iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
IBCD was delisted on the 30th of March, 2020.
17 hedge funds and large institutions have $22.5M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more funds holding
Funds holding: 15 → 17 (+2)
12% less capital invested
Capital invested by funds: $25.5M → $22.5M (-$2.98M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$309K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$263K |
| 3 |
LPL Financial
San Diego,
California
|
+$247K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$27.5K |
| 5 |
BAM
Barrett Asset Management
New York
|
+$9.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.6M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$796K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$358K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$227K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$134K |
IBCD Hedge Fund Activity: Q1 2016 in Review
17 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q1 2016, worth a combined $22.5M — down 12% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBCD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $309K. The largest seller was Susquehanna International Group, cutting an estimated $2.6M.
- 17 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q1 2016, up from 15 in Q4 2015.
- Funds reported $22.5M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q1 2016, down 12% quarter-over-quarter.
- 4 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q1 2016 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q1 2016 was Confluence Investment Management, an estimated $309K added.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q1 2016 was Susquehanna International Group, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2016.