iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
13 hedge funds and large institutions have $32M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.
1,351% more capital invested
Capital invested by funds: $2.2M → $32M (+$29.8M)
225% more funds holding
Funds holding: 4 → 13 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.99M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.29M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.15M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$543K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $8.88M | +$8.99M | +365,464 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.85M | +$8.95M | +363,945 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $8.03M | +$7.29M | +296,507 | +881% |
|
|
DE
4
Day & Ennis
Macon,
Georgia
| $2.08M | +$2.1M | +85,546 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.3M | +$10.7K | +437 | +0.8% |
|
|
VKH
6
Virtu KCG Holdings
New York
| $1.13M | +$1.15M | +46,602 | New |
|
7
UBS Group
Zurich,
Switzerland
| $563K | +$540K | +21,955 | +1,825% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $537K | +$543K | +22,086 | New |
|
9
Jane Street
New York
| $384K | +$388K | +15,778 | New |
|
10
Morgan Stanley
New York
| $91K | +$58.6K | +2,381 | +177% |
|
|
IWMPD
11
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $80K | +$80.6K | +3,277 | New |
|
|
PCP
12
Proficio Capital Partners
Newton,
Massachusetts
| $59K | +$59.7K | +2,428 | New |
|
|
BIM
13
BlackRock Investment Management
Wilmington,
Delaware
| $1K | +$1.01K | +41 | New |
|
IBDM Hedge Fund Activity: Q4 2015 in Review
13 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2015, worth a combined $32M — up 1,351% from $2.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDM positions and 0 closed out — a net gain of 9 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.99M.
- 13 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2015, up from 4 in Q3 2015.
- Funds reported $32M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2015, up 1,351% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2015 and 0 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.99M added.
Based on aggregated 13F filings for Q4 2015.