iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$24.4M |
| 2 |
TF
TLWM Financial
San Antonio,
Texas
|
+$10.8M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.88M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.19M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$6.82M |
| 3 |
Jane Street
New York
|
-$3.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.42M |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$2.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Citadel Advisors
Miami,
Florida
| – | -$1M | -39,609 | Closed |
|
|
FTUS
177
Flow Traders U.S.
New York
| – | -$464K | -18,279 | Closed |
|
|
HCM
178
Harvey Capital Management
Palm Beach,
Florida
| – | -$332K | -13,100 | Closed |
|
|
IA
179
IFP Advisors
Tampa,
Florida
| – | -$126K | -4,985 | Closed |
|
180
Rockefeller Capital Management
New York
| – | -$80K | -3,137 | Closed |
|
|
SB
181
Strategic Blueprint
Atlanta,
Georgia
| – | -$28K | -1,100 | Closed |
|
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.