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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 $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

16% more capital invested

Capital invested by funds: $579M → $671M (+$92.4M)

14% more funds holding

Funds holding: 131 → 149 (+18)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.2M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
UBS Group
UBS Group
Switzerland
+$10M
4
GI
Gradient Investments
Minnesota
+$6.74M
5
Morgan Stanley
Morgan Stanley
New York
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$32.6M
2
Stifel Financial
Stifel Financial
Missouri
-$8.38M
3
RFO
RiverGlades Family Offices
Florida
-$4.99M
4
AL
Aspiriant LLC
California
-$3.02M
5
NA
NewEdge Advisors
Louisiana
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
101
TCV Trust & Wealth Management
Virginia
$418K -$2.08K -85 -0.5%
MA
102
MONECO Advisors
Connecticut
$408K +$144K +5,882 +55%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$403K +$149K +6,081 +60%
DADC
104
D.A. Davidson & Co
Montana
$397K +$86.9K +3,541 +28%
AFC
105
AFT Forsyth & Company
Florida
$396K – – –
W
106
WealthOne
New York
$381K +$378K +15,426 New
NG
107
Northstar Group
New York
$376K – – –
CWS
108
Cypress Wealth Services
California
$373K +$74 +3 +0%
PGAM
109
Princeton Global Asset Management
New Jersey
$363K +$47.4K +1,933 +15%
WGCA
110
Wolf Group Capital Advisors
Virginia
$362K – – –
PWS
111
Peloton Wealth Strategists
Indiana
$339K +$336K +13,700 New
SHCM
112
Stokes & Hubbell Capital Management
Louisiana
$315K +$313K +12,750 New
B
113
Bridgeworth
Alabama
$314K +$312K +12,707 New
CWM
114
Cornerstone Wealth Management
Missouri
$312K +$170K +6,937 New
PCP
115
Proficio Capital Partners
Massachusetts
$299K -$45.1K -1,840 -13%
CAM
116
Claret Asset Management
Quebec, Canada
$297K +$294K +12,000 New
SMC
117
Smith, Moore & Co
Missouri
$284K +$21.4K +872 +8%
ST
118
Spinnaker Trust
Maine
$283K +$282K +11,484 New
IWC
119
Integrated Wealth Concepts
Massachusetts
$281K +$279K +11,357 New
RBC
120
Roble Belko & Company
Pennsylvania
$250K – – –
CCT
121
Country Club Trust
Missouri
$249K -$8.59K -350 -3%
VFA
122
Valeo Financial Advisors
Indiana
$248K – – –
M&T Bank
123
M&T Bank
New York
$247K -$108K -4,405 -31%
SCP
124
Seizert Capital Partners
Michigan
$225K – – –
CA
125
Cetera Advisors
Colorado
$224K – – –
3 4
5
6 7

IBDM Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2019, worth a combined $671M — up 16% from $579M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDM positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Brandywine Oak Private Wealth, adding an estimated $13.2M. The largest seller was Capital Advisors Inc, cutting an estimated $32.6M.

  • 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $671M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2019 was Brandywine Oak Private Wealth, an estimated $13.2M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2019.