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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 $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 20

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $671M → $752M (+$80.5M)

0% more funds holding

Funds holding: 149 → 149 (0)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$34.1M
2
GI
Gradient Investments
Minnesota
+$7.99M
3
MGIA
Matthew Goff Investment Advisor
Texas
+$4.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4.76M
5
UBS Group
UBS Group
Switzerland
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$8.54M
2
SWP
Stratos Wealth Partners
Ohio
-$5.11M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$4.48M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
CIM
Confluence Investment Management
Missouri
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MCF Advisors
Kentucky
$1.07M +$2.99K +121 +0.3%
JLBC
77
J.L. Bainbridge & Co
Florida
$1.05M +$144K +5,810 +16%
AA
78
AlphaMark Advisors
Kentucky
$1.05M +$54.4K +2,200 +6%
FAIM
79
Financial Advocates Investment Management
Washington
$1.03M +$10.7K +431 +1%
DADC
80
D.A. Davidson & Co
Montana
$1.02M +$613K +24,782 +154%
ADL
81
Asset Dedication LLC
California
$861K +$251K +10,129 +41%
AG
82
Advisor Group
Arizona
$780K +$278K +11,228 +56%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$775K +$28.9K +1,169 +4%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$765K +$356K +14,402 +88%
B
85
Bellecapital
Switzerland
$763K +$757K +30,592 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$729K +$442K +17,875 +157%
APA
87
American Portfolios Advisors
New York
$727K +$19.9K +805 +3%
PWS
88
Peloton Wealth Strategists
Indiana
$711K +$366K +14,800 +108%
PG
89
Patten Group
Tennessee
$708K +$702K +28,385 New
BA
90
Boston Advisors
Massachusetts
$704K -$24.7K -1,000 -3%
CBU
91
CIBC Bank USA
Illinois
$677K – – –
ACS
92
Archford Capital Strategies
Illinois
$664K +$101K +4,090 +18%
NG
93
Northstar Group
New York
$643K – – –
W
94
WealthOne
New York
$635K +$248K +10,038 +65%
CIC
95
Carnegie Investment Counsel
Ohio
$620K -$193K -7,800 -24%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$600K +$164K +6,610 +38%
HPC
97
HM Payson & Co
Maine
$585K – – –
BHB
98
Bank Hapoalim BM
Israel
$576K – – –
FGAM
99
Financial Gravity Asset Management
Texas
$548K -$100K -4,041 -16%
MML Investors Services
100
MML Investors Services
Massachusetts
$537K -$1.73M -69,905 -76%
2 3
4
5 6

IBDM Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2019, worth a combined $752M — up 12% from $671M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDM positions and 11 closed out — a net gain of 5 holders — while 87 added to existing stakes and 20 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $34.1M. The largest seller was Stifel Financial, cutting an estimated $8.54M.

  • 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $752M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2019, up 12% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2019 and 11 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $34.1M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2019.