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IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

IBDM was delisted on the 15th of December, 2021.

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38 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

26% more capital invested

Capital invested by funds: $99M → $125M (+$26M)

23% more funds holding

Funds holding: 31 → 38 (+7)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.5M
2
TC
Trust Company
Kansas
+$4.22M
3
CIM
Corda Investment Management
Texas
+$2.56M
4
Mariner
Mariner
Kansas
+$2.14M
5
HJA
Hugh Johnson Advisors
New York
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$2.77M
2
Jane Street
Jane Street
New York
-$1.07M
3
BA
Boston Advisors
Massachusetts
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$893K +$894K +35,240 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$778K +$778K +30,701 New
Citadel Advisors
28
Citadel Advisors
Florida
$724K +$725K +28,591 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$539K +$308K +12,160 +134%
Ameriprise
30
Ameriprise
Minnesota
$519K +$240K +9,465 +86%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$479K +$36.9K +1,454 +8%
GLA
32
Great Lakes Advisors
Illinois
$356K +$65.9K +2,600 +23%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$271K +$217K +8,578 +402%
IWMPD
34
Integrated Wealth Management (Palm Desert)
California
$170K +$38.2K +1,505 +29%
IA
35
IFP Advisors
Florida
$121K +$12K +473 +11%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76K +$62.1K +2,449 +455%
AG
37
Advisor Group
Arizona
$55K – – –
MFS
38
MSI Financial Services
Massachusetts
$38K – – –
BCFS
39
Butensky & Cohen Financial Security
Florida
$12K +$4.94K +195 +66%
BIM
40
BlackRock Investment Management
Delaware
$1K – – –
Jane Street
41
Jane Street
New York
– -$1.07M -41,935 Closed
1
2

IBDM Hedge Fund Activity: Q3 2016 in Review

38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2016, worth a combined $125M — up 26% from $99M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDM positions and 1 closed out — a net gain of 8 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $4.5M. The largest seller was Virtu KCG Holdings, cutting an estimated $2.77M.

  • 38 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2016, up from 31 in Q2 2016.
  • Funds reported $125M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2016, up 26% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2016 was UBS Group, an estimated $4.5M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.