We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

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

Back to rankings

149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

163% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 27

16% more capital invested

Capital invested by funds: $579M → $671M (+$92.4M)

14% more funds holding

Funds holding: 131 → 149 (+18)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.2M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
UBS Group
UBS Group
Switzerland
+$10M
4
GI
Gradient Investments
Minnesota
+$6.74M
5
Morgan Stanley
Morgan Stanley
New York
+$5.53M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
-$32.6M
2
Stifel Financial
Stifel Financial
Missouri
-$8.38M
3
RFO
RiverGlades Family Offices
Florida
-$4.99M
4
AL
Aspiriant LLC
California
-$3.02M
5
NA
NewEdge Advisors
Louisiana
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$67.3M +$3.19M +130,190 +5%
UBS Group
2
UBS Group
Switzerland
$46.9M +$10M +407,913 +27%
Morgan Stanley
3
Morgan Stanley
New York
$40.4M +$5.53M +225,229 +16%
BWM
4
BerganKDV Wealth Management
Minnesota
$25.1M +$166K +6,752 +0.7%
Stifel Financial
5
Stifel Financial
Missouri
$24.9M -$8.38M -341,520 -25%
Wells Fargo
6
Wells Fargo
California
$24.8M +$1.8M +73,500 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$24.2M – – –
RJA
8
Raymond James & Associates
Florida
$23.4M +$12.6M +515,010 +120%
CIM
9
Corda Investment Management
Texas
$21.4M +$464K +18,900 +2%
US Bancorp
10
US Bancorp
Minnesota
$19.2M +$3.02M +122,941 +19%
LPL Financial
11
LPL Financial
California
$15.7M +$4.57M +186,490 +42%
BTS
12
BB&T Securities
Virginia
$15.5M +$1.31M +53,355 +9%
GI
13
Gradient Investments
Minnesota
$14.6M +$6.74M +274,566 +87%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$13.4M +$13.2M +539,285 +13,067%
ACA
15
Aptus Capital Advisors
Alabama
$12.6M +$3.67M +149,600 +42%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$12.5M +$916K +37,327 +8%
RW
17
RVW Wealth
California
$12.4M +$12.3M +501,370 New
MCM
18
MV Capital Management
Maryland
$10.8M +$5.16M +210,527 +94%
SIC
19
Sigma Investment Counselors
Michigan
$9.29M +$3.06M +124,604 +50%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.12M -$1.05M -42,984 -10%
CIA
21
Capital Investment Advisors
Georgia
$9M +$762K +31,082 +9%
LFS
22
Lutz Financial Services
Nebraska
$8.88M +$1.5M +61,132 +20%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$8.54M +$982K +40,041 +13%
CSA
24
Cottage Street Advisors
Massachusetts
$8.37M +$369K +15,041 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.74M +$608K +24,786 +9%
1
2 3 4 5

IBDM Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2019, worth a combined $671M — up 16% from $579M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDM positions and 8 closed out — a net gain of 20 holders — while 71 added to existing stakes and 27 trimmed.

The largest buyer was Brandywine Oak Private Wealth, adding an estimated $13.2M. The largest seller was Capital Advisors Inc, cutting an estimated $32.6M.

  • 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $671M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2019 was Brandywine Oak Private Wealth, an estimated $13.2M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2019.