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IBCD

iShares iBonds Mar 2020 Term Corporate ex-Financials ETF

Delisted

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

18 hedge funds and large institutions have $31.5M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $33.1M → $31.5M (-$1.63M)

10% less funds holding

Funds holding: 2018 (-2)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$8.04M +$1.09M +44,178 +16%
Bank of America
2
Bank of America
North Carolina
$5.29M -$437K -17,682 -8%
UBS Group
3
UBS Group
Switzerland
$3.5M +$920K +37,211 +35%
NC
4
NewSquare Capital
Pennsylvania
$3.38M -$152K -6,168 -4%
BFA
5
BlackRock Fund Advisors
California
$3.16M
Morgan Stanley
6
Morgan Stanley
New York
$2.76M +$223K +9,017 +9%
Jane Street
7
Jane Street
New York
$1.75M +$1.75M +71,010 New
VKH
8
Virtu KCG Holdings
New York
$1.3M -$2.72M -110,205 -68%
Ameriprise
9
Ameriprise
Minnesota
$687K -$83.4K -3,376 -11%
Citadel Advisors
10
Citadel Advisors
Florida
$608K -$283K -11,445 -32%
HighTower Advisors
11
HighTower Advisors
Illinois
$337K
Wolverine Trading
12
Wolverine Trading
Illinois
$245K -$738K -29,847 -75%
DADC
13
D.A. Davidson & Co
Montana
$197K -$8.65K -350 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$167K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$47K +$7.44K +301 +19%
CCM
16
Cribstone Capital Management
Maine
$26K
BAM
17
Barrett Asset Management
New York
$10K
MFS
18
MSI Financial Services
Massachusetts
$10K +$74 +3 +0.7%
Wells Fargo
19
Wells Fargo
California
$8K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$643K -25,806 Closed
RJFSA
21
Raymond James Financial Services Advisors
Florida
-$224K -8,980 Closed
Citigroup
22
Citigroup
New York
-$5K -192 Closed

IBCD Hedge Fund Activity: Q4 2016 in Review

18 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q4 2016, worth a combined $31.5M — down 4.9% from $33.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IBCD and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.75M. The largest seller was Virtu KCG Holdings, cutting an estimated $2.72M.

  • 18 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q4 2016, down from 20 in Q3 2016.
  • Funds reported $31.5M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q4 2016, down 4.9% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q4 2016 and 3 closed out, a net change of -2 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q4 2016 was Jane Street, an estimated $1.75M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q4 2016 was Virtu KCG Holdings, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2016.