We are live on ! Find out more
IBCD

iShares iBonds Mar 2020 Term Corporate ex-Financials ETF

Delisted

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

20 hedge funds and large institutions have $35.4M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

27% more capital invested

Capital invested by funds: $27.9M → $35.4M (+$7.48M)

0% more funds holding

Funds holding: 2020 (0)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.5M +$10.4M +421,601 +251%
CIM
2
Confluence Investment Management
Missouri
$9.32M +$414K +16,750 +5%
BlackRock
3
BlackRock
New York
$3.17M
Morgan Stanley
4
Morgan Stanley
New York
$1.92M +$7.09K +287 +0.4%
Bank of America
5
Bank of America
North Carolina
$1.75M +$134K +5,434 +8%
Wolverine Trading
6
Wolverine Trading
Illinois
$982K -$146K -5,926 -13%
Jane Street
7
Jane Street
New York
$851K -$1.01M -40,910 -54%
HighTower Advisors
8
HighTower Advisors
Illinois
$811K
GG
9
GenWealth Group
New Jersey
$398K -$16.5K -667 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$296K +$297K +12,014 New
DADC
11
D.A. Davidson & Co
Montana
$291K +$101K +4,085 +53%
CAN
12
Cetera Advisor Networks
California
$285K
Ameriprise
13
Ameriprise
Minnesota
$249K -$437K -17,678 -64%
GLA
14
Great Lakes Advisors
Illinois
$219K -$4.57K -185 -2%
OAM
15
Oppenheimer Asset Management
New York
$143K -$4.82K -195 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$46K +$46.3K +1,874 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$44K -$5.8K -235 -12%
CCM
18
Cribstone Capital Management
Maine
$26K
AG
19
Advisor Group
Arizona
$13K
BAM
20
Barrett Asset Management
New York
$10K
NC
21
NewSquare Capital
Pennsylvania
$8K
Wells Fargo
22
Wells Fargo
California
$8K
UCFA
23
United Capital Financial Advisors
Texas
-$253K -10,276 Closed

IBCD Hedge Fund Activity: Q3 2017 in Review

20 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q3 2017, worth a combined $35.4M — up 27% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBCD positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $10.4M. The largest seller was Jane Street, cutting an estimated $1.01M.

  • 20 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $35.4M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q3 2017, up 27% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q3 2017 was UBS Group, an estimated $10.4M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q3 2017 was Jane Street, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2017.