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IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

IBDM was delisted on the 15th of December, 2021.

161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 31

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $752M → $813M (+$61.9M)

8% more funds holding

Funds holding: 149161 (+12)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
InterOcean Capital
Illinois
$652K +$650K +26,072 New
CIC
102
Carnegie Investment Counsel
Ohio
$622K
HPC
103
HM Payson & Co
Maine
$586K
BHB
104
Bank Hapoalim BM
Israel
$550K
AA
105
Ancora Advisors
Ohio
$500K
CBFP
106
Cedar Brook Financial Partners
Ohio
$499K +$748 +30 +0.2%
APP
107
Avantax Planning Partners
Iowa
$477K +$897 +36 +0.2%
CIA
108
Covington Investment Advisors
Pennsylvania
$455K
MML Investors Services
109
MML Investors Services
Massachusetts
$446K -$92.2K -3,699 -17%
BCM
110
Brookstone Capital Management
Illinois
$431K -$50.6K -2,029 -11%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$418K +$417K +16,726 New
FGAM
112
Financial Gravity Asset Management
Texas
$410K -$139K -5,567 -25%
CWS
113
Cypress Wealth Services
California
$405K +$20K +804 +5%
MA
114
MONECO Advisors
Connecticut
$404K -$9.35K -375 -2%
AFC
115
AFT Forsyth & Company
Florida
$400K
B
116
Bridgeworth
Alabama
$364K
SWM
117
Shakespeare Wealth Management
Wisconsin
$352K +$2.32K +93 +0.7%
TTWM
118
TCV Trust & Wealth Management
Virginia
$344K -$14.3K -575 -4%
ST
119
Spinnaker Trust
Maine
$336K
DP
120
Dearborn Partners
Illinois
$332K +$331K +13,287 New
SMC
121
Smith, Moore & Co
Missouri
$322K -$18.5K -742 -5%
CA
122
Cetera Advisors
Colorado
$306K
CAM
123
Claret Asset Management
Quebec, Canada
$300K
CC
124
Courier Capital
New York
$293K +$292K +11,700 New
EIA
125
Eldridge Investment Advisors
New Hampshire
$277K +$277K +11,108 New

IBDM Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2019, worth a combined $813M — up 8.2% from $752M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDM positions and 12 closed out — a net gain of 13 holders — while 72 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Jane Street, cutting an estimated $1.62M.

  • 161 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $813M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2019.