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.

22 hedge funds and large institutions have $39.2M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

16% more funds holding

Funds holding: 1922 (+3)

5% more capital invested

Capital invested by funds: $37.2M → $39.2M (+$2.03M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.9M -$555K -22,830 -4%
CIM
2
Confluence Investment Management
Missouri
$9.15M -$304K -12,499 -3%
Jane Street
3
Jane Street
New York
$4.56M +$595K +24,453 +15%
BlackRock
4
BlackRock
New York
$3.13M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.41M +$2.41M +99,041 New
PCG
6
Private Capital Group
Connecticut
$1.17M +$2.92K +120 +0.3%
HighTower Advisors
7
HighTower Advisors
Illinois
$846K
Wolverine Trading
8
Wolverine Trading
Illinois
$741K
Morgan Stanley
9
Morgan Stanley
New York
$591K -$24.8K -1,019 -4%
Bank of America
10
Bank of America
North Carolina
$438K -$11.4K -467 -3%
Stifel Financial
11
Stifel Financial
Missouri
$310K +$16.9K +696 +6%
CAC
12
Certified Advisory Corp
Florida
$239K
LPL Financial
13
LPL Financial
California
$230K -$24.5K -1,008 -10%
GG
14
GenWealth Group
New Jersey
$218K -$90.5K -3,720 -29%
B
15
Bridgeworth
Alabama
$74K +$74.3K +3,052 New
BAM
16
Barrett Asset Management
New York
$69K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$65K +$10.4K +428 +19%
APA
18
American Portfolios Advisors
New York
$30.5K +$30.5K +1,254 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$20K +$20.1K +825 New
ASN
20
Advisory Services Network
Georgia
$7K +$7.2K +296 New
AG
21
Advisor Group
Arizona
$6K
CCM
22
Cribstone Capital Management
Maine
$4K -$21.9K -900 -86%
FRA
23
Front Row Advisors
California
$10
Wells Fargo
24
Wells Fargo
California
-$16K -676 Closed
NC
25
NewSquare Capital
Pennsylvania
-$7K -305 Closed

IBCD Hedge Fund Activity: Q2 2018 in Review

22 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q2 2018, worth a combined $39.2M — up 5.5% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBCD positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.41M. The largest seller was UBS Group, cutting an estimated $555K.

  • 22 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q2 2018, up from 19 in Q1 2018.
  • Funds reported $39.2M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $2.41M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q2 2018 was UBS Group, an estimated $555K sold.

Based on aggregated 13F filings for Q2 2018.