IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Overview Fund Activity
Delisted

IBDL was delisted on the 15th of December, 2020.

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122 hedge funds and large institutions have $517M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
52
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$70.3M
2
UBS Group
UBS Group
Switzerland
$56.1M
3
GI
Gradient Investments
Minnesota
$10.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14M
5
RJA
Raymond James & Associates
Florida
$12.7M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$10.1M
2
TF
TLWM Financial
Texas
$7.94M
3
PAG
Private Advisor Group
New Jersey
$6.92M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$2.48M
5
UCFA
United Capital Financial Advisors
Texas
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
BerganKDV Wealth Management
Minnesota
$512K -$624 -25 -0.1%
SB
77
Suntrust Banks
Georgia
$480K +$480K +18,857 New
PB
78
Pinnacle Bancorp
Nebraska
$466K +$466K +18,673 New
B
79
Bridgeworth
Alabama
$438K -$438K – –
ACS
80
Archford Capital Strategies
Illinois
$424K +$55.8K +2,232 +15%
GVAG
81
Great Valley Advisor Group
Delaware
$388K +$388K +15,850 New
WGCA
82
Wolf Group Capital Advisors
Virginia
$377K -$378K – –
AA
83
Ancora Advisors
Ohio
$375K +$125K +5,000 +50%
CC
84
Courier Capital
New York
$361K – – –
CIC
85
Carnegie Investment Counsel
Ohio
$356K +$356K +14,267 New
FPGK
86
Financial Partners Group (Kansas)
Kansas
$349K +$349K +13,952 New
CTC
87
Central Trust Company
Missouri
$337K – – –
CIA
88
Covington Investment Advisors
Pennsylvania
$334K +$334K +13,385 New
SC
89
Scotia Capital
Ontario, Canada
$332K +$332K +13,298 New
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$331K +$331K +4,010 New
APP
91
Avantax Planning Partners
Iowa
$321K – – –
DADC
92
D.A. Davidson & Co
Montana
$318K – – –
PGAM
93
Princeton Global Asset Management
New Jersey
$310K +$310K +12,420 New
AG
94
Advisor Group
Arizona
$294K +$144K +5,740 +96%
AIA
95
Arcadia Investment Advisors
Idaho
$274K +$215K +8,602 +365%
MA
96
MONECO Advisors
Connecticut
$273K +$273K +10,914 New
CCT
97
Country Club Trust
Missouri
$271K +$26.2K +1,050 +11%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$269K +$39K +1,564 +17%
CBU
99
CIBC Bank USA
Illinois
$262K +$262K +10,488 New
SMC
100
Smith, Moore & Co
Missouri
$260K +$2K +80 +0.8%
2 3
4
5 6