iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
IBCD was delisted on the 30th of March, 2020.
20 hedge funds and large institutions have $38.5M invested in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $28.3M → $38.5M (+$10.2M)
11% more funds holding
Funds holding: 18 → 20 (+2)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$9.42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$572K |
| 3 |
CWM
Concentric Wealth Management
Lafayette,
California
|
+$273K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$238K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$401K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$220K |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$214K |
| 4 |
Jane Street
New York
|
-$120K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$29K |
IBCD Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) for Q4 2019, worth a combined $38.5M — up 36% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBCD positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $9.42M. The largest seller was Morgan Stanley, cutting an estimated $401K.
- 20 institutional investors held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) as of Q4 2019, up from 18 in Q3 2019.
- Funds reported $38.5M of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF stock for Q4 2019, up 36% quarter-over-quarter.
- 5 funds opened new iShares iBonds Mar 2020 Term Corporate ex-Financials ETF positions in Q4 2019 and 3 closed out, a net change of +2 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $9.42M added.
- The largest iShares iBonds Mar 2020 Term Corporate ex-Financials ETF seller in Q4 2019 was Morgan Stanley, an estimated $401K sold.
Based on aggregated 13F filings for Q4 2019.