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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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149 hedge funds and large institutions have $742M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

7% more funds holding

Funds holding: 139 → 149 (+10)

6% more capital invested

Capital invested by funds: $700M → $742M (+$42.1M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
61
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.17M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.28M
3
FIM
Freedom Investment Management
Connecticut
+$6.44M
4
ACA
Aptus Capital Advisors
Alabama
+$5.33M
5
UBS Group
UBS Group
Switzerland
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.04M
2
RVPG
Relative Value Partners Group
-$4.74M
3
Morgan Stanley
Morgan Stanley
New York
-$3.41M
4
Wells Fargo
Wells Fargo
California
-$2.74M
5
LFS
Lutz Financial Services
Nebraska
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
76
American Portfolios Advisors
New York
$981K +$35K +1,380 +4%
B
77
Bellecapital
Switzerland
$940K – – –
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$884K +$625K +24,686 +243%
IAS
79
IMA Advisory Services
Colorado
$857K -$54.5K -2,153 -6%
VCM
80
Vivaldi Capital Management
Illinois
$830K -$644K -25,431 -44%
PGAM
81
Princeton Global Asset Management
New Jersey
$815K +$465K +18,371 +133%
IC
82
InterOcean Capital
Illinois
$783K +$782K +30,874 New
DADC
83
D.A. Davidson & Co
Montana
$775K – – –
RWM
84
Ritholtz Wealth Management
New York
$770K +$127K +5,000 +20%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$721K +$253K +9,982 +54%
AG
86
Advisor Group
Arizona
$700K +$105K +4,143 +18%
ACS
87
Archford Capital Strategies
Illinois
$682K +$36.4K +1,437 +6%
QCM
88
Quest Capital Management
Texas
$642K +$160K +6,318 +33%
BWM
89
BerganKDV Wealth Management
Minnesota
$617K +$49.4K +1,950 +9%
W
90
WealthOne
New York
$599K +$253 +10 +0%
AFC
91
AFT Forsyth & Company
Florida
$596K – – –
HPC
92
HM Payson & Co
Maine
$595K – – –
FGAM
93
Financial Gravity Asset Management
Texas
$579K +$37.1K +1,464 +7%
TTWM
94
TCV Trust & Wealth Management
Virginia
$520K -$42.2K -1,665 -8%
BCM
95
Brookstone Capital Management
Illinois
$520K -$30.8K -1,216 -6%
MA
96
MONECO Advisors
Connecticut
$486K -$7.04K -278 -1%
PB
97
Pinnacle Bancorp
Nebraska
$480K +$2.2K +87 +0.5%
FTUS
98
Flow Traders U.S.
New York
$464K +$463K +18,279 New
CIA
99
Covington Investment Advisors
Pennsylvania
$450K – – –
CC
100
Courier Capital
New York
$442K +$76K +3,000 +21%
2 3
4
5 6

IBDL Hedge Fund Activity: Q3 2019 in Review

149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2019, worth a combined $742M — up 6% from $700M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDL positions and 12 closed out — a net gain of 10 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.17M. The largest seller was Bank of America, cutting an estimated $7.04M.

  • 149 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2019, up from 139 in Q2 2019.
  • Funds reported $742M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.17M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2019 was Bank of America, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2019.