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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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140 hedge funds and large institutions have $666M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 19

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

29% more capital invested

Capital invested by funds: $517M → $666M (+$150M)

15% more funds holding

Funds holding: 122 → 140 (+18)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
69
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
+$25.8M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.2M
3
RJA
Raymond James & Associates
Florida
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$11.1M
5
UBS Group
UBS Group
Switzerland
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
RFO
RiverGlades Family Offices
Florida
-$4.62M
2
NA
NewEdge Advisors
Louisiana
-$3.46M
3
AL
Aspiriant LLC
California
-$3.02M
4
LFS
Lutz Financial Services
Nebraska
-$2.56M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.66M +$267K +10,642 +19%
BII
52
Bainco International Investors
Massachusetts
$1.62M -$33.9K -1,350 -2%
AA
53
AlphaMark Advisors
Kentucky
$1.62M +$1.26K +50 +0.1%
ADL
54
Asset Dedication LLC
California
$1.56M +$1.49M +59,469 +2,423%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$1.37M +$681K +27,093 +100%
MA
56
MCF Advisors
Kentucky
$1.34M +$193K +7,673 +17%
Citadel Advisors
57
Citadel Advisors
Florida
$1.34M +$1.33M +53,053 New
CIA
58
Capital Investment Advisors
Georgia
$1.33M +$34.2K +1,359 +3%
TCCM
59
Timber Creek Capital Management
Massachusetts
$1.28M -$12.4K -493 -1%
ECM
60
Exchange Capital Management
Michigan
$1.27M +$42.5K +1,690 +3%
LFPWM
61
Leicht Financial Planning & Wealth Management
New Jersey
$1.25M +$1.25M +49,574 New
BPA
62
Beacon Pointe Advisors
California
$1.24M +$205K +8,168 +20%
BPWA
63
Beacon Pointe Wealth Advisors
California
$1.22M +$324K +12,882 +36%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$1.22M +$1.22M +48,380 New
FPS
65
Fieldpoint Private Securities
Connecticut
$1.18M – – –
COI
66
Capital One Investing
Virginia
$1.18M +$26.5K +1,053 +2%
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.15M +$143K +5,700 +14%
FFIC
68
First Fiduciary Investment Counsel
Ohio
$1.11M +$51.5K +2,050 +5%
SVWA
69
Sound View Wealth Advisors
Georgia
$1.1M +$253K +10,061 +30%
NG
70
Northstar Group
New York
$1.04M – – –
SSB
71
Sandy Spring Bank
Maryland
$987K +$228K +9,085 +30%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$952K +$21.8K +869 +2%
B
73
Bellecapital
Switzerland
$935K – – –
APA
74
American Portfolios Advisors
New York
$921K – – –
IAS
75
IMA Advisory Services
Colorado
$878K -$558K -22,192 -39%
1 2
3
4 5

IBDL Hedge Fund Activity: Q1 2019 in Review

140 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2019, worth a combined $666M — up 29% from $517M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDL positions and 12 closed out — a net gain of 19 holders — while 69 added to existing stakes and 19 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $25.8M. The largest seller was RiverGlades Family Offices, exiting entirely with an estimated $4.62M sold.

  • 140 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2019, up from 122 in Q4 2018.
  • Funds reported $666M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2019, up 29% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2019 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2019 was Relative Value Partners Group, an estimated $25.8M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2019 was RiverGlades Family Offices, an estimated $4.62M sold.

Based on aggregated 13F filings for Q1 2019.