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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122 hedge funds and large institutions have $517M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
52
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$70.3M
2
UBS Group
UBS Group
Switzerland
$56.1M
3
GI
Gradient Investments
Minnesota
$10.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14M
5
RJA
Raymond James & Associates
Florida
$12.7M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$10.1M
2
TF
TLWM Financial
Texas
$7.94M
3
PAG
Private Advisor Group
New Jersey
$6.92M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$2.48M
5
UCFA
United Capital Financial Advisors
Texas
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$254K – – –
RBC
102
Roble Belko & Company
Pennsylvania
$247K – – –
SHCM
103
Stokes & Hubbell Capital Management
Louisiana
$225K +$225K +9,000 New
BC
104
Burney Company
Virginia
$210K +$5.63K +225 +3%
PCG
105
Private Capital Group
Connecticut
$191K – – –
PCP
106
Proficio Capital Partners
Massachusetts
$172K – – –
NFG
107
Next Financial Group
Texas
$148K +$148K +5,922 New
VNA
108
Valley National Advisers
Pennsylvania
$134K – – –
FGC
109
Financial Gravity Companies
Texas
$109K +$109K +4,348 New
CFGS
110
Concourse Financial Group Securities
Alabama
$98K +$98K +3,939 New
FRA
111
Front Row Advisors
California
$97K +$18K +720 +23%
PA
112
Parallel Advisors
California
$83K – – –
ADL
113
Asset Dedication LLC
California
$61K +$61K +2,454 New
AWM
114
Avior Wealth Management
Nebraska
$57K +$425 +17 +0.8%
BWP
115
Baldwin Wealth Partners
Massachusetts
$50K – – –
AF
116
Advisornet Financial
Minnesota
$48K – – –
ASN
117
Advisory Services Network
Georgia
$35K +$25K +1,000 +250%
SIS
118
Sound Income Strategies
Florida
$24K -$3.41K -137 -12%
William Blair & Company
119
William Blair & Company
Illinois
$20K +$20K +800 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$16K – – –
AIC
121
Ameritas Investment Company
Nebraska
$15K +$15K +604 New
OIA
122
Optimum Investment Advisors
Illinois
$12K – – –
TFA
123
Toth Financial Advisory
Virginia
$10K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$9K -$22.6K -886 -72%
OIA
125
OneDigital Investment Advisors
Kansas
$9K +$9K +370 New
2 3 4
5
6