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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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79 hedge funds and large institutions have $318M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

23% more capital invested

Capital invested by funds: $258M → $318M (+$60.2M)

18% more funds holding

Funds holding: 67 → 79 (+12)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
16
Increased
44
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
BerganKDV Wealth Management
Minnesota
+$21.7M
2
CSA
Cottage Street Advisors
Massachusetts
+$4.37M
3
BTS
BB&T Securities
Virginia
+$3.74M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.56M
5
Bank of America
Bank of America
North Carolina
+$3.51M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$314K
2
Jane Street
Jane Street
New York
-$271K
3
SFS
Sowell Financial Services
Arkansas
-$226K
4
BRWA
B. Riley Wealth Advisors
Florida
-$75.8K
5
BCM
Brookstone Capital Management
Illinois
-$50.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$41.7M +$3.51M +140,976 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$36.2M +$1.16M +46,602 +3%
BWM
3
BerganKDV Wealth Management
Minnesota
$21.6M +$21.7M +871,588 New
CIM
4
Corda Investment Management
Texas
$20.3M +$175K +7,007 +0.9%
HighTower Advisors
5
HighTower Advisors
Illinois
$20.2M – – –
UBS Group
6
UBS Group
Switzerland
$19.3M +$3.07M +123,346 +19%
Morgan Stanley
7
Morgan Stanley
New York
$18.5M +$2.84M +114,148 +18%
UCFA
8
United Capital Financial Advisors
Texas
$13.8M +$305K +12,250 +2%
US Bancorp
9
US Bancorp
Minnesota
$10.4M +$1.06M +42,517 +11%
BTS
10
BB&T Securities
Virginia
$10M +$3.74M +150,301 +59%
Stifel Financial
11
Stifel Financial
Missouri
$9.71M +$555K +22,290 +6%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$9.09M +$3.56M +143,118 +64%
CIA
13
Capital Investment Advisors
Georgia
$6.05M +$353K +14,166 +6%
MGIA
14
Matthew Goff Investment Advisor
Texas
$5.66M +$485K +19,464 +9%
GA
15
Gateway Advisory
New Jersey
$5.65M +$66.1K +2,655 +1%
Wells Fargo
16
Wells Fargo
California
$4.5M +$2.31M +92,644 +104%
CSA
17
Cottage Street Advisors
Massachusetts
$4.35M +$4.37M +175,307 New
LPL Financial
18
LPL Financial
California
$3.77M +$439K +17,622 +13%
Mariner
19
Mariner
Kansas
$3.58M +$381K +15,286 +12%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.42M +$561K +22,510 +19%
CTC
21
Central Trust Company
Missouri
$2.87M +$2.88M +115,769 New
MMHP
22
Murphy Middleton Hinkle & Parker
Georgia
$2.82M +$2.83M +113,770 New
LIM
23
Leavell Investment Management
Alabama
$2.39M +$428K +17,200 +22%
RJA
24
Raymond James & Associates
Florida
$2.39M +$818K +32,828 +52%
LWM
25
Lyell Wealth Management
California
$2.38M +$81.1K +3,255 +4%
1
2 3 4

IBDM Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2017, worth a combined $318M — up 23% from $258M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDM positions and 4 closed out — a net gain of 12 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was BerganKDV Wealth Management, opening a new position worth an estimated $21.7M. The largest seller was Wolverine Trading, exiting entirely with an estimated $314K sold.

  • 79 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $318M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2017, up 23% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2017 was BerganKDV Wealth Management, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2017 was Wolverine Trading, an estimated $314K sold.

Based on aggregated 13F filings for Q4 2017.