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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 $28.3M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

18% less funds holding

Funds holding: 2218 (-4)

24% less capital invested

Capital invested by funds: $37.3M → $28.3M (-$9.06M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.6M +$283K +11,502 +2%
BlackRock
2
BlackRock
New York
$3.16M
Citadel Advisors
3
Citadel Advisors
Florida
$2.59M -$119K -4,826 -4%
AG
4
Advisor Group
Arizona
$1.55M +$402K +16,371 +35%
PCG
5
Private Capital Group
Connecticut
$1.36M +$184K +7,502 +16%
HighTower Advisors
6
HighTower Advisors
Illinois
$831K
Morgan Stanley
7
Morgan Stanley
New York
$580K -$53.5K -2,178 -8%
Jane Street
8
Jane Street
New York
$470K +$470K +19,098 New
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$397K
LPL Financial
10
LPL Financial
California
$279K -$13.8K -562 -5%
Bank of America
11
Bank of America
North Carolina
$245K
BAM
12
Barrett Asset Management
New York
$60K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$52K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$28K +$27.7K +1,125 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$20K
ASN
16
Advisory Services Network
Georgia
$10K
FRA
17
Front Row Advisors
California
$10K
Wells Fargo
18
Wells Fargo
California
$9K +$9.2K +374 +37,400%
FAAS
19
First Allied Advisory Services
California
$7K
WCG
20
Weaver Consulting Group
California
$6K
CIM
21
Confluence Investment Management
Missouri
-$9.43M -383,223 Closed
Stifel Financial
22
Stifel Financial
Missouri
-$336K -13,619 Closed
Wolverine Trading
23
Wolverine Trading
Illinois
-$208K -8,463 Closed
CF
24
Centaurus Financial
California
-$173K -7,011 Closed
OAM
25
Oppenheimer Asset Management
New York
-$104K -4,240 Closed

IBCD Hedge Fund Activity: Q3 2019 in Review

18 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q3 2019, worth a combined $28.3M — down 24% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IBCD and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, opening a new position worth an estimated $470K. The largest seller was Confluence Investment Management, exiting entirely with an estimated $9.43M sold.

  • 18 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q3 2019, down from 22 in Q2 2019.
  • Funds reported $28.3M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q3 2019, down 24% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q3 2019 and 6 closed out, a net change of -4 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q3 2019 was Jane Street, an estimated $470K added.
  • The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q3 2019 was Confluence Investment Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q3 2019.