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IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

IBDM was delisted on the 15th of December, 2021.

206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$69.2M)

6% more funds holding

Funds holding: 195206 (+11)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Vivaldi Capital Management
Illinois
$690K
FNBOSM
127
First National Bank of South Miami
Florida
$675K +$336K +13,449 +98%
BOPW
128
Brandywine Oak Private Wealth
Pennsylvania
$652K +$185K +7,409 +39%
ICG
129
InterOcean Capital Group
Tennessee
$631K +$633K +25,335 New
W
130
WealthOne
New York
$619K -$39.8K -1,593 -6%
CTA
131
Chesley Taft & Associates
Illinois
$594K +$111K +4,435 +23%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$590K
IA
133
IFG Advisory
Georgia
$583K +$115K +4,607 +24%
CWS
134
Cypress Wealth Services
California
$546K +$548K +21,924 New
MML Investors Services
135
MML Investors Services
Massachusetts
$534K +$18.5K +740 +4%
CIC
136
Carnegie Investment Counsel
Ohio
$519K -$32.5K -1,300 -6%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$517K
APP
138
Avantax Planning Partners
Iowa
$494K +$12.6K +506 +3%
BII
139
Bainco International Investors
Massachusetts
$487K -$98.5K -3,945 -17%
CIA
140
Covington Investment Advisors
Pennsylvania
$480K +$25.6K +1,025 +6%
OMC
141
Old Mission Capital
Illinois
$457K +$205K +8,198 +81%
ST
142
Spinnaker Trust
Maine
$454K +$70K +2,805 +18%
KFAA
143
Klaas Financial Asset Advisors
Illinois
$452K +$453K +18,126 New
CBFP
144
Cedar Brook Financial Partners
Ohio
$447K -$52.9K -2,117 -11%
CAM
145
Claret Asset Management
Quebec, Canada
$442K +$30K +1,200 +7%
PFWA
146
Paces Ferry Wealth Advisors
Georgia
$404K
FRA
147
Front Row Advisors
California
$364K
B
148
Bridgeworth
Alabama
$363K
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$353K -$971K -38,890 -73%
Deutsche Bank
150
Deutsche Bank
Germany
$346K -$89.9K -3,600 -21%

IBDM Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2020, worth a combined $1.1B — up 6.7% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDM positions and 13 closed out — a net gain of 13 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was AlphaMark Advisors, cutting an estimated $10.7M.

  • 206 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2020, up from 195 in Q3 2020.
  • Funds reported $1.1B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2020 was AlphaMark Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.