iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
149 hedge funds and large institutions have $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.
335% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 20
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $671M → $752M (+$80.5M)
0% more funds holding
Funds holding: 149 → 149 (0)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$34.1M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$7.99M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$4.8M |
| 4 |
Morgan Stanley
New York
|
+$4.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$8.54M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.11M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$4.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.94M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.64M |
IBDM Hedge Fund Activity: Q2 2019 in Review
149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q2 2019, worth a combined $752M — up 12% from $671M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDM positions and 11 closed out — a net gain of 5 holders — while 87 added to existing stakes and 20 trimmed.
The largest buyer was Capital Advisors Inc, adding an estimated $34.1M. The largest seller was Stifel Financial, cutting an estimated $8.54M.
- 149 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $752M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q2 2019 and 11 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $34.1M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $8.54M sold.
Based on aggregated 13F filings for Q2 2019.