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IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Delisted

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

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149 hedge funds and large institutions have $742M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

7% more funds holding

Funds holding: 139 → 149 (+10)

6% more capital invested

Capital invested by funds: $700M → $742M (+$42.1M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
61
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.17M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.28M
3
FIM
Freedom Investment Management
Connecticut
+$6.44M
4
ACA
Aptus Capital Advisors
Alabama
+$5.33M
5
UBS Group
UBS Group
Switzerland
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.04M
2
RVPG
Relative Value Partners Group
-$4.74M
3
Morgan Stanley
Morgan Stanley
New York
-$3.41M
4
Wells Fargo
Wells Fargo
California
-$2.74M
5
LFS
Lutz Financial Services
Nebraska
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
$150K – – –
GWAG
127
Garrett Wealth Advisory Group
Texas
$143K – – –
VNA
128
Valley National Advisers
Pennsylvania
$136K – – –
AIA
129
Arcadia Investment Advisors
Idaho
$136K -$135K -5,315 -50%
FRA
130
Front Row Advisors
California
$127K +$2.53K +100 +2%
IA
131
IFP Advisors
Florida
$126K +$126K +4,985 New
BCWM
132
Bartlett & Co Wealth Management
Ohio
$116K +$116K +4,588 New
BC
133
Bartlett & Co
Ohio
$116K +$116K +4,588 New
AIC
134
Ameritas Investment Company
Nebraska
$101K +$101K +3,971 New
PA
135
Parallel Advisors
California
$85K – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$80K +$79.4K +3,137 New
TF
137
TimeScale Financial
Massachusetts
$69K – – –
BEI
138
Benjamin Edwards Inc
Missouri
$66K +$10.8K +428 +20%
CFGS
139
Concourse Financial Group Securities
Alabama
$65K -$26.8K -1,059 -29%
OIA
140
Optimum Investment Advisors
Illinois
$62K – – –
FHA
141
Flagship Harbor Advisors
Massachusetts
$60K – – –
AWM
142
Avior Wealth Management
Nebraska
$58K +$355 +14 +0.6%
BWP
143
Baldwin Wealth Partners
Massachusetts
$51K – – –
TCM
144
TD Capital Management
Tennessee
$50K +$50K +1,973 New
AF
145
Advisornet Financial
Minnesota
$49K – – –
SCA
146
Stonebridge Capital Advisors
Minnesota
$48K – – –
CAL
147
Capital Advisors Ltd
Ohio
$30K +$29.9K +1,180 New
GRP
148
Global Retirement Partners
California
$30K +$30.2K +1,194 New
BWA
149
BDO Wealth Advisors
Florida
$29K – – –
SB
150
Strategic Blueprint
Georgia
$28K +$27.9K +1,100 New
3 4 5
6
7

IBDL Hedge Fund Activity: Q3 2019 in Review

149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2019, worth a combined $742M — up 6% from $700M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDL positions and 12 closed out — a net gain of 10 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.17M. The largest seller was Bank of America, cutting an estimated $7.04M.

  • 149 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2019, up from 139 in Q2 2019.
  • Funds reported $742M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.17M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2019 was Bank of America, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2019.