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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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61 hedge funds and large institutions have $232M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

15% more funds holding

Funds holding: 53 → 61 (+8)

14% more capital invested

Capital invested by funds: $204M → $232M (+$28.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
30
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.61M
2
Bank of America
Bank of America
North Carolina
+$3.66M
3
CIM
Corda Investment Management
Texas
+$2.33M
4
TCCM
Timber Creek Capital Management
Massachusetts
+$1.68M
5
LIM
Leavell Investment Management
Alabama
+$1.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.54M
2
Wolverine Trading
Wolverine Trading
Illinois
-$2.55M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.01M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
5
TC
Trust Company
Kansas
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$36M +$3.66M +146,522 +11%
CAI
2
Capital Advisors Inc
Oklahoma
$33.5M -$367K -14,709 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.2M – – –
CIM
4
Corda Investment Management
Texas
$15.6M +$2.33M +93,140 +18%
UBS Group
5
UBS Group
Switzerland
$15.5M +$8.61M +344,943 +125%
Morgan Stanley
6
Morgan Stanley
New York
$13.3M -$8.66K -347 -0.1%
UCFA
7
United Capital Financial Advisors
Texas
$13.2M +$1.11M +44,548 +9%
Stifel Financial
8
Stifel Financial
Missouri
$8.87M +$364K +14,569 +4%
US Bancorp
9
US Bancorp
Minnesota
$8.2M +$833K +33,361 +11%
BTS
10
BB&T Securities
Virginia
$5.97M +$602K +24,125 +11%
GA
11
Gateway Advisory
New Jersey
$5.36M +$208K +8,317 +4%
CIA
12
Capital Investment Advisors
Georgia
$5.31M +$399K +15,964 +8%
GWA
13
Guidant Wealth Advisors
Illinois
$4.72M +$387K +15,501 +9%
TC
14
Trust Company
Kansas
$3.87M -$623K -24,935 -14%
PAG
15
Private Advisor Group
New Jersey
$3.33M – – –
Mariner
16
Mariner
Kansas
$3.21M +$53.5K +2,143 +2%
LPL Financial
17
LPL Financial
California
$2.94M +$764K +30,591 +35%
DE
18
Day & Ennis
Georgia
$2.31M -$4.34K -174 -0.2%
BCM
19
Brookstone Capital Management
Illinois
$2.14M +$264K +10,588 +14%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.12M +$230K +9,215 +12%
HJA
21
Hugh Johnson Advisors
New York
$1.94M -$126K -5,049 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.87M +$1.01M +40,286 +117%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.84M +$330K +13,222 +22%
TCCM
24
Timber Creek Capital Management
Massachusetts
$1.68M +$1.68M +67,352 New
BCM
25
Bluefin Capital Management
New York
$1.63M – – –
1
2 3

IBDM Hedge Fund Activity: Q2 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2017, worth a combined $232M — up 14% from $204M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDM positions and 5 closed out — a net gain of 9 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $8.61M. The largest seller was Wells Fargo, cutting an estimated $4.54M.

  • 61 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2017, up from 53 in Q1 2017.
  • Funds reported $232M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2017 and 5 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2017 was UBS Group, an estimated $8.61M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2017 was Wells Fargo, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2017.