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IBCD

iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD

Delisted

IBCD was delisted on the 30th of March, 2020.

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13 hedge funds and large institutions have $29.5M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

20% more capital invested

Capital invested by funds: $24.5M → $29.5M (+$4.99M)

18% more funds holding

Funds holding: 11 → 13 (+2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.88M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M
3
UCFA
United Capital Financial Advisors
Texas
+$1.49M
4
LPL Financial
LPL Financial
California
+$512K
5
CIM
Confluence Investment Management
Missouri
+$254K

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$401K
2
VKH
Virtu KCG Holdings
New York
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$5.78M -$401K -16,260 -6%
CIM
2
Confluence Investment Management
Missouri
$3.88M +$254K +10,324 +7%
RBCM
3
Raub Brock Capital Management
California
$3.49M +$113K +4,600 +3%
VKH
4
Virtu KCG Holdings
New York
$3.29M -$299K -12,120 -8%
BFA
5
BlackRock Fund Advisors
California
$3.15M – – –
UCFA
6
United Capital Financial Advisors
Texas
$3.09M +$1.49M +60,348 +92%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.01M +$1.52M +61,664 +101%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3M +$1.88M +76,340 +166%
LPL Financial
9
LPL Financial
California
$511K +$512K +20,772 New
U
10
UBS
Switzerland
$129K – – –
Morgan Stanley
11
Morgan Stanley
New York
$76K – – –
PAG
12
Private Advisor Group
New Jersey
$60K – – –
MFS
13
MSI Financial Services
Massachusetts
$6K +$5.91K +240 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2K – – –

IBCD Hedge Fund Activity: Q3 2014 in Review

13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q3 2014, worth a combined $29.5M — up 20% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBCD positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.88M. The largest seller was NewSquare Capital, cutting an estimated $401K.

  • 13 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q3 2014, up from 11 in Q2 2014.
  • Funds reported $29.5M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q3 2014, up 20% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q3 2014 and 0 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $1.88M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q3 2014 was NewSquare Capital, an estimated $401K sold.

Based on aggregated 13F filings for Q3 2014.