We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

61 hedge funds and large institutions have $232M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

15% more funds holding

Funds holding: 5361 (+8)

14% more capital invested

Capital invested by funds: $204M → $232M (+$28.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
30
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.61M -$4.54M -181,732 -74%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.58M -$23.2K -928 -1%
BII
28
Bainco International Investors
Massachusetts
$1.43M +$192K +7,690 +16%
LIM
29
Leavell Investment Management
Alabama
$1.3M +$1.3M +51,900 New
LWM
30
Lenox Wealth Management
Ohio
$1.23M +$1.22M +49,064 New
Jane Street
31
Jane Street
New York
$1.16M +$1.16M +46,385 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$955K -$23.4K -939 -2%
GLA
33
Great Lakes Advisors
Illinois
$939K +$289K +11,558 +44%
PCP
34
Proficio Capital Partners
Massachusetts
$904K
TTWM
35
TCV Trust & Wealth Management
Virginia
$833K -$29.3K -1,175 -3%
SFS
36
Sowell Financial Services
Arkansas
$786K +$77.2K +3,092 +11%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$754K +$122K +4,885 +19%
BA
38
Boston Advisors
Massachusetts
$688K -$155K -6,224 -18%
Ameriprise
39
Ameriprise
Minnesota
$608K -$275K -11,000 -31%
APP
40
Avantax Planning Partners
Iowa
$594K +$23.8K +955 +4%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$580K +$64.3K +2,576 +12%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$573K +$11.7K +468 +2%
TCM
43
Tradition Capital Management
New Jersey
$504K +$504K +20,180 New
SWP
44
Stratos Wealth Partners
Ohio
$484K +$88.6K +3,550 +22%
LWM
45
Lyell Wealth Management
California
$450K +$449K +18,000 New
IAS
46
IMA Advisory Services
Colorado
$366K +$147K +5,875 +67%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$357K +$356K +14,270 New
VKH
48
Virtu KCG Holdings
New York
$351K -$113K -4,529 -24%
IA
49
IFP Advisors
Florida
$275K +$10.9K +435 +4%
WGCA
50
Wolf Group Capital Advisors
Virginia
$272K

IBDM Hedge Fund Activity: Q2 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2017, worth a combined $232M — up 14% from $204M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDM positions and 5 closed out — a net gain of 9 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $8.61M. The largest seller was Wells Fargo, cutting an estimated $4.54M.

  • 61 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2017, up from 53 in Q1 2017.
  • Funds reported $232M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2017 and 5 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2017 was UBS Group, an estimated $8.61M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2017 was Wells Fargo, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2017.