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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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181 hedge funds and large institutions have $968M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 35

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

19% more capital invested

Capital invested by funds: $813M → $968M (+$155M)

12% more funds holding

Funds holding: 161 → 181 (+20)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
33
Increased
85
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$21.7M
2
Ameriprise
Ameriprise
Minnesota
+$16.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.9M
4
UBS Group
UBS Group
Switzerland
+$9.41M
5
Bank of America
Bank of America
North Carolina
+$9.07M

Top Sellers

Rank Fund Capital Flow
1
C
Clearshares
New York
-$2.56M
2
OMC
Old Mission Capital
Illinois
-$2.28M
3
Wolverine Trading
Wolverine Trading
Illinois
-$2.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.76M
5
BCM
Bluefin Capital Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
126
Spinnaker Trust
Maine
$336K – – –
CTA
127
Chesley Taft & Associates
Illinois
$331K +$54.9K +2,200 +20%
CA
128
Cetera Advisors
Colorado
$315K – – –
CC
129
Courier Capital
New York
$308K +$16.2K +650 +6%
CAM
130
Claret Asset Management
Quebec, Canada
$300K – – –
NFG
131
Next Financial Group
Texas
$274K +$9.61K +385 +4%
WGCA
132
Wolf Group Capital Advisors
Virginia
$270K – – –
RJT
133
Raymond James Trust
Florida
$264K +$10.2K +409 +4%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$258K +$258K +10,351 New
IWC
135
Integrated Wealth Concepts
Massachusetts
$258K +$258K +10,326 New
TTWM
136
TCV Trust & Wealth Management
Virginia
$257K -$86.1K -3,450 -25%
RBC
137
Roble Belko & Company
Pennsylvania
$253K – – –
AA
138
Ancora Advisors
Ohio
$250K -$250K -10,000 -50%
VFA
139
Valeo Financial Advisors
Indiana
$250K – – –
CHAM
140
Clear Harbor Asset Management
Connecticut
$245K – – –
WAS
141
Wealth Advisory Solutions
Indiana
$238K +$239K +9,553 New
PPWM
142
PFG Private Wealth Management
Florida
$236K +$237K +9,472 New
IA
143
IFG Advisory
Georgia
$228K +$8.87K +355 +4%
SCP
144
Seizert Capital Partners
Michigan
$227K – – –
KA
145
Kovack Advisors
Florida
$222K +$222K +8,882 New
CCT
146
Country Club Trust
Missouri
$220K -$6.24K -250 -3%
PCG
147
Private Capital Group
Connecticut
$219K +$170K +6,805 +339%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$208K -$3.12K -125 -1%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$208K – – –
SFG
150
Sowa Financial Group
Rhode Island
$198K +$198K +7,933 New
4 5
6
7 8

IBDM Hedge Fund Activity: Q4 2019 in Review

181 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2019, worth a combined $968M — up 19% from $813M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDM positions and 9 closed out — a net gain of 24 holders — while 85 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $21.7M. The largest seller was Clearshares, cutting an estimated $2.56M.

  • 181 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $968M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2019 and 9 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2019 was Truist Financial, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2019 was Clearshares, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2019.