iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
105 hedge funds and large institutions have $463M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
145% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 22
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more capital invested
Capital invested by funds: $420M → $463M (+$43.5M)
7% more funds holding
Funds holding: 98 → 105 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.96M |
| 5 |
Jane Street
New York
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$4.15M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.34M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.05M |
| 4 |
Bank of New York Mellon
New York
|
-$610K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$602K |
IBDM Hedge Fund Activity: Q2 2018 in Review
105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2018, worth a combined $463M — up 10% from $420M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDM positions and 5 closed out — a net gain of 9 holders — while 54 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $11.6M. The largest seller was Matthew Goff Investment Advisor, cutting an estimated $4.15M.
- 105 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2018, up from 98 in Q1 2018.
- Funds reported $463M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2018, up 10% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2018 and 5 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $11.6M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2018 was Matthew Goff Investment Advisor, an estimated $4.15M sold.
Based on aggregated 13F filings for Q2 2018.