We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

IBDM was delisted on the 15th of December, 2021.

Back to rankings

191 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 48

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $913M → $1.03B (+$117M)

2% more funds holding

Funds holding: 188 → 191 (+3)

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.27%
New
25
Increased
85
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
+$21.4M
2
Wells Fargo
Wells Fargo
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$10.2M
4
US Bancorp
US Bancorp
Minnesota
+$6.44M
5
Jane Street
Jane Street
New York
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$13.7M
2
HighTower Advisors
HighTower Advisors
Illinois
-$10.9M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$9.66M
4
TWA
Tillar-Wenstrup Advisors
Ohio
-$7.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
51
Cottage Street Advisors
Massachusetts
$4.28M -$30.9K -1,235 -0.7%
Wolverine Trading
52
Wolverine Trading
Illinois
$4.02M +$3.14M +125,398 +363%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$3.49M +$188K +7,497 +6%
IAN
54
Integrated Advisors Network
Texas
$3.37M +$3.35M +134,071 New
NB
55
Northwest Bancshares
Pennsylvania
$3.28M +$3.26M +130,500 New
Osaic Holdings
56
Osaic Holdings
Arizona
$3.27M -$246K -9,818 -7%
CCM
57
Cribstone Capital Management
Maine
$3.19M +$3.18M +126,979 New
FBB
58
Fulton Breakefield Broenniman
Maryland
$3.19M +$449K +17,970 +16%
KF
59
Krilogy Financial
Missouri
$3.17M +$1.56M +62,211 +97%
GPA
60
Guidance Point Advisors
Massachusetts
$3.16M -$510K -20,404 -14%
RWM
61
Ritholtz Wealth Management
New York
$3.13M +$241K +9,637 +8%
CM
62
Cornerstone Management
Georgia
$3.02M +$3M +119,905 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$2.95M +$191K +7,653 +7%
SSB
64
Sandy Spring Bank
Maryland
$2.92M +$265K +10,585 +10%
DADC
65
D.A. Davidson & Co
Montana
$2.82M +$354K +14,164 +14%
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$2.52M – – –
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M +$2.5M +99,906 New
IF
68
Ironwood Financial
Arizona
$2.3M +$2.16M +86,431 +1,696%
SCG
69
Sonata Capital Group
Washington
$2.29M +$107K +4,280 +5%
PWS
70
Peloton Wealth Strategists
Indiana
$2.25M +$250K +10,000 +13%
NG
71
Northstar Group
New York
$2.2M – – –
JLBC
72
J.L. Bainbridge & Co
Florida
$2.07M +$248K +9,933 +14%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M -$25K -1,000 -1%
PWM
74
Praetorian Wealth Management
California
$2M +$1.99M +79,392 New
PGAM
75
Princeton Global Asset Management
New Jersey
$1.92M +$969K +38,741 +103%
1 2
3
4 5

IBDM Hedge Fund Activity: Q2 2020 in Review

191 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2020, worth a combined $1.03B — up 13% from $913M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDM positions and 21 closed out — a net gain of 4 holders — while 85 added to existing stakes and 48 trimmed.

The largest buyer was AlphaMark Advisors, adding an estimated $21.4M. The largest seller was Gradient Investments, cutting an estimated $13.7M.

  • 191 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2020, up from 188 in Q1 2020.
  • Funds reported $1.03B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2020, up 13% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2020 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2020 was AlphaMark Advisors, an estimated $21.4M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2020 was Gradient Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.