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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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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: 11 → 12 (+1)

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$69.2M)

6% more funds holding

Funds holding: 195 → 206 (+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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$13.6M
2
SIC
Sigma Investment Counselors
Michigan
+$10.8M
3
PAG
Private Advisor Group
New Jersey
+$8.01M
4
EWA
EP Wealth Advisors
California
+$7.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
-$10.7M
2
Stifel Financial
Stifel Financial
Missouri
-$7.87M
3
TCOK
Trust Company of Kansas
Kansas
-$6.38M
4
Ameriprise
Ameriprise
Minnesota
-$5.23M
5
Wells Fargo
Wells Fargo
California
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
176
Sowa Financial Group
Rhode Island
$200K +$624 +25 +0.3%
BEI
177
Benjamin Edwards Inc
Missouri
$169K -$88.8K -3,555 -34%
AC
178
AlphaCore Capital
California
$142K +$974 +39 +0.7%
GWM
179
Geneos Wealth Management
Colorado
$137K +$66.9K +2,678 +49%
JHCP
180
Jackson Hole Capital Partners
Oklahoma
$122K – – –
PB
181
Pinnacle Bancorp
Nebraska
$122K +$10K +401 +9%
ASN
182
Advisory Services Network
Georgia
$110K +$36K +1,443 +48%
RIM
183
Rockbridge Investment Management
New York
$74K – – –
PWC
184
PYA Waltman Capital
Tennessee
$72K +$72K +2,882 New
PA
185
Parallel Advisors
California
$66K – – –
CAAS
186
Capital Asset Advisory Services
Michigan
$66K +$43.3K +1,735 +192%
VNA
187
Valley National Advisers
Pennsylvania
$66K +$49.9K +1,998 +310%
GI
188
Gradient Investments
Minnesota
$64K – – –
TCM
189
TD Capital Management
Tennessee
$51K +$350 +14 +0.7%
SNT
190
Security National Trust
West Virginia
$50K – – –
MWP
191
Meridian Wealth Partners
Pennsylvania
$46K +$300 +12 +0.7%
NFG
192
Next Financial Group
Texas
$38K +$225 +9 +0.6%
KPCM
193
Kings Point Capital Management
New York
$36K – – –
AWA
194
Arkadios Wealth Advisors
Georgia
$33K +$33.7K +1,350 New
GEA
195
Glen Eagle Advisors
New Jersey
$30.9K – – –
TF
196
TimeScale Financial
Massachusetts
$30K +$200 +8 +0.7%
CFGS
197
Concourse Financial Group Securities
Alabama
$27K – – –
SFS
198
Sowell Financial Services
Arkansas
$24K +$2.15K +86 +10%
CAL
199
Capital Advisors Ltd
Ohio
$23K – – –
GRP
200
Global Retirement Partners
California
$21K – – –
5 6 7
8
9

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.