iShares iBonds Dec 2021 Term Corporate ETF
IBDM
IBDM was delisted on the 15th of December, 2021.
195 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 16 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 53
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
2% more funds holding
Funds holding: 191 → 195 (+4)
0% less capital invested
Capital invested by funds: $1.03B → $1.03B (-$2.09M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $382K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$20.3M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.96M |
| 5 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.05M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$7.92M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$7.36M |
| 4 |
Jane Street
New York
|
-$7.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.59M |
IBDM Hedge Fund Activity: Q3 2020 in Review
195 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q3 2020, worth a combined $1.03B — down 0.2% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IBDM positions and 16 closed out — a net gain of 7 holders — while 86 added to existing stakes and 53 trimmed.
The largest buyer was Obermeyer Wealth Partners, opening a new position worth an estimated $20.3M. The largest seller was Private Advisor Group, exiting entirely with an estimated $8.05M sold.
- 195 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q3 2020, up from 191 in Q2 2020.
- Funds reported $1.03B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q3 2020, down 0.2% quarter-over-quarter.
- 23 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q3 2020 and 16 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q3 2020 was Obermeyer Wealth Partners, an estimated $20.3M added.
- The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q3 2020 was Private Advisor Group, an estimated $8.05M sold.
Based on aggregated 13F filings for Q3 2020.