iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
149 hedge funds and large institutions have $742M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
74% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 35
7% more funds holding
Funds holding: 139 → 149 (+10)
6% more capital invested
Capital invested by funds: $700M → $742M (+$42.1M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.17M |
| 2 |
JP Morgan Chase
New York
|
+$8.28M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$6.44M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.04M |
| 2 |
RVPG
Relative Value Partners Group
|
-$4.74M |
| 3 |
Morgan Stanley
New York
|
-$3.41M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.74M |
| 5 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$1.82M |
IBDL Hedge Fund Activity: Q3 2019 in Review
149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2019, worth a combined $742M — up 6% from $700M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBDL positions and 12 closed out — a net gain of 10 holders — while 61 added to existing stakes and 35 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.17M. The largest seller was Bank of America, cutting an estimated $7.04M.
- 149 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2019, up from 139 in Q2 2019.
- Funds reported $742M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2019, up 6% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.17M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2019 was Bank of America, an estimated $7.04M sold.
Based on aggregated 13F filings for Q3 2019.