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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
MML Investors Services
51
MML Investors Services
Massachusetts
$2.26M +$37.8K +1,540 +2%
MMHP
52
Murphy Middleton Hinkle & Parker
Georgia
$2.21M -$227K -9,258 -9%
RWM
53
Ritholtz Wealth Management
New York
$2.16M +$244K +9,948 +13%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.01M +$39K +1,591 +2%
FFIC
55
First Fiduciary Investment Counsel
Ohio
$2M +$150K +6,115 +8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$2M +$1.98M +80,707 New
AIA
57
Arcadia Investment Advisors
Idaho
$1.76M +$1.45M +59,095 +482%
HCM
58
Harvey Capital Management
Florida
$1.7M +$1.69M +68,800 New
AWM
59
Alterna Wealth Management
Texas
$1.68M +$472K +19,251 +39%
LWANC
60
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.68M +$120K +4,900 +8%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.47M +$877K +35,748 +149%
IAS
62
IMA Advisory Services
Colorado
$1.47M +$603K +24,593 +70%
SSB
63
Sandy Spring Bank
Maryland
$1.46M +$385K +15,690 +36%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.44M +$292K +11,906 +26%
TCCM
65
Timber Creek Capital Management
Massachusetts
$1.39M -$139K -5,682 -9%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.38M +$65.4K +2,667 +5%
Wolverine Trading
67
Wolverine Trading
Illinois
$1.32M -$2.22M -90,305 -63%
ECM
68
Exchange Capital Management
Michigan
$1.27M +$124K +5,068 +11%
BPA
69
Beacon Pointe Advisors
California
$1.25M +$326K +13,279 +36%
FPS
70
Fieldpoint Private Securities
Connecticut
$1.25M – – –
BII
71
Bainco International Investors
Massachusetts
$1.19M -$93.2K -3,800 -7%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.15M +$359K +14,648 +46%
SB
73
Suntrust Banks
Georgia
$1.11M +$572K +23,324 +104%
MA
74
MCF Advisors
Kentucky
$1.05M +$116K +4,711 +12%
BPWA
75
Beacon Pointe Wealth Advisors
California
$1.05M +$137K +5,577 +15%
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.