iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
IBCD was delisted on the 30th of March, 2020.
11 hedge funds and large institutions have $24.5M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
11% more capital invested
Capital invested by funds: $22M → $24.5M (+$2.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$255K |
| 5 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.34M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$537K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$10.3K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$5K |
IBCD Hedge Fund Activity: Q2 2014 in Review
11 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q2 2014, worth a combined $24.5M — up 11% from $22M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBCD and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $1.26M. The largest seller was Jane Street, exiting entirely with an estimated $1.34M sold.
- 11 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q2 2014, down from 12 in Q1 2014.
- Funds reported $24.5M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q2 2014, up 11% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q2 2014 and 3 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $1.26M added.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q2 2014 was Jane Street, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2014.