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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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79 hedge funds and large institutions have $318M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

23% more capital invested

Capital invested by funds: $258M → $318M (+$60.2M)

18% more funds holding

Funds holding: 67 → 79 (+12)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
16
Increased
44
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
+$21.7M
2
CSA
Cottage Street Advisors
Massachusetts
+$4.37M
3
BTS
BB&T Securities
Virginia
+$3.74M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.56M
5
Bank of America
Bank of America
North Carolina
+$3.51M

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$314K
2
Jane Street
Jane Street
New York
-$271K
3
SFS
Sowell Financial Services
Arkansas
-$226K
4
BRWA
B. Riley Wealth Advisors
Florida
-$75.8K
5
BCM
Brookstone Capital Management
Illinois
-$50.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.27M +$265K +10,658 +13%
DE
27
Day & Ennis
Georgia
$2.26M +$15.7K +629 +0.7%
PAG
28
Private Advisor Group
New Jersey
$1.97M – – –
TCCM
29
Timber Creek Capital Management
Massachusetts
$1.95M +$174K +6,987 +10%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.88M +$4.73K +190 +0.3%
LWM
31
Lenox Wealth Management
Ohio
$1.7M +$188K +7,563 +12%
BCM
32
Brookstone Capital Management
Illinois
$1.67M -$50.8K -2,040 -3%
HJA
33
Hugh Johnson Advisors
New York
$1.53M -$36.1K -1,449 -2%
SWP
34
Stratos Wealth Partners
Ohio
$1.51M +$454K +18,221 +43%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.49M -$75.8K -3,045 -5%
BII
36
Bainco International Investors
Massachusetts
$1.31M +$65.4K +2,625 +5%
Jane Street
37
Jane Street
New York
$1.23M -$271K -10,895 -18%
Ameriprise
38
Ameriprise
Minnesota
$1.08M +$451K +18,123 +71%
GLA
39
Great Lakes Advisors
Illinois
$1.08M +$171K +6,860 +19%
GP
40
Geneva Partners
Wisconsin
$998K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$965K +$170K +6,810 +21%
PCP
42
Proficio Capital Partners
Massachusetts
$895K – – –
BCM
43
Bluefin Capital Management
New York
$748K – – –
ECM
44
Exchange Capital Management
Michigan
$722K +$76.2K +3,059 +12%
APP
45
Avantax Planning Partners
Iowa
$679K +$89.6K +3,597 +15%
BA
46
Boston Advisors
Massachusetts
$639K -$17.3K -695 -3%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$625K -$4.04K -162 -0.6%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$608K +$17.5K +702 +3%
MA
49
MCF Advisors
Kentucky
$582K +$337K +13,517 +136%
MIH
50
Madison Investment Holdings
Wisconsin
$553K +$161K +6,473 +41%
1
2
3 4

IBDM Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2017, worth a combined $318M — up 23% from $258M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDM positions and 4 closed out — a net gain of 12 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was BerganKDV Wealth Management, opening a new position worth an estimated $21.7M. The largest seller was Wolverine Trading, exiting entirely with an estimated $314K sold.

  • 79 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $318M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2017, up 23% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2017 was BerganKDV Wealth Management, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2017 was Wolverine Trading, an estimated $314K sold.

Based on aggregated 13F filings for Q4 2017.