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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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149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

16% more capital invested

Capital invested by funds: $579M → $671M (+$92.4M)

14% more funds holding

Funds holding: 131 → 149 (+18)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.2M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
UBS Group
UBS Group
Switzerland
+$10M
4
GI
Gradient Investments
Minnesota
+$6.74M
5
Morgan Stanley
Morgan Stanley
New York
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$32.6M
2
Stifel Financial
Stifel Financial
Missouri
-$8.38M
3
RFO
RiverGlades Family Offices
Florida
-$4.99M
4
AL
Aspiriant LLC
California
-$3.02M
5
NA
NewEdge Advisors
Louisiana
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$7.09M +$333K +13,580 +5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.95M +$869K +35,424 +14%
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.92M -$411K -16,773 -6%
GA
29
Gateway Advisory
New Jersey
$6.9M -$93.1K -3,797 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.84M +$3.21M +131,003 +90%
UCFA
31
United Capital Financial Advisors
Texas
$6.54M +$556K +22,683 +9%
CTC
32
Central Trust Company
Missouri
$6.18M +$1.86M +75,665 +43%
Mariner
33
Mariner
Kansas
$6.06M +$1.92M +78,406 +47%
PAG
34
Private Advisor Group
New Jersey
$6M – – –
DE
35
Day & Ennis
Georgia
$5.92M +$847K +34,532 +17%
Ameriprise
36
Ameriprise
Minnesota
$5.63M +$1.8M +73,295 +47%
CAI
37
Capital Advisors Inc
Oklahoma
$5.34M -$32.6M -1,328,389 -86%
SWP
38
Stratos Wealth Partners
Ohio
$5.11M +$1.06M +43,208 +26%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.51M +$22.3K +907 +0.5%
C
40
Clearshares
New York
$4.28M +$4.25M +173,312 New
LIM
41
Leavell Investment Management
Alabama
$4.09M +$622K +25,350 +18%
GPA
42
Guidance Point Advisors
Massachusetts
$3.45M +$2.18M +89,048 +176%
VCM
43
Vivaldi Capital Management
Illinois
$3.28M -$196K -7,979 -6%
NA
44
NewEdge Advisors
Louisiana
$3.18M -$2.56M -104,310 -45%
LWM
45
Lyell Wealth Management
California
$3.06M +$263K +10,725 +9%
AL
46
Aspiriant LLC
California
$3.04M -$3.02M -123,102 Closed
CIM
47
Confluence Investment Management
Missouri
$2.64M -$1.43M -58,104 -35%
KF
48
Krilogy Financial
Missouri
$2.56M +$2.54M +103,360 New
SVWA
49
Sound View Wealth Advisors
Georgia
$2.48M +$1.44M +58,850 +141%
WI
50
WrapManager Inc
California
$2.37M +$507K +20,665 +28%
1
2
3 4 5

IBDM Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2019, worth a combined $671M — up 16% from $579M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDM positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Brandywine Oak Private Wealth, adding an estimated $13.2M. The largest seller was Capital Advisors Inc, cutting an estimated $32.6M.

  • 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $671M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2019 was Brandywine Oak Private Wealth, an estimated $13.2M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2019.