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IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

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

263% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 19

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

29% more capital invested

Capital invested by funds: $517M → $666M (+$150M)

15% more funds holding

Funds holding: 122 → 140 (+18)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

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

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
+$25.8M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.2M
3
RJA
Raymond James & Associates
Florida
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$11.1M
5
UBS Group
UBS Group
Switzerland
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
RFO
RiverGlades Family Offices
Florida
-$4.62M
2
NA
NewEdge Advisors
Louisiana
-$3.46M
3
AL
Aspiriant LLC
California
-$3.02M
4
LFS
Lutz Financial Services
Nebraska
-$2.56M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
76
J.L. Bainbridge & Co
Florida
$858K +$856K +34,073 New
DADC
77
D.A. Davidson & Co
Montana
$725K +$402K +16,000 +126%
FPGK
78
Financial Partners Group (Kansas)
Kansas
$696K +$342K +13,616 +98%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$668K +$665K +26,462 New
RWM
80
Ritholtz Wealth Management
New York
$640K +$117K +4,645 +22%
FGAM
81
Financial Gravity Asset Management
Texas
$637K +$636K +25,290 New
BCM
82
Brookstone Capital Management
Illinois
$619K -$713K -28,360 -54%
HCM
83
Harvey Capital Management
Florida
$618K +$616K +24,500 New
TTWM
84
TCV Trust & Wealth Management
Virginia
$616K -$55.3K -2,200 -8%
AFC
85
AFT Forsyth & Company
Florida
$593K – – –
HPC
86
HM Payson & Co
Maine
$592K +$589K +23,450 New
BWM
87
BerganKDV Wealth Management
Minnesota
$564K +$46.6K +1,855 +9%
ACS
88
Archford Capital Strategies
Illinois
$546K +$117K +4,662 +27%
CWS
89
Cypress Wealth Services
California
$513K -$32K -1,274 -6%
PWS
90
Peloton Wealth Strategists
Indiana
$497K +$495K +19,700 New
MA
91
MONECO Advisors
Connecticut
$490K +$214K +8,511 +78%
QCM
92
Quest Capital Management
Texas
$479K +$477K +18,979 New
AIA
93
Arcadia Investment Advisors
Idaho
$475K +$197K +7,846 +72%
PB
94
Pinnacle Bancorp
Nebraska
$473K +$1.53K +61 +0.3%
B
95
Bridgeworth
Alabama
$440K +$439K +17,447 New
CIA
96
Covington Investment Advisors
Pennsylvania
$434K +$95.5K +3,800 +28%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$416K +$414K +16,477 New
AG
98
Advisor Group
Arizona
$411K +$113K +4,501 +38%
APSP
99
Asset Planning Services (Pennsylvania)
Pennsylvania
$404K +$402K +16,008 New
WGCA
100
Wolf Group Capital Advisors
Virginia
$381K – – –
2 3
4
5 6

IBDL Hedge Fund Activity: Q1 2019 in Review

140 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2019, worth a combined $666M — up 29% from $517M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDL positions and 12 closed out — a net gain of 19 holders — while 69 added to existing stakes and 19 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $25.8M. The largest seller was RiverGlades Family Offices, exiting entirely with an estimated $4.62M sold.

  • 140 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2019, up from 122 in Q4 2018.
  • Funds reported $666M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2019, up 29% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2019 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2019 was Relative Value Partners Group, an estimated $25.8M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2019 was RiverGlades Family Offices, an estimated $4.62M sold.

Based on aggregated 13F filings for Q1 2019.