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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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19 hedge funds and large institutions have $39M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more capital invested

Capital invested by funds: $6.63M → $39M (+$32.3M)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

171% more funds holding

Funds holding: 7 → 19 (+12)

Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$8.99M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.95M
3
Bank of America
Bank of America
North Carolina
+$5.73M
4
VKH
Virtu KCG Holdings
New York
+$2.63M
5
CIM
Corda Investment Management
Texas
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
AIG
American International Group
New York
-$7.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$8.89M +$8.99M +356,489 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.86M +$8.95M +355,004 New
Bank of America
3
Bank of America
North Carolina
$6.97M +$5.73M +227,242 +438%
CIM
4
Corda Investment Management
Texas
$5.37M +$1.46M +58,050 +37%
VKH
5
Virtu KCG Holdings
New York
$2.6M +$2.63M +104,216 New
DE
6
Day & Ennis
Georgia
$2.1M +$2.12M +84,112 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.07M +$110K +4,369 +11%
Jane Street
8
Jane Street
New York
$1.06M +$1.07M +42,397 New
UBS Group
9
UBS Group
Switzerland
$744K +$751K +29,811 New
Morgan Stanley
10
Morgan Stanley
New York
$675K +$682K +27,046 New
Mariner
11
Mariner
Kansas
$241K +$40.3K +1,599 +20%
IWMPD
12
Integrated Wealth Management (Palm Desert)
California
$100K +$101K +3,994 New
NFG
13
Next Financial Group
Texas
$82K – – –
WA
14
WealthTrust-Arizona
Arizona
$70K +$70.8K +2,811 New
AIG
15
American International Group
New York
$59K -$7.21K -286 -11%
PCP
16
Proficio Capital Partners
Massachusetts
$59K +$59.6K +2,366 New
MFS
17
MSI Financial Services
Massachusetts
$13K +$13.2K +524 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3K – – –
BIM
19
BlackRock Investment Management
Delaware
$3K +$2.97K +118 New

IBDL Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2015, worth a combined $39M — up 488% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDL positions and 0 closed out — a net gain of 12 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.99M. The largest seller was American International Group, cutting an estimated $7.21K.

  • 19 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2015, up from 7 in Q3 2015.
  • Funds reported $39M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2015, up 488% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2015 and 0 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.99M added.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2015 was American International Group, an estimated $7.21K sold.

Based on aggregated 13F filings for Q4 2015.