iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
IBCD was delisted on the 30th of March, 2020.
19 hedge funds and large institutions have $37.2M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
1% more capital invested
Capital invested by funds: $36.8M → $37.2M (+$380K)
10% less funds holding
Funds holding: 21 → 19 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.77M |
| 2 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$1.15M |
| 3 |
LPL Financial
San Diego,
California
|
+$255K |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$240K |
| 5 |
Jane Street
New York
|
+$88.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$812K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$726K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$608K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$250K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$231K |
IBCD Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q1 2018, worth a combined $37.2M — up 1% from $36.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IBCD and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was UBS Group, adding an estimated $2.77M. The largest seller was Bank of America, cutting an estimated $812K.
- 19 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q1 2018, down from 21 in Q4 2017.
- Funds reported $37.2M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q1 2018, up 1% quarter-over-quarter.
- 3 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q1 2018 and 5 closed out, a net change of -2 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q1 2018 was UBS Group, an estimated $2.77M added.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q1 2018 was Bank of America, an estimated $812K sold.
Based on aggregated 13F filings for Q1 2018.