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IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 31

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more capital invested

Capital invested by funds: $752M → $813M (+$61.9M)

8% more funds holding

Funds holding: 149161 (+12)

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$49K
CAL
152
Capital Advisors Ltd
Ohio
$46K +$45.9K +1,840 New
SFS
153
Sowell Financial Services
Arkansas
$42K +$41.8K +1,675 New
SCA
154
Stonebridge Capital Advisors
Minnesota
$32K
GEA
155
Glen Eagle Advisors
New Jersey
$31K
BWA
156
BDO Wealth Advisors
Florida
$30K
William Blair & Company
157
William Blair & Company
Illinois
$21K
GRP
158
Global Retirement Partners
California
$21K +$21.3K +855 New
AF
159
Advisornet Financial
Minnesota
$20K
VNA
160
Valley National Advisers
Pennsylvania
$16K
GWAG
161
Garrett Wealth Advisory Group
Texas
$15.7K
AWM
162
AllSquare Wealth Management
New York
$15K
FRA
163
Front Row Advisors
California
$15K +$9.97K +400 +200%
OIA
164
Optimum Investment Advisors
Illinois
$12K
ASN
165
Advisory Services Network
Georgia
$10K
FAAS
166
First Allied Advisory Services
California
$9K
SB
167
Strategic Blueprint
Georgia
$9K +$8.8K +353 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$8K +$7.48K +300 New
CYG
169
Clean Yield Group
Vermont
$7K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$6K +$5.86K +235 New
BlackRock
171
BlackRock
New York
$3K
SIS
172
Sound Income Strategies
Florida
$2K -$1.02K -41 -30%
Baird Financial Group
173
Baird Financial Group
Wisconsin
-$775K -31,090 Closed
IWC
174
Integrated Wealth Concepts
Massachusetts
-$729K -29,232 Closed
RCAG
175
Rehmann Capital Advisory Group
Michigan
-$600K -24,050 Closed

IBDM Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2019, worth a combined $813M — up 8.2% from $752M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDM positions and 12 closed out — a net gain of 13 holders — while 72 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.04M. The largest seller was Jane Street, cutting an estimated $1.62M.

  • 161 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $813M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2019 and 12 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2019 was Private Advisor Group, an estimated $9.04M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2019.