iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
48 hedge funds and large institutions have $167M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
33% more capital invested
Capital invested by funds: $125M → $167M (+$41.7M)
26% more funds holding
Funds holding: 38 → 48 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$32.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.62M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.02M |
| 4 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$1.95M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.3M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$240K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$10.3M | -406,941 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.2M | -47,425 | Closed |
|
|
IWMPD
53
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$170K | -6,716 | Closed |
|
IBDM Hedge Fund Activity: Q4 2016 in Review
48 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2016, worth a combined $167M — up 33% from $125M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDM positions and 3 closed out — a net gain of 10 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $32.4M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $10.3M sold.
- 48 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2016, up from 38 in Q3 2016.
- Funds reported $167M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2016, up 33% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2016 and 3 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2016 was Capital Advisors Inc, an estimated $32.4M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2016.