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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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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: 188 → 191 (+3)

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
+$21.4M
2
Wells Fargo
Wells Fargo
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$10.2M
4
US Bancorp
US Bancorp
Minnesota
+$6.44M
5
Jane Street
Jane Street
New York
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$13.7M
2
HighTower Advisors
HighTower Advisors
Illinois
-$10.9M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$9.66M
4
TWA
Tillar-Wenstrup Advisors
Ohio
-$7.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
126
Chesley Taft & Associates
Illinois
$382K +$37.5K +1,500 +11%
B
127
Bridgeworth
Alabama
$366K – – –
Citadel Advisors
128
Citadel Advisors
Florida
$340K -$7.89M -315,401 -96%
IA
129
IFG Advisory
Georgia
$340K +$118K +4,705 +53%
ST
130
Spinnaker Trust
Maine
$338K – – –
SMC
131
Smith, Moore & Co
Missouri
$330K +$2.05K +82 +0.6%
CA
132
Cetera Advisors
Colorado
$330K +$328K +13,106 New
CC
133
Courier Capital
New York
$310K – – –
RCA
134
Resonant Capital Advisors
Wisconsin
$303K -$1.49M -59,523 -83%
FNBOSM
135
First National Bank of South Miami
Florida
$291K +$221K +8,828 +323%
SWPG
136
Strategic Wealth Partners Group
Illinois
$278K -$20.7K -828 -7%
WGCA
137
Wolf Group Capital Advisors
Virginia
$272K – – –
SWM
138
Segment Wealth Management
Texas
$262K +$260K +10,400 New
SG
139
StoneX Group
New York
$256K +$255K +10,190 New
MAS
140
Madden Advisory Services
Florida
$256K +$255K +10,200 New
RBC
141
Roble Belko & Company
Pennsylvania
$254K – – –
KA
142
Kovack Advisors
Florida
$249K – – –
NSB
143
Norway Savings Bank
Maine
$249K +$10K +400 +4%
BCM
144
Brookstone Capital Management
Illinois
$245K -$78.9K -3,153 -24%
SPP
145
Single Point Partners
Massachusetts
$245K +$236K +9,453 New
WWM
146
WJ Wealth Management
Arizona
$240K +$238K +9,520 New
FTUS
147
Flow Traders U.S.
New York
$233K +$232K +9,264 New
BEI
148
Benjamin Edwards Inc
Missouri
$231K +$119K +4,754 +107%
ABC
149
Associated Banc-Corp
Wisconsin
$230K +$229K +9,160 New
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$226K +$225K +9,000 New
4 5
6
7 8

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.