IBDL

iShares iBonds Dec 2020 Term Corporate ETF

Delisted

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

101 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
52
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.9M +$6.17M +246,480 +15%
UBS Group
2
UBS Group
Switzerland
$36.5M +$4.37M +174,389 +14%
Morgan Stanley
3
Morgan Stanley
New York
$30M +$2.07M +82,609 +7%
CIM
4
Corda Investment Management
Texas
$21.4M -$221K -8,843 -1%
Wells Fargo
5
Wells Fargo
California
$18.2M +$4.64M +185,279 +34%
BTS
6
BB&T Securities
Virginia
$17.1M +$1.18M +47,238 +7%
FFA
7
Fragasso Financial Advisors
Pennsylvania
$16.4M +$257K +10,279 +2%
US Bancorp
8
US Bancorp
Minnesota
$14.4M +$3.79M +151,357 +36%
UCFA
9
United Capital Financial Advisors
Texas
$13.8M -$191K -7,612 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M +$12.1M +481,486 New
HighTower Advisors
11
HighTower Advisors
Illinois
$9.96M -$8.57M
LFS
12
Lutz Financial Services
Nebraska
$8.87M +$1,000K +39,931 +13%
TWA
13
Tillar-Wenstrup Advisors
Ohio
$8.44M +$147K +5,873 +2%
LPL Financial
14
LPL Financial
California
$8.34M +$992K +39,610 +14%
MCM
15
MV Capital Management
Maryland
$7.76M +$344K +13,757 +5%
TF
16
TLWM Financial
Texas
$7.04M -$6.11M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.01M +$702K +28,022 +13%
LFPWM
18
Leicht Financial Planning & Wealth Management
New Jersey
$4.28M
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.15M +$1.61M +64,355 +63%
SWP
20
Stratos Wealth Partners
Ohio
$3.83M +$751K +29,981 +24%
DE
21
Day & Ennis
Georgia
$3.64M +$1.04M +41,603 +40%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.58M +$870K +34,733 +32%
Stifel Financial
23
Stifel Financial
Missouri
$3.55M +$475K +18,939 +15%
Ameriprise
24
Ameriprise
Minnesota
$3.23M +$808K +32,275 +33%
LIM
25
Leavell Investment Management
Alabama
$3.14M +$138K +5,500 +5%