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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140 hedge funds and large institutions have $666M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
69
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$25.9M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$13.3M
3
RJA
3
Raymond James & Associates
Florida
$25.8M
4
Bank of America
4
Bank of America
North Carolina
$82.2M
5
UBS Group
5
UBS Group
Switzerland
$67.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.6M
2
TF
2
TLWM Financial
Texas
$8.34M
3
PAG
3
Private Advisor Group
New Jersey
$6.71M
4
RFO
4
RiverGlades Family Offices
Florida
$0
5
NA
5
NewEdge Advisors
Louisiana
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$82.2M 3,255,830 +442,602 +16%
UBS Group
2
UBS Group
Switzerland
$67.6M 2,677,260 +432,548 +19%
Morgan Stanley
3
Morgan Stanley
New York
$41.5M 1,644,706 +285,770 +21%
Wells Fargo
4
Wells Fargo
California
$26.9M 1,064,569 +30,536 +3%
RVPG
5
Relative Value Partners Group
$25.9M 1,025,543 +1,025,543 New
RJA
6
Raymond James & Associates
Florida
$25.8M 1,022,080 +511,724 +100%
US Bancorp
7
US Bancorp
Minnesota
$24.3M 964,755 +191,353 +25%
CIM
8
Corda Investment Management
Texas
$22M 871,832 +14,135 +2%
BTS
9
BB&T Securities
Virginia
$18.6M 735,206 +16,915 +2%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$18.2M 720,138 +25,944 +4%
LPL Financial
11
LPL Financial
California
$17.2M 680,234 +144,761 +27%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$15.5M 615,296 +53,618 +10%
GI
13
Gradient Investments
Minnesota
$14.3M 564,982 +129,242 +30%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$13.3M 528,536 +524,526 +13,080%
ACA
15
Aptus Capital Advisors
Alabama
$12.6M 499,051 +149,126 +43%
MCM
16
MV Capital Management
Maryland
$12.3M 485,737 +161,760 +50%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.5M 454,177 +28,011 +7%
HighTower Advisors
18
HighTower Advisors
Illinois
– – – –
SIC
19
Sigma Investment Counselors
Michigan
$9.33M 369,674 +122,539 +50%
TWA
20
Tillar-Wenstrup Advisors
Ohio
$9.13M 361,767 +20,017 +6%
RW
21
RVW Wealth
California
$8.87M 351,483 +351,483 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.77M 347,652 +145,053 +72%
GWA
23
Guidant Wealth Advisors
Illinois
$8.76M 347,157 +17,322 +5%
TF
24
TLWM Financial
Texas
– – – –
Ameriprise
25
Ameriprise
Minnesota
$7.52M 298,545 +112,545 +61%
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