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.

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: 188191 (+3)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$1.91M -$316K -12,625 -14%
WI
77
WrapManager Inc
California
$1.86M +$252K +10,084 +16%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$1.8M +$38.4K +1,537 +2%
HCM
79
Harvey Capital Management
Florida
$1.66M +$116K +4,626 +8%
AWM
80
Alterna Wealth Management
Texas
$1.61M -$225K -9,008 -12%
TWA
81
Tillar-Wenstrup Advisors
Ohio
$1.56M -$7.98M -319,242 -84%
ACS
82
Archford Capital Strategies
Illinois
$1.5M +$535K +21,386 +56%
FAIM
83
Financial Advocates Investment Management
Washington
$1.48M +$228K +9,102 +18%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$1.43M +$240K +9,602 +20%
FPS
85
Fieldpoint Private Securities
Connecticut
$1.38M +$105K +4,191 +8%
QCM
86
Quest Capital Management
Texas
$1.35M
MMHP
87
Murphy Middleton Hinkle & Parker
Georgia
$1.32M -$35.6K -1,425 -3%
ECM
88
Exchange Capital Management
Michigan
$1.29M -$32.9K -1,317 -2%
CIM
89
Confluence Investment Management
Missouri
$1.23M +$41.7K +1,667 +4%
TCCM
90
Timber Creek Capital Management
Massachusetts
$1.17M -$6.5K -260 -0.6%
KCM
91
Kathmere Capital Management
Pennsylvania
$1.17M +$5.2K +208 +0.5%
APA
92
American Portfolios Advisors
New York
$1.11M +$100K +4,000 +10%
HPC
93
HM Payson & Co
Maine
$1.09M +$250K +10,000 +30%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$1.08M +$101K +4,045 +10%
IC
95
InterOcean Capital
Illinois
$964K +$2.8K +112 +0.3%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$942K +$5.8K +232 +0.6%
SFO
97
Stokes Family Office
Louisiana
$924K
PG
98
Patten Group
Tennessee
$899K -$80K -3,200 -8%
MA
99
MONECO Advisors
Connecticut
$893K +$50.8K +2,032 +6%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$889K

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.