We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

191 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 48

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $913M → $1.03B (+$117M)

2% more funds holding

Funds holding: 188191 (+3)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.27%
New
25
Increased
85
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
101
Bellecapital
Switzerland
$826K
MG
102
Mather Group
Illinois
$817K +$813K +32,497 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$792K +$54.3K +2,172 +7%
RFC
104
Regions Financial Corp
Alabama
$772K +$449K +17,950 +141%
VCM
105
Vivaldi Capital Management
Illinois
$707K -$16.3K -650 -2%
BII
106
Bainco International Investors
Massachusetts
$698K -$168K -6,725 -20%
OMC
107
Old Mission Capital
Illinois
$687K +$403K +16,106 +144%
AF
108
Arrow Financial
New York
$673K +$127K +5,063 +23%
W
109
WealthOne
New York
$664K +$525 +21 +0.1%
IWC
110
Integrated Wealth Concepts
Massachusetts
$618K +$614K +24,568 New
CIC
111
Carnegie Investment Counsel
Ohio
$557K -$48.7K -1,948 -8%
CHAM
112
Clear Harbor Asset Management
Connecticut
$556K -$446K -17,815 Closed
MML Investors Services
113
MML Investors Services
Massachusetts
$527K +$825 +33 +0.2%
EIA
114
Eldridge Investment Advisors
New Hampshire
$521K -$22K -879 -4%
CBFP
115
Cedar Brook Financial Partners
Ohio
$504K +$700 +28 +0.1%
APP
116
Avantax Planning Partners
Iowa
$478K -$23.1K -925 -5%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$471K -$9.66M -386,037 -95%
FMWA
118
Forvis Mazars Wealth Advisors
Missouri
$471K
CIA
119
Covington Investment Advisors
Pennsylvania
$462K
SPIA
120
Steward Partners Investment Advisory
New York
$456K +$404K +16,144 +809%
AFC
121
AFT Forsyth & Company
Florida
$418K
CAM
122
Claret Asset Management
Quebec, Canada
$416K +$113K +4,525 +38%
W
123
WealthStone
Ohio
$400K +$398K +15,924 New
Deutsche Bank
124
Deutsche Bank
Germany
$383K -$129K -5,175 -25%
CWS
125
Cypress Wealth Services
California
$383K -$4.25K -170 -1%

IBDM Hedge Fund Activity: Q2 2020 in Review

191 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2020, worth a combined $1.03B — up 13% from $913M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDM positions and 21 closed out — a net gain of 4 holders — while 85 added to existing stakes and 48 trimmed.

The largest buyer was AlphaMark Advisors, adding an estimated $21.4M. The largest seller was Gradient Investments, cutting an estimated $13.7M.

  • 191 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2020, up from 188 in Q1 2020.
  • Funds reported $1.03B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2020, up 13% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2020 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2020 was AlphaMark Advisors, an estimated $21.4M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2020 was Gradient Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.