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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
FTUS
151
Flow Traders U.S.
New York
$332K +$333K +13,344 New
SWPG
152
Strategic Wealth Partners Group
Illinois
$330K -$34.6K -1,385 -9%
RJT
153
Raymond James Trust
Florida
$313K
SMC
154
Smith, Moore & Co
Missouri
$299K -$30.3K -1,214 -9%
W
155
WealthStone
Ohio
$297K
CA
156
CGN Advisors
Kansas
$284K +$284K +11,388 New
SI
157
Stephens Inc
Arkansas
$278K
CA
158
Cetera Advisors
Colorado
$270K
WGCA
159
Wolf Group Capital Advisors
Virginia
$270K
NSB
160
Norway Savings Bank
Maine
$267K
BCM
161
Brookstone Capital Management
Illinois
$265K -$1.72K -69 -0.6%
FI
162
FormulaFolio Investments
Michigan
$254K +$254K +10,191 New
RBC
163
Roble Belko & Company
Pennsylvania
$252K
FWM
164
Frontier Wealth Management
Missouri
$249K
LWM
165
Laidlaw Wealth Management
New York
$249K
1SB
166
1ST Source Bank
Indiana
$239K +$240K +9,610 New
CAN
167
Cetera Advisor Networks
California
$223K +$223K +8,933 New
PCG
168
Private Capital Group
Connecticut
$220K
SWM
169
Segment Wealth Management
Texas
$217K -$62.1K -2,485 -22%
CC
170
Courier Capital
New York
$214K -$9.99K -400 -4%
FCA
171
FinTrust Capital Advisors
South Carolina
$212K -$10.9K -438 -5%
EWM
172
Echo Wealth Management
Minnesota
$212K +$212K +8,491 New
GL
173
Graypoint LLC
New York
$204K -$14.1K -565 -6%
NA
174
NewEdge Advisors
Louisiana
$202K
TWA
175
Tillar-Wenstrup Advisors
Ohio
$200K -$2.24M -89,798 -92%

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.