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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 $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 20

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $671M → $752M (+$80.5M)

0% more funds holding

Funds holding: 149 → 149 (0)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$34.1M
2
GI
Gradient Investments
Minnesota
+$7.99M
3
MGIA
Matthew Goff Investment Advisor
Texas
+$4.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4.76M
5
UBS Group
UBS Group
Switzerland
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$8.54M
2
SWP
Stratos Wealth Partners
Ohio
-$5.11M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$4.48M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
CIM
Confluence Investment Management
Missouri
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
Ancora Advisors
Ohio
$499K – – –
CBFP
102
Cedar Brook Financial Partners
Ohio
$497K +$767 +31 +0.2%
BCM
103
Brookstone Capital Management
Illinois
$480K -$40.6K -1,640 -8%
APP
104
Avantax Planning Partners
Iowa
$473K +$19.7K +798 +4%
CIA
105
Covington Investment Advisors
Pennsylvania
$454K +$14.1K +570 +3%
MA
106
MONECO Advisors
Connecticut
$412K +$643 +26 +0.2%
HJA
107
Hugh Johnson Advisors
New York
$410K -$14.7K -592 -3%
FPGK
108
Financial Partners Group (Kansas)
Kansas
$409K -$317K -12,808 -44%
AFC
109
AFT Forsyth & Company
Florida
$399K – – –
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$393K – – –
CWS
111
Cypress Wealth Services
California
$384K +$7.75K +313 +2%
SC
112
Savant Capital
Illinois
$381K +$378K +15,265 New
PGAM
113
Princeton Global Asset Management
New Jersey
$368K +$1.51K +61 +0.4%
B
114
Bridgeworth
Alabama
$363K +$46.1K +1,861 +15%
TTWM
115
TCV Trust & Wealth Management
Virginia
$358K -$63.1K -2,550 -15%
SWM
116
Shakespeare Wealth Management
Wisconsin
$349K +$347K +14,003 New
SMC
117
Smith, Moore & Co
Missouri
$340K +$52.8K +2,135 +19%
ST
118
Spinnaker Trust
Maine
$335K +$49K +1,980 +17%
CA
119
Cetera Advisors
Colorado
$315K – – –
WGCA
120
Wolf Group Capital Advisors
Virginia
$308K – – –
CAM
121
Claret Asset Management
Quebec, Canada
$299K – – –
NFG
122
Next Financial Group
Texas
$264K +$166K +6,710 +173%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$253K +$235K +9,511 +1,463%
RJT
124
Raymond James Trust
Florida
$253K +$251K +10,159 New
RBC
125
Roble Belko & Company
Pennsylvania
$252K – – –
3 4
5
6 7

IBDM Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2019, worth a combined $752M — up 12% from $671M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDM positions and 11 closed out — a net gain of 5 holders — while 87 added to existing stakes and 20 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $34.1M. The largest seller was Stifel Financial, cutting an estimated $8.54M.

  • 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $752M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2019, up 12% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2019 and 11 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $34.1M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2019.