iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
99 hedge funds and large institutions have $416M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 19 reducing their positions, and 12 closing their positions.
179% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 19
14% more capital invested
Capital invested by funds: $364M → $416M (+$51.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 101 → 99 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.61M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.23M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.06M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.18M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2M |
| 4 |
Morgan Stanley
New York
|
-$1.26M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.15M |
IBDL Hedge Fund Activity: Q3 2018 in Review
99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2018, worth a combined $416M — up 14% from $364M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IBDL and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 53 added.
The largest buyer was Bank of America, adding an estimated $3.98M. The largest seller was Envestnet Asset Management, cutting an estimated $6.06M.
- 99 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2018, down from 101 in Q2 2018.
- Funds reported $416M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2018, up 14% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2018 and 12 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2018 was Bank of America, an estimated $3.98M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $6.06M sold.
Based on aggregated 13F filings for Q3 2018.