We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

IBDM was delisted on the 15th of December, 2021.

53 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

22% more capital invested

Capital invested by funds: $167M → $204M (+$37.2M)

10% more funds holding

Funds holding: 4853 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
30
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$33.6M +$1.31M +53,146 +4%
Bank of America
2
Bank of America
North Carolina
$32.1M +$4.46M +180,121 +16%
Morgan Stanley
3
Morgan Stanley
New York
$13.2M +$1.75M +70,619 +15%
CIM
4
Corda Investment Management
Texas
$13.2M +$2.71M +109,500 +26%
UCFA
5
United Capital Financial Advisors
Texas
$12M +$792K +32,010 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.6M
Stifel Financial
7
Stifel Financial
Missouri
$8.44M +$958K +38,715 +13%
US Bancorp
8
US Bancorp
Minnesota
$7.31M +$2.69M +108,772 +59%
UBS Group
9
UBS Group
Switzerland
$6.85M +$516K +20,874 +8%
Wells Fargo
10
Wells Fargo
California
$6.11M +$5.26M +212,605 +631%
BTS
11
BB&T Securities
Virginia
$5.33M +$5.31M +214,645 New
GA
12
Gateway Advisory
New Jersey
$5.15M +$230K +9,305 +5%
CIA
13
Capital Investment Advisors
Georgia
$4.88M +$2.08M +84,226 +75%
TC
14
Trust Company
Kansas
$4.46M +$354K +14,310 +9%
GWA
15
Guidant Wealth Advisors
Illinois
$4.32M +$1.01M +40,739 +31%
Mariner
16
Mariner
Kansas
$3.13M +$170K +6,855 +6%
Wolverine Trading
17
Wolverine Trading
Illinois
$2.55M +$2.16M +87,479 +569%
PAG
18
Private Advisor Group
New Jersey
$2.38M
DE
19
Day & Ennis
Georgia
$2.3M -$158K -6,406 -6%
LPL Financial
20
LPL Financial
California
$2.16M +$939K +37,943 +77%
HJA
21
Hugh Johnson Advisors
New York
$2.05M -$1.14K -46 -0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.88M +$686K +27,721 +58%
BCM
23
Brookstone Capital Management
Illinois
$1.86M -$173K -7,004 -9%
BRWA
24
B. Riley Wealth Advisors
Florida
$1.59M +$25.8K +1,043 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.5M +$88.5K +3,576 +6%

IBDM Hedge Fund Activity: Q1 2017 in Review

53 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2017, worth a combined $204M — up 22% from $167M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDM positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $5.31M. The largest seller was Jane Street, exiting entirely with an estimated $1.76M sold.

  • 53 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2017, up from 48 in Q4 2016.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2017, up 22% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2017 was BB&T Securities, an estimated $5.31M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2017 was Jane Street, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2017.