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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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139 hedge funds and large institutions have $700M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 24

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $666M → $700M (+$33.8M)

1% less funds holding

Funds holding: 140 → 139 (-1)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
11
Increased
71
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$7.82M
2
UBS Group
UBS Group
Switzerland
+$6.76M
3
RJA
Raymond James & Associates
Florida
+$3.01M
4
RVPG
Relative Value Partners Group
+$2.88M
5
Ameriprise
Ameriprise
Minnesota
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$6.79M
2
Bank of America
Bank of America
North Carolina
-$5.76M
3
Jane Street
Jane Street
New York
-$3.87M
4
VCM
Vivaldi Capital Management
Illinois
-$2.1M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
76
Ritholtz Wealth Management
New York
$642K – – –
HCM
77
Harvey Capital Management
Florida
$620K – – –
W
78
WealthOne
New York
$598K +$229K +9,086 +63%
AFC
79
AFT Forsyth & Company
Florida
$595K – – –
HPC
80
HM Payson & Co
Maine
$594K – – –
AG
81
Advisor Group
Arizona
$594K +$181K +7,186 +44%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$593K +$175K +6,923 +42%
BWM
83
BerganKDV Wealth Management
Minnesota
$567K – – –
TTWM
84
TCV Trust & Wealth Management
Virginia
$562K -$56.2K -2,225 -9%
BCM
85
Brookstone Capital Management
Illinois
$550K -$71.2K -2,823 -12%
FGAM
86
Financial Gravity Asset Management
Texas
$541K -$99.3K -3,935 -16%
MML Investors Services
87
MML Investors Services
Massachusetts
$524K -$1.7M -67,373 -77%
CWS
88
Cypress Wealth Services
California
$505K -$9.69K -384 -2%
MA
89
MONECO Advisors
Connecticut
$493K +$580 +23 +0.1%
QCM
90
Quest Capital Management
Texas
$481K – – –
PB
91
Pinnacle Bancorp
Nebraska
$477K +$2.3K +91 +0.5%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$467K +$240K +9,507 +107%
CIA
93
Covington Investment Advisors
Pennsylvania
$450K +$14.1K +560 +3%
B
94
Bridgeworth
Alabama
$442K – – –
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$435K +$417K +16,508 +2,540%
APSP
96
Asset Planning Services (Pennsylvania)
Pennsylvania
$406K +$505 +20 +0.1%
FPGK
97
Financial Partners Group (Kansas)
Kansas
$396K -$301K -11,937 -43%
CC
98
Courier Capital
New York
$366K – – –
CIC
99
Carnegie Investment Counsel
Ohio
$362K – – –
PGAM
100
Princeton Global Asset Management
New Jersey
$349K +$959 +38 +0.3%
2 3
4
5 6

IBDL Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q2 2019, worth a combined $700M — up 5.1% from $666M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDL positions and 8 closed out — a net gain of 3 holders — while 71 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.82M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $6.79M sold.

  • 139 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q2 2019, down from 140 in Q1 2019.
  • Funds reported $700M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q2 2019, up 5.1% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q2 2019 was Gradient Investments, an estimated $7.82M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $6.79M sold.

Based on aggregated 13F filings for Q2 2019.