iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
IBCD was delisted on the 30th of March, 2020.
12 hedge funds and large institutions have $28.3M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less capital invested
Capital invested by funds: $29.5M → $28.3M (-$1.15M)
8% less funds holding
Funds holding: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$952K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$675K |
| 3 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
+$184K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$183K |
| 5 |
LPL Financial
San Diego,
California
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.62M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$379K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$220K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
IBCD Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q4 2014, worth a combined $28.3M — down 3.9% from $29.5M a quarter earlier.
Fund positioning in IBCD was balanced in Q4 2014: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $952K. The largest seller was Susquehanna International Group, cutting an estimated $2.62M.
- 12 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q4 2014, down from 13 in Q3 2014.
- Funds reported $28.3M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q4 2014, down 3.9% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q4 2014 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $952K added.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q4 2014 was Susquehanna International Group, an estimated $2.62M sold.
Based on aggregated 13F filings for Q4 2014.