iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
188 hedge funds and large institutions have $913M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 18 closing their positions.
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
22% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 55
4% more funds holding
Funds holding: 181 → 188 (+7)
6% less capital invested
Capital invested by funds: $968M → $913M (-$55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.4M |
| 2 |
Jane Street
New York
|
+$11.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$10.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$52.1M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.35M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$5.84M |
| 5 |
AWM
Argent Wealth Management
Waltham,
Massachusetts
|
-$5.5M |
IBDM Hedge Fund Activity: Q1 2020 in Review
188 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2020, worth a combined $913M — down 5.7% from $968M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBDM positions and 18 closed out — a net gain of 13 holders — while 67 added to existing stakes and 55 trimmed.
The largest buyer was UBS Group, adding an estimated $14.4M. The largest seller was Capital Advisors Inc, cutting an estimated $52.1M.
- 188 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2020, up from 181 in Q4 2019.
- Funds reported $913M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2020, down 5.7% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2020 and 18 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2020 was UBS Group, an estimated $14.4M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2020 was Capital Advisors Inc, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2020.