iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
131 hedge funds and large institutions have $579M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 14 closing their positions.
164% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 14
113% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 23
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
20% more funds holding
Funds holding: 109 → 131 (+22)
11% more capital invested
Capital invested by funds: $522M → $579M (+$56.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 2 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$6.63M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.87M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$5.85M |
| 5 |
Morgan Stanley
New York
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$7.44M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.57M |
| 3 |
Jane Street
New York
|
-$2.45M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.79M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWMG
151
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$50K | -2,073 | Closed |
|
152
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
IBDM Hedge Fund Activity: Q4 2018 in Review
131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2018, worth a combined $579M — up 11% from $522M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IBDM positions and 14 closed out — a net gain of 23 holders — while 49 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Stifel Financial, cutting an estimated $7.44M.
- 131 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2018, up from 109 in Q3 2018.
- Funds reported $579M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 37 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2018 and 14 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2018 was Bank of America, an estimated $11.7M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2018 was Stifel Financial, an estimated $7.44M sold.
Based on aggregated 13F filings for Q4 2018.