IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Overview Fund Activity
Delisted

IBDL was delisted on the 15th of December, 2020.

Back to rankings

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 %
PCP
126
Proficio Capital Partners
Massachusetts
$92K -$81.7K -3,230 -47%
PA
127
Parallel Advisors
California
$84K – – –
OWD
128
Osborn Williams & Donohoe
Ohio
$68K +$68K +2,700 New
AWM
129
Avior Wealth Management
Nebraska
$57K +$274 +11 +0.5%
WF
130
WealthTrust Fairport
Ohio
$57K +$57K +2,247 New
BWP
131
Baldwin Wealth Partners
Massachusetts
$50K – – –
BEI
132
Benjamin Edwards Inc
Missouri
$49K +$49K +1,948 New
AF
133
Advisornet Financial
Minnesota
$48K – – –
CA
134
Cetera Advisors
Colorado
$38K – – –
OIA
135
Optimum Investment Advisors
Illinois
$37K +$25.3K +1,000 +217%
Bessemer Group
136
Bessemer Group
New Jersey
$34K +$34K +1,361 New
BWA
137
BDO Wealth Advisors
Florida
$29K +$29K +1,154 New
William Blair & Company
138
William Blair & Company
Illinois
$20K – – –
FHA
139
Flagship Harbor Advisors
Massachusetts
$20K +$20K +800 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$16K – – –
ASN
141
Advisory Services Network
Georgia
$10K -$25K -1,000 -71%
OIA
142
OneDigital Investment Advisors
Kansas
$9K – – –
TFA
143
Toth Financial Advisory
Virginia
$7K -$2.61K -110 -27%
TA
144
TCG Advisors
Texas
$6K +$6K +226 New
EWM
145
Executive Wealth Management
Michigan
$5K – – –
SIS
146
Sound Income Strategies
Florida
$3K -$18.9K -831 -86%
BlackRock
147
BlackRock
New York
$3K – – –
RFO
148
RiverGlades Family Offices
Florida
– -$4.62M -185,065 Closed
MGIA
149
Matthew Goff Investment Advisor
Texas
– -$2.46M -98,638 Closed
MFG
150
Merit Financial Group
Georgia
– -$626K -25,205 Closed
3 4 5
6
7