iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
201 hedge funds and large institutions have $885M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 98 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
3% more funds holding
Funds holding: 195 → 201 (+6)
6% less capital invested
Capital invested by funds: $947M → $885M (-$61.3M)
58% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 98
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$26.8M |
| 3 |
CA
Calton & Associates
Tampa,
Florida
|
+$4.88M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.73M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$27.9M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$7.38M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$7.37M |
| 4 |
Jane Street
New York
|
-$7.23M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$6.24M |
IBDM Hedge Fund Activity: Q3 2021 in Review
201 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2021, worth a combined $885M — down 6.5% from $947M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBDM positions and 14 closed out — a net gain of 6 holders — while 41 added to existing stakes and 98 trimmed.
The largest buyer was Bank of America, adding an estimated $39.5M. The largest seller was Aptus Capital Advisors, cutting an estimated $27.9M.
- 201 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2021, up from 195 in Q2 2021.
- Funds reported $885M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2021, down 6.5% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2021 and 14 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2021 was Bank of America, an estimated $39.5M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2021 was Aptus Capital Advisors, an estimated $27.9M sold.
Based on aggregated 13F filings for Q3 2021.