iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
63 hedge funds and large institutions have $198M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $185M → $198M (+$12.3M)
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$9.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 3 |
Morgan Stanley
New York
|
+$2.48M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.99M |
| 5 |
CIM
Corda Investment Management
Houston,
Texas
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12M |
| 2 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$6.45M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
-$4.3M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.58M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$437K |
IBDL Hedge Fund Activity: Q3 2017 in Review
63 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q3 2017, worth a combined $198M — up 6.7% from $185M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDL positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $9.45M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $12M sold.
- 63 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q3 2017, up from 62 in Q2 2017.
- Funds reported $198M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q3 2017 and 9 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q3 2017 was Fragasso Financial Advisors, an estimated $9.45M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q3 2017 was Envestnet Asset Management, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2017.