iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
109 hedge funds and large institutions have $522M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 9 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 25
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
12% more capital invested
Capital invested by funds: $468M → $522M (+$54.4M)
4% more funds holding
Funds holding: 105 → 109 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.79M |
| 2 |
Morgan Stanley
New York
|
+$5.41M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$5.12M |
| 4 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$3.59M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.98M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.11M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.72M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$1.11M |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
-$876K |
IBDM Hedge Fund Activity: Q3 2018 in Review
109 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2018, worth a combined $522M — up 12% from $468M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDM positions and 9 closed out — a net gain of 4 holders — while 56 added to existing stakes and 25 trimmed.
The largest buyer was UBS Group, adding an estimated $7.79M. The largest seller was Envestnet Asset Management, cutting an estimated $5.98M.
- 109 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2018, up from 105 in Q2 2018.
- Funds reported $522M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2018 and 9 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2018 was UBS Group, an estimated $7.79M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $5.98M sold.
Based on aggregated 13F filings for Q3 2018.