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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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181 hedge funds and large institutions have $968M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 35

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

19% more capital invested

Capital invested by funds: $813M → $968M (+$155M)

12% more funds holding

Funds holding: 161 → 181 (+20)

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
33
Increased
85
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$21.7M
2
Ameriprise
Ameriprise
Minnesota
+$16.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.9M
4
UBS Group
UBS Group
Switzerland
+$9.41M
5
Bank of America
Bank of America
North Carolina
+$9.07M

Top Sellers

Rank Fund Capital Flow
1
C
Clearshares
New York
-$2.56M
2
OMC
Old Mission Capital
Illinois
-$2.28M
3
Wolverine Trading
Wolverine Trading
Illinois
-$2.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.76M
5
BCM
Bluefin Capital Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
151
AlphaCore Capital
California
$139K +$139K +5,570 New
NSB
152
Norway Savings Bank
Maine
$137K +$137K +5,505 New
PB
153
Pinnacle Bancorp
Nebraska
$129K – – –
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$123K – – –
HIA
155
Harbor Investment Advisory
Maryland
$101K +$101K +4,030 New
FHA
156
Flagship Harbor Advisors
Massachusetts
$100K – – –
PA
157
Parallel Advisors
California
$98K – – –
BEI
158
Benjamin Edwards Inc
Missouri
$84K +$3.05K +122 +4%
KOCAA
159
Knights of Columbus Asset Advisors
Connecticut
$84K +$83.7K +3,350 New
TF
160
TimeScale Financial
Massachusetts
$65K – – –
ASN
161
Advisory Services Network
Georgia
$55K +$45.1K +1,806 +440%
AWM
162
Avior Wealth Management
Nebraska
$51K +$51.1K +2,048 New
SNT
163
Security National Trust
West Virginia
$50K – – –
TCM
164
TD Capital Management
Tennessee
$50K +$449 +18 +0.9%
GWM
165
Geneos Wealth Management
Colorado
$49K – – –
SPIA
166
Steward Partners Investment Advisory
New York
$49K – – –
Deutsche Bank
167
Deutsche Bank
Germany
$46K +$46K +1,843 New
MWP
168
Meridian Wealth Partners
Pennsylvania
$45K +$44.7K +1,792 New
SCA
169
Stonebridge Capital Advisors
Minnesota
$31K – – –
GEA
170
Glen Eagle Advisors
New Jersey
$30.9K – – –
BWA
171
BDO Wealth Advisors
Florida
$30K – – –
CFGS
172
Concourse Financial Group Securities
Alabama
$27K +$27.2K +1,088 New
CAL
173
Capital Advisors Ltd
Ohio
$23K -$23K -920 -50%
ONST
174
Old North State Trust
North Carolina
$23K – – –
CAAS
175
Capital Asset Advisory Services
Michigan
$23K +$22.5K +903 New
4 5 6
7
8

IBDM Hedge Fund Activity: Q4 2019 in Review

181 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2019, worth a combined $968M — up 19% from $813M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDM positions and 9 closed out — a net gain of 24 holders — while 85 added to existing stakes and 35 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $21.7M. The largest seller was Clearshares, cutting an estimated $2.56M.

  • 181 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $968M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2019 and 9 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2019 was Truist Financial, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2019 was Clearshares, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2019.