iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
139 hedge funds and large institutions have $700M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 24 reducing their positions, and 8 closing their positions.
196% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 24
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
5% more capital invested
Capital invested by funds: $666M → $700M (+$33.8M)
1% less funds holding
Funds holding: 140 → 139 (-1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$7.82M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.76M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.01M |
| 4 |
RVPG
Relative Value Partners Group
|
+$2.88M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.76M |
| 3 |
Jane Street
New York
|
-$3.87M |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$2.1M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.7M |
IBDL Hedge Fund Activity: Q2 2019 in Review
139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q2 2019, worth a combined $700M — up 5.1% from $666M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDL positions and 8 closed out — a net gain of 3 holders — while 71 added to existing stakes and 24 trimmed.
The largest buyer was Gradient Investments, adding an estimated $7.82M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $6.79M sold.
- 139 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q2 2019, down from 140 in Q1 2019.
- Funds reported $700M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q2 2019, up 5.1% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q2 2019 and 8 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q2 2019 was Gradient Investments, an estimated $7.82M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q2 2019 was Stratos Wealth Partners, an estimated $6.79M sold.
Based on aggregated 13F filings for Q2 2019.