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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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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: 11 → 12 (+1)

7% more capital invested

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

6% more funds holding

Funds holding: 195 → 206 (+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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$13.6M
2
SIC
Sigma Investment Counselors
Michigan
+$10.8M
3
PAG
Private Advisor Group
New Jersey
+$8.01M
4
EWA
EP Wealth Advisors
California
+$7.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
-$10.7M
2
Stifel Financial
Stifel Financial
Missouri
-$7.87M
3
TCOK
Trust Company of Kansas
Kansas
-$6.38M
4
Ameriprise
Ameriprise
Minnesota
-$5.23M
5
Wells Fargo
Wells Fargo
California
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NG
76
Northstar Group
New York
$2.35M – – –
ADL
77
Asset Dedication LLC
California
$2.35M -$2.05K -82 -0.1%
FBB
78
Fulton Breakefield Broenniman
Maryland
$2.26M -$1.21M -48,515 -35%
JLBC
79
J.L. Bainbridge & Co
Florida
$2.26M +$210K +8,413 +10%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.08M +$778K +31,142 +60%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M +$40K +1,600 +2%
PWM
82
Praetorian Wealth Management
California
$1.88M -$47.3K -1,893 -2%
HCM
83
Harvey Capital Management
Florida
$1.79M -$6.77K -271 -0.4%
CIAS
84
CFS Investment Advisory Services
New Jersey
$1.77M +$1.77M +70,931 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$1.71M +$372K +14,903 +28%
ACS
86
Archford Capital Strategies
Illinois
$1.68M -$7.64K -306 -0.5%
FAIM
87
Financial Advocates Investment Management
Washington
$1.44M +$674 +27 +0%
CHAM
88
Clear Harbor Asset Management
Connecticut
$1.4M – – –
AFC
89
AFT Forsyth & Company
Florida
$1.38M +$74.4K +2,980 +6%
QCM
90
Quest Capital Management
Texas
$1.34M – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.31M -$56.5K -2,262 -4%
FPS
92
Fieldpoint Private Securities
Connecticut
$1.26M – – –
ECM
93
Exchange Capital Management
Michigan
$1.26M – – –
AFIMH
94
American Family Insurance Mutual Holding
Wisconsin
$1.24M +$20K +800 +2%
SPIA
95
Steward Partners Investment Advisory
New York
$1.24M -$211K -8,431 -14%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$1.23M +$22.6K +907 +2%
TC
97
Trust Company
Kansas
$1.21M – – –
AWM
98
Alterna Wealth Management
Texas
$1.2M -$102K -4,082 -8%
KCA
99
Karn Couzens & Associates
Connecticut
$1.16M +$1.16M +46,645 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.16M +$211K +8,430 +22%
2 3
4
5 6

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.