia
$391K -$243K -9,654 Closed
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$344K – – –
CC
63
Courier Capital
New York
$312K +$313K +12,440 New
BWM
64
BerganKDV Wealth Management
Minnesota
$307K +$308K +12,245 New
CCT
65
Country Club Trust
Missouri
$305K +$306K +12,173 New
Wolverine Trading
66
Wolverine Trading
Illinois
$305K +$306K +12,180 New
APP
67
Avantax Planning Partners
Iowa
$257K +$258K +10,246 New
BC
68
Burney Company
Virginia
$255K – – –
VFA
69
Valeo Financial Advisors
Indiana
$255K +$137K +5,432 +115%
AA
70
Ancora Advisors
Ohio
$251K – – –
RBC
71
Roble Belko & Company
Pennsylvania
$248K – – –
PA
72
Probity Advisors
Texas
$244K -$245K -9,734 Closed
MMHP
73
Murphy Middleton Hinkle & Parker
Georgia
$230K – – –
SMC
74
Smith, Moore & Co
Missouri
$221K +$222K +8,819 New
AWM
75
Altium Wealth Management
New York
$220K – – –
1 2
3
4 5

IBDL Hedge Fund Activity: Q1 2018 in Review

93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2018, worth a combined $316M — up 34% from $236M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDL positions and 7 closed out — a net gain of 18 holders — while 42 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $9.18M. The largest seller was Corda Investment Management, cutting an estimated $1.22M.

  • 93 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2018, up from 75 in Q4 2017.
  • Funds reported $316M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2018, up 34% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2018 and 7 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2018 was UBS Group, an estimated $9.18M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2018 was Corda Investment Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2018.