iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
31 hedge funds and large institutions have $99M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
750% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 2
58% more capital invested
Capital invested by funds: $62.7M → $99M (+$36.2M)
41% more funds holding
Funds holding: 22 → 31 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$6.55M |
| 2 |
Morgan Stanley
New York
|
+$5.69M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$3.42M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.11M |
| 5 |
CIM
Corda Investment Management
Houston,
Texas
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$586K |
| 3 |
LPL Financial
San Diego,
California
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWMPD
26
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $132K | +$27.5K | +1,098 | +27% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $109K | +$6.37K | +254 | +6% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $55K | +$54.7K | +2,179 | New |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $54K | – | – | – |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $38K | +$17.2K | +684 | +85% |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $14K | +$13.5K | +538 | New |
|
|
BCFS
32
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $7K | +$2.26K | +90 | +44% |
|
|
BIM
33
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$586K | -23,453 | Closed |
|
IBDM Hedge Fund Activity: Q2 2016 in Review
31 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2016, worth a combined $99M — up 58% from $62.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDM positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $6.55M. The largest seller was Brookstone Capital Management, cutting an estimated $1.4M.
- 31 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2016, up from 22 in Q1 2016.
- Funds reported $99M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2016, up 58% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2016 and 1 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2016 was Stifel Financial, an estimated $6.55M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2016 was Brookstone Capital Management, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2016.