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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
TCCM
76
Timber Creek Capital Management
Massachusetts
$1.27M -$261K -10,461 -17%
FPS
77
Fieldpoint Private Securities
Connecticut
$1.26M – – –
ADL
78
Asset Dedication LLC
California
$1.24M +$370K +14,862 +43%
NG
79
Northstar Group
New York
$1.22M – – –
QCM
80
Quest Capital Management
Texas
$1.21M +$174 +7 +0%
PWS
81
Peloton Wealth Strategists
Indiana
$1.18M +$461K +18,500 +65%
BII
82
Bainco International Investors
Massachusetts
$1.14M -$3.12K -125 -0.3%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M +$324K +12,991 +42%
MA
84
MCF Advisors
Kentucky
$1.07M +$150 +6 +0%
FAIM
85
Financial Advocates Investment Management
Washington
$1.06M +$24K +963 +2%
AA
86
AlphaMark Advisors
Kentucky
$993K -$58.5K -2,347 -6%
Jane Street
87
Jane Street
New York
$958K -$1.62M -64,840 -63%
AG
88
Advisor Group
Arizona
$911K +$129K +5,179 +17%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$865K +$862K +34,600 New
APA
90
American Portfolios Advisors
New York
$860K +$130K +5,225 +18%
PGAM
91
Princeton Global Asset Management
New Jersey
$837K +$467K +18,724 +127%
PG
92
Patten Group
Tennessee
$807K +$97.2K +3,900 +14%
VCM
93
Vivaldi Capital Management
Illinois
$784K -$562K -22,542 -42%
B
94
Bellecapital
Switzerland
$761K -$3.49K -140 -0.5%
MG
95
Mather Group
Illinois
$760K +$758K +30,396 New
BA
96
Boston Advisors
Massachusetts
$753K +$47.1K +1,889 +7%
ACS
97
Archford Capital Strategies
Illinois
$703K +$36.2K +1,452 +5%
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$687K – – –
CBU
99
CIBC Bank USA
Illinois
$679K – – –
W
100
WealthOne
New York
$659K +$22.4K +898 +4%
2 3
4
5 6

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.