We are live on ! Find out more
IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$69.2M)

6% more funds holding

Funds holding: 195206 (+11)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$85.8M +$6.07M +243,206 +8%
UBS Group
2
UBS Group
Switzerland
$75.6M +$321K +12,862 +0.4%
ACA
3
Aptus Capital Advisors
Alabama
$67.9M +$13.6M +544,799 +25%
Morgan Stanley
4
Morgan Stanley
New York
$61.5M +$2.14M +85,668 +4%
US Bancorp
5
US Bancorp
Minnesota
$39.3M +$4.27M +171,018 +12%
Wells Fargo
6
Wells Fargo
California
$36.8M -$3.18M -127,413 -8%
BWM
7
BerganKDV Wealth Management
Minnesota
$32.5M +$2.31M +92,427 +8%
RJA
8
Raymond James & Associates
Florida
$29.4M +$735K +29,426 +3%
LPL Financial
9
LPL Financial
California
$28.8M +$423K +16,939 +1%
Truist Financial
10
Truist Financial
North Carolina
$28.2M +$1.77M +70,951 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$26.3M +$1.28M +51,370 +5%
Ameriprise
12
Ameriprise
Minnesota
$25.9M -$5.23M -209,230 -17%
HighTower Advisors
13
HighTower Advisors
Illinois
$24.8M
CIM
14
Corda Investment Management
Texas
$22.9M -$44.2K -1,770 -0.2%
OWP
15
Obermeyer Wealth Partners
Colorado
$19.5M -$723K -28,934 -4%
SIC
16
Sigma Investment Counselors
Michigan
$17.2M +$10.8M +431,573 +166%
RW
17
RVW Wealth
California
$17M +$1.48M +59,463 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.9M +$1.04M +41,629 +7%
MCM
19
MV Capital Management
Maryland
$16M +$198K +7,927 +1%
MGIA
20
Matthew Goff Investment Advisor
Texas
$13.4M -$261K -10,463 -2%
SWP
21
Stratos Wealth Partners
Ohio
$13.2M
AA
22
AlphaMark Advisors
Kentucky
$11.9M -$10.7M -430,290 -47%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$11.9M -$3.15M -125,942 -21%
CIA
24
Capital Investment Advisors
Georgia
$11.8M +$1.14M +45,714 +11%
Citadel Advisors
25
Citadel Advisors
Florida
$11.2M +$6.94M +277,870 +162%

IBDM Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2020, worth a combined $1.1B — up 6.7% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDM positions and 13 closed out — a net gain of 13 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was AlphaMark Advisors, cutting an estimated $10.7M.

  • 206 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2020, up from 195 in Q3 2020.
  • Funds reported $1.1B of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2020 and 13 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2020 was AlphaMark Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.