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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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181 hedge funds and large institutions have $968M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 35

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

19% more capital invested

Capital invested by funds: $813M → $968M (+$155M)

12% more funds holding

Funds holding: 161 → 181 (+20)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
33
Increased
85
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$21.7M
2
Ameriprise
Ameriprise
Minnesota
+$16.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.9M
4
UBS Group
UBS Group
Switzerland
+$9.41M
5
Bank of America
Bank of America
North Carolina
+$9.07M

Top Sellers

Rank Fund Capital Flow
1
C
Clearshares
New York
-$2.56M
2
OMC
Old Mission Capital
Illinois
-$2.28M
3
Wolverine Trading
Wolverine Trading
Illinois
-$2.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.76M
5
BCM
Bluefin Capital Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$3.23M +$3.23M +129,436 New
KF
52
Krilogy Financial
Missouri
$3M -$25.9K -1,039 -0.9%
VVP
53
Venture Visionary Partners
Ohio
$2.99M +$2.99M +119,905 New
HFRG
54
Houlihan Financial Resource Group
Virginia
$2.88M +$2.88M +115,389 New
RWM
55
Ritholtz Wealth Management
New York
$2.8M +$346K +13,863 +14%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.64M +$364K +14,572 +16%
BPA
57
Beacon Pointe Advisors
California
$2.63M +$393K +15,731 +17%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.5M +$176K +7,040 +8%
FFIC
59
First Fiduciary Investment Counsel
Ohio
$2.5M +$317K +12,675 +15%
AFIMH
60
American Family Insurance Mutual Holding
Wisconsin
$2.5M +$2.5M +100,000 New
FBB
61
Fulton Breakefield Broenniman
Maryland
$2.46M +$231K +9,270 +10%
LF
62
LifeSteps Financial
California
$2.44M +$2.44M +97,840 New
ADL
63
Asset Dedication LLC
California
$2.43M +$1.2M +48,067 +97%
DADC
64
D.A. Davidson & Co
Montana
$2.37M +$1.08M +43,072 +83%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.33M +$184K +7,361 +9%
SSB
66
Sandy Spring Bank
Maryland
$2.33M +$360K +14,405 +18%
WI
67
WrapManager Inc
California
$2.21M +$19.9K +796 +0.9%
SCG
68
Sonata Capital Group
Washington
$2.1M +$429K +17,180 +26%
RCA
69
Resonant Capital Advisors
Wisconsin
$2.09M +$2.09M +83,687 New
IAS
70
IMA Advisory Services
Colorado
$1.93M +$49.1K +1,965 +3%
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.92M +$59.9K +2,400 +3%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$1.87M +$113K +4,514 +6%
HCM
73
Harvey Capital Management
Florida
$1.82M -$111K -4,464 -6%
NG
74
Northstar Group
New York
$1.75M – – –
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M +$631K +25,282 +58%
1 2
3
4 5

IBDM Hedge Fund Activity: Q4 2019 in Review

181 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2019, worth a combined $968M — up 19% from $813M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDM positions and 9 closed out — a net gain of 24 holders — while 85 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $21.7M. The largest seller was Clearshares, cutting an estimated $2.56M.

  • 181 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $968M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2019 and 9 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2019 was Truist Financial, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2019 was Clearshares, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2019.