iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
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.
227% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 11
225% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
24% more capital invested
Capital invested by funds: $416M → $517M (+$101M)
23% more funds holding
Funds holding: 99 → 122 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.08M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.61M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$1.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$992K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$939K |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$824K |
IBDL Hedge Fund Activity: Q4 2018 in Review
122 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2018, worth a combined $517M — up 24% from $416M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBDL positions and 11 closed out — a net gain of 25 holders — while 52 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.61M.
- 122 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2018, up from 99 in Q3 2018.
- Funds reported $517M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2018, up 24% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2018 and 11 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2018 was Bank of America, an estimated $18.5M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2018.