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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
VFA
126
Valeo Financial Advisors
Indiana
$250K – – –
CCT
127
Country Club Trust
Missouri
$236K -$14.8K -600 -6%
VAG
128
VisionPoint Advisory Group
Texas
$233K -$235K -9,500 -50%
SCP
129
Seizert Capital Partners
Michigan
$227K – – –
HL
130
HeadInvest LLC
Maine
$227K +$225K +9,100 New
CTA
131
Chesley Taft & Associates
Illinois
$209K +$208K +8,400 New
CAN
132
Cetera Advisor Networks
California
$208K – – –
PCP
133
Proficio Capital Partners
Massachusetts
$188K -$113K -4,553 -38%
PB
134
Pinnacle Bancorp
Nebraska
$129K – – –
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$123K – – –
HCM
136
HMS Capital Management
Tennessee
$122K +$121K +4,884 New
FHA
137
Flagship Harbor Advisors
Massachusetts
$99K +$39.6K +1,600 +67%
PA
138
Parallel Advisors
California
$98K – – –
GWM
139
Geneos Wealth Management
Colorado
$89K +$1.11K +45 +1%
BEI
140
Benjamin Edwards Inc
Missouri
$82K -$38K -1,534 -32%
TF
141
TimeScale Financial
Massachusetts
$65K +$64.6K +2,610 New
SPIA
142
Steward Partners Investment Advisory
New York
$49K +$49.4K +1,995 New
SCA
143
Stonebridge Capital Advisors
Minnesota
$31K +$31.2K +1,261 New
GEA
144
Glen Eagle Advisors
New Jersey
$30.9K – – –
BWA
145
BDO Wealth Advisors
Florida
$29K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$27K – – –
William Blair & Company
147
William Blair & Company
Illinois
$21K – – –
AF
148
Advisornet Financial
Minnesota
$20K – – –
VNA
149
Valley National Advisers
Pennsylvania
$16K – – –
AWM
150
AllSquare Wealth Management
New York
$15K – – –
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.