We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$69.2M)

6% more funds holding

Funds holding: 195206 (+11)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MCF Advisors
Kentucky
$4.96M +$206K +8,268 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$4.79M +$420K +16,802 +10%
LFS
53
Lutz Financial Services
Nebraska
$4.78M -$778K -31,148 -14%
DADC
54
D.A. Davidson & Co
Montana
$4.57M +$729K +29,192 +19%
LWM
55
Lyell Wealth Management
California
$4.33M -$131K -5,244 -3%
BPA
56
Beacon Pointe Advisors
California
$4.12M -$65.4K -2,619 -2%
CSA
57
Cottage Street Advisors
Massachusetts
$3.98M +$1.9K +76 +0%
KNW
58
Kesler Norman & Wride
Utah
$3.97M +$3.98M +159,539 New
CCM
59
Cribstone Capital Management
Maine
$3.88M +$163K +6,534 +4%
SSB
60
Sandy Spring Bank
Maryland
$3.54M +$85.2K +3,410 +2%
PGAM
61
Princeton Global Asset Management
New Jersey
$3.31M +$662K +26,522 +25%
Osaic Holdings
62
Osaic Holdings
Arizona
$3.24M -$210K -8,415 -6%
RWM
63
Ritholtz Wealth Management
New York
$3.19M +$32.6K +1,306 +1%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$3.1M +$142K +5,688 +5%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M +$382K +15,278 +14%
CM
66
Cornerstone Management
Georgia
$2.99M
PWS
67
Peloton Wealth Strategists
Indiana
$2.98M +$355K +14,200 +13%
NB
68
Northwest Bancshares
Pennsylvania
$2.83M -$419K -16,761 -13%
FFIC
69
First Fiduciary Investment Counsel
Ohio
$2.68M +$564K +22,585 +27%
KF
70
Krilogy Financial
Missouri
$2.63M +$22.5K +902 +0.9%
SCG
71
Sonata Capital Group
Washington
$2.6M +$180K +7,200 +7%
MAS
72
Madden Advisory Services
Florida
$2.54M +$2.1M +84,153 +469%
IF
73
Ironwood Financial
Arizona
$2.53M -$20.4K -817 -0.8%
GPA
74
Guidance Point Advisors
Massachusetts
$2.51M -$184K -7,362 -7%
Wolverine Trading
75
Wolverine Trading
Illinois
$2.38M -$1.13M -45,273 -32%

IBDM Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2020, worth a combined $1.1B — up 6.7% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDM positions and 13 closed out — a net gain of 13 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was AlphaMark Advisors, cutting an estimated $10.7M.

  • 206 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2020, up from 195 in Q3 2020.
  • Funds reported $1.1B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2020 was AlphaMark Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.