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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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
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

1
RVPG
1
Relative Value Partners Group
$25.9M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$13.3M
3
RJA
3
Raymond James & Associates
Florida
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$82.2M
5
UBS Group
5
UBS Group
Switzerland
$67.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.6M
2
TF
2
TLWM Financial
Texas
$8.34M
3
PAG
3
Private Advisor Group
New Jersey
$6.71M
4
RFO
4
RiverGlades Family Offices
Florida
$0
5
NA
5
NewEdge Advisors
Louisiana
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
JLBC
76
J.L. Bainbridge & Co
Florida
$858K +$858K +34,073 New
DADC
77
D.A. Davidson & Co
Montana
$725K +$404K +16,000 +126%
FPGK
78
Financial Partners Group (Kansas)
Kansas
$696K +$344K +13,616 +98%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$668K +$668K +26,462 New
RWM
80
Ritholtz Wealth Management
New York
$640K +$117K +4,645 +22%
FGAM
81
Financial Gravity Asset Management
Texas
$637K +$637K +25,290 New
BCM
82
Brookstone Capital Management
Illinois
$619K -$716K -28,360 -54%
HCM
83
Harvey Capital Management
Florida
$618K +$618K +24,500 New
TTWM
84
TCV Trust & Wealth Management
Virginia
$616K -$55.5K -2,200 -8%
AFC
85
AFT Forsyth & Company
Florida
$593K – – –
HPC
86
HM Payson & Co
Maine
$592K +$592K +23,450 New
BWM
87
BerganKDV Wealth Management
Minnesota
$564K +$46.8K +1,855 +9%
ACS
88
Archford Capital Strategies
Illinois
$546K +$118K +4,662 +27%
CWS
89
Cypress Wealth Services
California
$513K -$32.2K -1,274 -6%
PWS
90
Peloton Wealth Strategists
Indiana
$497K +$497K +19,700 New
MA
91
MONECO Advisors
Connecticut
$490K +$215K +8,511 +78%
QCM
92
Quest Capital Management
Texas
$479K +$479K +18,979 New
AIA
93
Arcadia Investment Advisors
Idaho
$475K +$198K +7,846 +72%
PB
94
Pinnacle Bancorp
Nebraska
$473K +$1.54K +61 +0.3%
B
95
Bridgeworth
Alabama
$440K +$440K +17,447 New
CIA
96
Covington Investment Advisors
Pennsylvania
$434K +$96K +3,800 +28%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$416K +$416K +16,477 New
AG
98
Advisor Group
Arizona
$411K +$114K +4,501 +38%
APSP
99
Asset Planning Services (Pennsylvania)
Pennsylvania
$404K +$404K +16,008 New
WGCA
100
Wolf Group Capital Advisors
Virginia
$381K -$377K – –
2 3
4
5 6