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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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166 hedge funds and large institutions have $836M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

13% more capital invested

Capital invested by funds: $742M → $836M (+$93.5M)

11% more funds holding

Funds holding: 149 → 166 (+17)

Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
29
Increased
78
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$24.4M
2
TF
TLWM Financial
Texas
+$10.8M
3
MFG
Merit Financial Group
Georgia
+$10.7M
4
Ameriprise
Ameriprise
Minnesota
+$7.88M
5
US Bancorp
US Bancorp
Minnesota
+$7.73M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.19M
2
FIM
Freedom Investment Management
Connecticut
-$6.82M
3
Jane Street
Jane Street
New York
-$3.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.42M
5
WI
WrapManager Inc
California
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
151
TD Capital Management
Tennessee
$50K +$430 +17 +0.9%
AF
152
Advisornet Financial
Minnesota
$48K – – –
SCA
153
Stonebridge Capital Advisors
Minnesota
$48K – – –
ASN
154
Advisory Services Network
Georgia
$46K +$35.6K +1,407 +352%
MWP
155
Meridian Wealth Partners
Pennsylvania
$43K +$43.2K +1,707 New
FWP
156
FAS Wealth Partners
Kansas
$39K +$39.5K +1,559 New
GRP
157
Global Retirement Partners
California
$30K – – –
BWA
158
BDO Wealth Advisors
Florida
$29K – – –
Deutsche Bank
159
Deutsche Bank
Germany
$28K +$28.8K +1,139 New
FGAM
160
Financial Gravity Asset Management
Texas
$25K -$316K -12,483 -55%
MWP
161
MYCIO Wealth Partners
Pennsylvania
$25K – – –
CAAS
162
Capital Asset Advisory Services
Michigan
$25K +$24.9K +985 New
ONST
163
Old North State Trust
North Carolina
$23K – – –
William Blair & Company
164
William Blair & Company
Illinois
$20K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$18K +$18.3K +722 New
CAL
166
Capital Advisors Ltd
Ohio
$15K -$14.9K -590 -50%
CIAS
167
Capital Investment Advisory Services
North Carolina
$9K – – –
TFA
168
Toth Financial Advisory
Virginia
$7K – – –
BlackRock
169
BlackRock
New York
$3K +$152 +6 +5%
SIS
170
Sound Income Strategies
Florida
$2K +$25 +1 +1%
RG
171
Retirement Group
California
$2K +$2.51K +99 New
PGAM
172
Princeton Global Asset Management
New Jersey
$1.25K +$433K +17,122 +53%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$1K – – –
WI
174
WrapManager Inc
California
– -$2.17M -85,348 Closed
OMC
175
Old Mission Capital
Illinois
– -$2.13M -83,994 Closed
4 5 6
7
8

IBDL Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2019, worth a combined $836M — up 13% from $742M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBDL positions and 8 closed out — a net gain of 21 holders — while 78 added to existing stakes and 28 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $24.4M. The largest seller was JP Morgan Chase, cutting an estimated $8.19M.

  • 166 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2019, up from 149 in Q3 2019.
  • Funds reported $836M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2019 and 8 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2019 was Truist Financial, an estimated $24.4M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2019 was JP Morgan Chase, an estimated $8.19M sold.

Based on aggregated 13F filings for Q4 2019.