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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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166 hedge funds and large institutions have $836M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

13% more capital invested

Capital invested by funds: $742M → $836M (+$93.5M)

11% more funds holding

Funds holding: 149 → 166 (+17)

Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
29
Increased
78
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$24.4M
2
TF
TLWM Financial
Texas
+$10.8M
3
MFG
Merit Financial Group
Georgia
+$10.7M
4
Ameriprise
Ameriprise
Minnesota
+$7.88M
5
US Bancorp
US Bancorp
Minnesota
+$7.73M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.19M
2
FIM
Freedom Investment Management
Connecticut
-$6.82M
3
Jane Street
Jane Street
New York
-$3.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.42M
5
WI
WrapManager Inc
California
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
76
Bainco International Investors
Massachusetts
$1.17M -$290K -11,441 -20%
ECM
77
Exchange Capital Management
Michigan
$1.1M -$259K -10,215 -19%
APA
78
American Portfolios Advisors
New York
$1.06M +$83.5K +3,300 +9%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1M +$284K +11,236 +40%
B
80
Bellecapital
Switzerland
$938K – – –
IAS
81
IMA Advisory Services
Colorado
$889K +$34.2K +1,350 +4%
ACS
82
Archford Capital Strategies
Illinois
$887K +$207K +8,173 +30%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$886K +$4.53K +179 +0.5%
VCM
84
Vivaldi Capital Management
Illinois
$853K +$25.9K +1,022 +3%
SFO
85
Stokes Family Office
Louisiana
$835K +$835K +33,000 New
DADC
86
D.A. Davidson & Co
Montana
$823K +$50.6K +1,999 +7%
IC
87
InterOcean Capital
Illinois
$801K +$20.3K +801 +3%
RWM
88
Ritholtz Wealth Management
New York
$798K +$29.9K +1,180 +4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$668K +$398K +15,711 +147%
BWM
90
BerganKDV Wealth Management
Minnesota
$618K +$2.96K +117 +0.5%
W
91
WealthOne
New York
$598K +$329 +13 +0.1%
AFC
92
AFT Forsyth & Company
Florida
$595K – – –
HPC
93
HM Payson & Co
Maine
$593K – – –
QCM
94
Quest Capital Management
Texas
$589K -$50.8K -2,008 -8%
SWPG
95
Strategic Wealth Partners Group
Illinois
$588K +$588K +23,225 New
MAS
96
Madden Advisory Services
Florida
$521K +$521K +20,594 New
PB
97
Pinnacle Bancorp
Nebraska
$481K +$2.96K +117 +0.6%
MML Investors Services
98
MML Investors Services
Massachusetts
$481K +$49.1K +1,939 +11%
BCM
99
Brookstone Capital Management
Illinois
$459K -$59.6K -2,356 -11%
CIA
100
Covington Investment Advisors
Pennsylvania
$453K +$3.75K +148 +0.8%
2 3
4
5 6

IBDL Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2019, worth a combined $836M — up 13% from $742M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBDL positions and 8 closed out — a net gain of 21 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $24.4M. The largest seller was JP Morgan Chase, cutting an estimated $8.19M.

  • 166 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2019, up from 149 in Q3 2019.
  • Funds reported $836M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2019 and 8 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2019 was Truist Financial, an estimated $24.4M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2019 was JP Morgan Chase, an estimated $8.19M sold.

Based on aggregated 13F filings for Q4 2019.