iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
163% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 27
16% more capital invested
Capital invested by funds: $579M → $671M (+$92.4M)
14% more funds holding
Funds holding: 131 → 149 (+18)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$13.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.74M |
| 5 |
Morgan Stanley
New York
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$32.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.38M |
| 3 |
RFO
RiverGlades Family Offices
Naples,
Florida
|
-$4.99M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.02M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
151
Optimum Investment Advisors
Chicago,
Illinois
| $12K | – | – | – |
|
|
ASN
152
Advisory Services Network
Atlanta,
Georgia
| $10K | -$12.3K | -500 | -55% |
|
|
WAM
153
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $10K | – | – | – |
|
|
TA
154
TCG Advisors
Austin,
Texas
| $6K | +$6.16K | +251 | New |
|
|
FRA
155
Front Row Advisors
Tiburon,
California
| $5K | +$4.91K | +200 | New |
|
|
SIS
156
Sound Income Strategies
Ft Lauderdale,
Florida
| $3K | -$20.8K | -847 | -86% |
|
157
BlackRock
New York
| $3K | – | – | – |
|
|
RFO
158
RiverGlades Family Offices
Naples,
Florida
| – | -$4.99M | -204,829 | Closed |
|
|
EIA
159
Eldridge Investment Advisors
Manchester,
New Hampshire
| – | -$247K | -10,145 | Closed |
|
|
FCA
160
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$42K | -1,709 | Closed |
|
|
LNB
161
Ledyard National Bank
| – | -$34K | -1,415 | Closed |
|
162
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$32K | -1,326 | Closed |
|
|
MOS
163
MGO One Seven
Beachwood,
Ohio
| – | -$12K | -519 | Closed |
|
|
AIC
164
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -206 | Closed |
|
IBDM Hedge Fund Activity: Q1 2019 in Review
149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2019, worth a combined $671M — up 16% from $579M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBDM positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 27 trimmed.
The largest buyer was Brandywine Oak Private Wealth, adding an estimated $13.2M. The largest seller was Capital Advisors Inc, cutting an estimated $32.6M.
- 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2019, up from 131 in Q4 2018.
- Funds reported $671M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2019 was Brandywine Oak Private Wealth, an estimated $13.2M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $32.6M sold.
Based on aggregated 13F filings for Q1 2019.