IBDL

iShares iBonds Dec 2020 Term Corporate ETF
IBDL

Overview Fund Activity
Delisted

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

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93 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
42
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.2M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
TWA
3
Tillar-Wenstrup Advisors
Ohio
$8.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$28M
5
Bank of America
5
Bank of America
North Carolina
$41.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.57M
2
PAG
2
Private Advisor Group
New Jersey
$3.77M
3
CIM
3
Corda Investment Management
Texas
$21.6M
4
RFC
4
Regions Financial Corp
Alabama
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.7M +$6.64M +264,963 +19%
UBS Group
2
UBS Group
Switzerland
$32.2M +$9.15M +364,908 +40%
Morgan Stanley
3
Morgan Stanley
New York
$28M +$6.73M +268,535 +32%
CIM
4
Corda Investment Management
Texas
$21.6M -$1.22M -48,518 -5%
FFA
5
Fragasso Financial Advisors
Pennsylvania
$16.1M +$1.11M +44,350 +7%
BTS
6
BB&T Securities
Virginia
$15.9M +$2.64M +105,265 +20%
UCFA
7
United Capital Financial Advisors
Texas
$14M +$577K +23,027 +4%
Wells Fargo
8
Wells Fargo
California
$13.6M +$8.4M +335,035 +163%
US Bancorp
9
US Bancorp
Minnesota
$10.6M +$1.66M +66,235 +18%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.57M -$7.73M – –
TWA
11
Tillar-Wenstrup Advisors
Ohio
$8.3M +$8.3M +331,240 New
LFS
12
Lutz Financial Services
Nebraska
$7.88M +$1.6M +63,869 +25%
MCM
13
MV Capital Management
Maryland
$7.43M +$4.8M +191,554 +183%
LPL Financial
14
LPL Financial
California
$7.35M +$2.29M +91,509 +45%
TF
15
TLWM Financial
Texas
$6.11M – – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.31M +$1.25M +49,734 +31%
NA
17
NewEdge Advisors
Louisiana
$4.08M +$4.08M +162,935 New
PAG
18
Private Advisor Group
New Jersey
$3.77M -$2.86M – –
RJA
19
Raymond James & Associates
Florida
$3.7M +$1.03M +40,949 +38%
SWP
20
Stratos Wealth Partners
Ohio
$3.08M +$366K +14,592 +13%
Stifel Financial
21
Stifel Financial
Missouri
$3.07M +$782K +31,179 +34%
LIM
22
Leavell Investment Management
Alabama
$3.01M +$450K +17,953 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.72M +$288K +11,483 +12%
DE
24
Day & Ennis
Georgia
$2.6M +$338K +13,482 +15%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$2.55M +101,556 New
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