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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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
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

1
RVPG
1
Relative Value Partners Group
$25.9M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$13.3M
3
RJA
3
Raymond James & Associates
Florida
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$82.2M
5
UBS Group
5
UBS Group
Switzerland
$67.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.6M
2
TF
2
TLWM Financial
Texas
$8.34M
3
PAG
3
Private Advisor Group
New Jersey
$6.71M
4
RFO
4
RiverGlades Family Offices
Florida
$0
5
NA
5
NewEdge Advisors
Louisiana
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
101
WealthOne
New York
$367K +$367K +14,532 New
CC
102
Courier Capital
New York
$364K – – –
CIC
103
Carnegie Investment Counsel
Ohio
$360K – – –
PGAM
104
Princeton Global Asset Management
New Jersey
$347K +$33.6K +1,333 +11%
CTC
105
Central Trust Company
Missouri
$340K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$315K +$43.2K +1,713 +16%
SS
107
Simplicity Solutions
Minnesota
$303K +$303K +12,000 New
CAM
108
Claret Asset Management
Quebec, Canada
$303K +$303K +12,000 New
SMC
109
Smith, Moore & Co
Missouri
$284K +$21.4K +848 +8%
CBU
110
CIBC Bank USA
Illinois
$265K – – –
CCT
111
Country Club Trust
Missouri
$257K -$17.7K -700 -6%
VFA
112
Valeo Financial Advisors
Indiana
$256K – – –
AA
113
Ancora Advisors
Ohio
$252K -$126K -5,000 -33%
RBC
114
Roble Belko & Company
Pennsylvania
$249K – – –
CAN
115
Cetera Advisor Networks
California
$243K – – –
CWM
116
Cornerstone Wealth Management
Missouri
$228K +$228K +6,576 New
SHCM
117
Stokes & Hubbell Capital Management
Louisiana
$227K – – –
Bank of New York Mellon
118
Bank of New York Mellon
New York
$225K +$225K +8,915 New
CTA
119
Chesley Taft & Associates
Illinois
$217K +$217K +8,600 New
BC
120
Burney Company
Virginia
$207K -$4.84K -192 -2%
PCG
121
Private Capital Group
Connecticut
$193K – – –
IA
122
IFP Advisors
Florida
$150K -$970K -38,276 -87%
VNA
123
Valley National Advisers
Pennsylvania
$136K – – –
FRA
124
Front Row Advisors
California
$123K +$25.2K +1,000 +26%
CFGS
125
Concourse Financial Group Securities
Alabama
$105K +$6.22K +248 +6%
3 4
5
6 7