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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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38 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

26% more capital invested

Capital invested by funds: $99M → $125M (+$26M)

23% more funds holding

Funds holding: 31 → 38 (+7)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.5M
2
TC
Trust Company
Kansas
+$4.22M
3
CIM
Corda Investment Management
Texas
+$2.56M
4
Mariner
Mariner
Kansas
+$2.14M
5
HJA
Hugh Johnson Advisors
New York
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$2.77M
2
Jane Street
Jane Street
New York
-$1.07M
3
BA
Boston Advisors
Massachusetts
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.5M +$1.49M +58,932 +6%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$947K +37,358 +9%
UCFA
3
United Capital Financial Advisors
Texas
$10.9M +$809K +31,907 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.3M +$591K +23,324 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.4M – – –
CIM
6
Corda Investment Management
Texas
$9.33M +$2.56M +101,068 +38%
Stifel Financial
7
Stifel Financial
Missouri
$6.85M +$233K +9,174 +4%
UBS Group
8
UBS Group
Switzerland
$5.7M +$4.5M +177,301 +373%
GA
9
Gateway Advisory
New Jersey
$4.75M +$221K +8,703 +5%
TC
10
Trust Company
Kansas
$4.21M +$4.22M +166,257 New
DE
11
Day & Ennis
Georgia
$2.5M +$132K +5,202 +6%
Mariner
12
Mariner
Kansas
$2.35M +$2.14M +84,417 +1,009%
BCM
13
Brookstone Capital Management
Illinois
$2.2M +$384K +15,132 +21%
HJA
14
Hugh Johnson Advisors
New York
$2.12M +$2.12M +83,514 New
Wolverine Trading
15
Wolverine Trading
Illinois
$1.67M +$1.67M +65,983 New
US Bancorp
16
US Bancorp
Minnesota
$1.64M +$1.03M +40,723 +170%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.41M +$74.8K +2,950 +6%
GWA
18
Guidant Wealth Advisors
Illinois
$1.39M +$1.39M +54,991 New
PAG
19
Private Advisor Group
New Jersey
$1.27M – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.2M +$1.2M +47,425 New
LPL Financial
21
LPL Financial
California
$1.03M +$223K +8,784 +27%
VKH
22
Virtu KCG Holdings
New York
$1.03M -$2.77M -109,238 -73%
CIA
23
Capital Investment Advisors
Georgia
$1.01M +$1.01M +39,984 New
BA
24
Boston Advisors
Massachusetts
$923K -$211K -8,327 -19%
PCP
25
Proficio Capital Partners
Massachusetts
$898K – – –
1
2

IBDM Hedge Fund Activity: Q3 2016 in Review

38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2016, worth a combined $125M — up 26% from $99M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDM positions and 1 closed out — a net gain of 8 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $4.5M. The largest seller was Virtu KCG Holdings, cutting an estimated $2.77M.

  • 38 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2016, up from 31 in Q2 2016.
  • Funds reported $125M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2016, up 26% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2016 was UBS Group, an estimated $4.5M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.