iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
98 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
308% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 12
32% more capital invested
Capital invested by funds: $318M → $420M (+$101M)
24% more funds holding
Funds holding: 79 → 98 (+19)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$28.7M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$9.19M |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$8.08M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.63M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.23M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$809K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$405K |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$372K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
101
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $10K | – | – | – |
|
102
BlackRock
New York
| $3K | – | – | – |
|
|
103
Jane Street
New York
| – | -$1.23M | -49,584 | Closed |
|
|
104
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$405K | -16,349 | Closed |
|
105
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$214K | -8,622 | Closed |
|
IBDM Hedge Fund Activity: Q1 2018 in Review
98 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2018, worth a combined $420M — up 32% from $318M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDM positions and 5 closed out — a net gain of 19 holders — while 49 added to existing stakes and 12 trimmed.
The largest buyer was Stifel Financial, adding an estimated $28.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.23M sold.
- 98 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2018, up from 79 in Q4 2017.
- Funds reported $420M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2018, up 32% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2018 and 5 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2018 was Stifel Financial, an estimated $28.7M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2018 was Jane Street, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2018.