iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
101 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 5 closing their positions.
206% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 17
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more capital invested
Capital invested by funds: $316M → $364M (+$48.6M)
9% more funds holding
Funds holding: 93 → 101 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.64M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.36M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.4M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$1.06M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$790K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$554K |
| 5 |
CIM
Corda Investment Management
Houston,
Texas
|
-$221K |
IBDL Hedge Fund Activity: Q2 2018 in Review
101 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q2 2018, worth a combined $364M — up 15% from $316M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDL positions and 5 closed out — a net gain of 9 holders — while 52 added to existing stakes and 17 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Matthew Goff Investment Advisor, cutting an estimated $1.4M.
- 101 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q2 2018, up from 93 in Q1 2018.
- Funds reported $364M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q2 2018, up 15% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q2 2018 and 5 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $12M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q2 2018 was Matthew Goff Investment Advisor, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2018.