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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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53 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

22% more capital invested

Capital invested by funds: $167M → $204M (+$37.2M)

10% more funds holding

Funds holding: 48 → 53 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$5.31M
2
Wells Fargo
Wells Fargo
California
+$5.26M
3
Bank of America
Bank of America
North Carolina
+$4.46M
4
CIM
Corda Investment Management
Texas
+$2.71M
5
US Bancorp
US Bancorp
Minnesota
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.76M
2
VKH
Virtu KCG Holdings
New York
-$834K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$568K
4
UR
USCA RIA
Texas
-$209K
5
BCM
Brookstone Capital Management
Illinois
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
26
Bainco International Investors
Massachusetts
$1.23M +$1.22M +49,485 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.01M -$568K -22,952 -36%
Citadel Advisors
28
Citadel Advisors
Florida
$1.01M +$504K +20,366 +101%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$971K +$968K +39,148 New
PCP
30
Proficio Capital Partners
Massachusetts
$903K +$16.8K +678 +2%
Ameriprise
31
Ameriprise
Minnesota
$876K -$91.7K -3,705 -9%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$856K -$11.9K -482 -1%
TTWM
33
TCV Trust & Wealth Management
Virginia
$856K -$9.89K -400 -1%
BA
34
Boston Advisors
Massachusetts
$837K +$172K +6,966 +26%
SFS
35
Sowell Financial Services
Arkansas
$709K -$116K -4,669 -14%
GLA
36
Great Lakes Advisors
Illinois
$646K +$180K +7,265 +39%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$627K +$141K +5,687 +29%
APP
38
Avantax Planning Partners
Iowa
$566K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$559K +$19.6K +793 +4%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$512K +$245K +9,916 +93%
SSG
41
Summit Securities Group
New York
$466K +$465K +18,782 New
VKH
42
Virtu KCG Holdings
New York
$461K -$834K -33,699 -64%
SWP
43
Stratos Wealth Partners
Ohio
$392K +$391K +15,800 New
WGCA
44
Wolf Group Capital Advisors
Virginia
$270K – – –
IA
45
IFP Advisors
Florida
$262K +$26.2K +1,060 +11%
IWMPD
46
Integrated Wealth Management (Palm Desert)
California
$221K +$220K +8,901 New
IAS
47
IMA Advisory Services
Colorado
$218K +$217K +8,784 New
RBC
48
Roble Belko & Company
Pennsylvania
$201K +$150K +6,067 +296%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73K – – –
AG
50
Advisor Group
Arizona
$31K +$2.5K +101 +9%
1
2
3

IBDM Hedge Fund Activity: Q1 2017 in Review

53 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2017, worth a combined $204M — up 22% from $167M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDM positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $5.31M. The largest seller was Jane Street, exiting entirely with an estimated $1.76M sold.

  • 53 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2017, up from 48 in Q4 2016.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2017, up 22% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2017 was BB&T Securities, an estimated $5.31M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2017 was Jane Street, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2017.