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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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161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 31

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

8% more capital invested

Capital invested by funds: $752M → $813M (+$61.9M)

8% more funds holding

Funds holding: 149 → 161 (+12)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.04M
2
Morgan Stanley
Morgan Stanley
New York
+$7.49M
3
ACA
Aptus Capital Advisors
Alabama
+$5.35M
4
Wells Fargo
Wells Fargo
California
+$5.31M
5
Bank of America
Bank of America
North Carolina
+$4.42M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.62M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$775K
3
IWC
Integrated Wealth Concepts
Massachusetts
-$729K
4
HCM
Harvey Capital Management
Florida
-$718K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
$2.46M -$17.5K -704 -0.7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.33M +$112K +4,487 +5%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.28M +$507K +20,326 +29%
BPA
54
Beacon Pointe Advisors
California
$2.25M -$101K -4,035 -4%
FBB
55
Fulton Breakefield Broenniman
Maryland
$2.24M +$2.23M +89,465 New
Wolverine Trading
56
Wolverine Trading
Illinois
$2.2M +$409K +16,409 +23%
WI
57
WrapManager Inc
California
$2.2M -$248K -9,956 -10%
FFIC
58
First Fiduciary Investment Counsel
Ohio
$2.18M +$115K +4,605 +6%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.15M +$514K +20,603 +31%
MMHP
60
Murphy Middleton Hinkle & Parker
Georgia
$2.01M -$48K -1,924 -2%
SSB
61
Sandy Spring Bank
Maryland
$1.97M +$198K +7,925 +11%
HCM
62
Harvey Capital Management
Florida
$1.94M -$718K -28,800 -27%
IAS
63
IMA Advisory Services
Colorado
$1.88M +$74.8K +3,002 +4%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.87M +$169K +6,799 +10%
AWM
65
Alterna Wealth Management
Texas
$1.84M +$95.9K +3,846 +6%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$1.76M +$114K +4,589 +7%
BPWA
67
Beacon Pointe Wealth Advisors
California
$1.72M +$382K +15,328 +29%
SCG
68
Sonata Capital Group
Washington
$1.67M +$450K +18,065 +37%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.65M +$1.39M +55,718 +548%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.52M -$1.62K -65 -0.1%
ECM
71
Exchange Capital Management
Michigan
$1.5M +$119K +4,756 +9%
BCM
72
Bluefin Capital Management
New York
$1.37M +$1.37M +54,927 New
JLBC
73
J.L. Bainbridge & Co
Florida
$1.36M +$298K +11,944 +28%
SB
74
Suntrust Banks
Georgia
$1.33M +$72.7K +2,918 +6%
DADC
75
D.A. Davidson & Co
Montana
$1.3M +$279K +11,179 +27%
1 2
3
4 5

IBDM Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2019, worth a combined $813M — up 8.2% from $752M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDM positions and 12 closed out — a net gain of 13 holders — while 72 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Jane Street, cutting an estimated $1.62M.

  • 161 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $813M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2019.