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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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1 hedge funds and large institutions have $65K invested in iShares iBonds Dec 2020 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 160 → 1 (-159)

100% less capital invested

Capital invested by funds: $582M → $65K (-$582M)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 157

Holders
1
Holders Change
-159
Holders Change %
-99.38%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
157
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$75.4M
2
US Bancorp
US Bancorp
Minnesota
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$34.1M
4
UBS Group
UBS Group
Switzerland
-$25.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$65K – – –
Bank of America
2
Bank of America
North Carolina
– -$75.4M -2,988,034 Closed
US Bancorp
3
US Bancorp
Minnesota
– -$40.2M -1,594,136 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$34.1M -1,352,186 Closed
UBS Group
5
UBS Group
Switzerland
– -$25.7M -1,018,383 Closed
RJFSA
6
Raymond James Financial Services Advisors
Florida
– -$25.7M -1,017,495 Closed
Ameriprise
7
Ameriprise
Minnesota
– -$24.6M -974,834 Closed
LPL Financial
8
LPL Financial
California
– -$23.5M -929,893 Closed
CIM
9
Corda Investment Management
Texas
– -$21M -832,728 Closed
MFG
10
Merit Financial Group
Georgia
– -$19.1M -756,976 Closed
MCM
11
MV Capital Management
Maryland
– -$14.9M -592,355 Closed
FFA
12
Fragasso Financial Advisors
Pennsylvania
– -$14.2M -564,197 Closed
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
– -$13.6M -540,781 Closed
Wells Fargo
14
Wells Fargo
California
– -$11.9M -472,451 Closed
TF
15
TLWM Financial
Texas
– -$10.2M -402,602 Closed
RJA
16
Raymond James & Associates
Florida
– -$10M -396,915 Closed
TWA
17
Tillar-Wenstrup Advisors
Ohio
– -$9.25M -366,528 Closed
MGIA
18
Matthew Goff Investment Advisor
Texas
– -$9.12M -361,567 Closed
Truist Financial
19
Truist Financial
North Carolina
– -$7.24M -287,059 Closed
RVPG
20
Relative Value Partners Group
– -$7.14M -282,855 Closed
KPWS
21
Kestra Private Wealth Services
Texas
– -$6.18M -245,090 Closed
Stifel Financial
22
Stifel Financial
Missouri
– -$5.95M -235,863 Closed
LIM
23
Leavell Investment Management
Alabama
– -$5.74M -227,478 Closed
KAS
24
Kestra Advisory Services
Texas
– -$5.09M -201,782 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
– -$4.94M -195,875 Closed
1
2 3 4 5

IBDL Hedge Fund Activity: Q4 2020 in Review

1 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q4 2020, worth a combined $65K — down 100% from $582M a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of IBDL and 0 opened new positions — a net loss of 157 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $75.4M sold.

  • 1 institutional investor held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q4 2020, down from 160 in Q3 2020.
  • Funds reported $65K of iShares iBonds Dec 2020 Term Corporate ETF stock for Q4 2020, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q4 2020 and 157 closed out, a net change of -157 holders.
  • The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q4 2020 was Bank of America, an estimated $75.4M sold.

Based on aggregated 13F filings for Q4 2020.