iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
67 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 6 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 12
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more capital invested
Capital invested by funds: $232M → $258M (+$26.2M)
10% more funds holding
Funds holding: 61 → 67 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$5.6M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$5.23M |
| 3 |
CIM
Corda Investment Management
Houston,
Texas
|
+$4.7M |
| 4 |
Morgan Stanley
New York
|
+$2.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$4.72M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$3.88M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$955K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$560K |
| 5 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
-$504K |
IBDM Hedge Fund Activity: Q3 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2017, worth a combined $258M — up 11% from $232M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 12 trimmed.
The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $5.6M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.72M sold.
- 67 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2017, up from 61 in Q2 2017.
- Funds reported $258M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2017, up 11% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2017 and 6 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2017 was Fragasso Financial Advisors, an estimated $5.6M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.72M sold.
Based on aggregated 13F filings for Q3 2017.