ISHARES IBONDS MAR 2016 CORPORATE ETF
IBDA
IBDA was delisted on the 29th of March, 2016.
10 hedge funds and large institutions have $12.6M invested in ISHARES IBONDS MAR 2016 CORPORATE ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
7% more capital invested
Capital invested by funds: $11.7M → $12.6M (+$880K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.06M |
| 3 |
Morgan Stanley
New York
|
+$1.19M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$595K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.19M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $5.53M | +$3.06M | +30,375 | +124% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.51M | +$3.3M | +32,672 | +1,575% |
|
|
3
Morgan Stanley
New York
| $1.19M | +$1.19M | +11,819 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $864K | +$595K | +5,900 | +222% |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $540K | +$481K | +4,764 | +690% |
|
|
U
6
UBS
Zurich,
Switzerland
| $534K | -$10.6K | -105 | -2% |
|
7
LPL Financial
San Diego,
California
| $230K | +$230K | +2,281 | New |
|
|
WA
8
Winfield Associates
Cleveland,
Ohio
| $197K | +$197K | +1,950 | New |
|
|
GI
9
Gradient Investments
Arden Hills,
Minnesota
| $10K | – | – | – |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $10K | +$10.1K | +100 | New |
|
|
CS
11
Credit Suisse
Zurich,
Switzerland
| – | -$8.19M | -81,524 | Closed |
|
IBDA Hedge Fund Activity: Q4 2013 in Review
10 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) for Q4 2013, worth a combined $12.6M — up 7.5% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBDA positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.3M. The largest seller was Credit Suisse, exiting entirely with an estimated $8.19M sold.
- 10 institutional investors held ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) as of Q4 2013, up from 7 in Q3 2013.
- Funds reported $12.6M of ISHARES IBONDS MAR 2016 CORPORATE ETF stock for Q4 2013, up 7.5% quarter-over-quarter.
- 4 funds opened new ISHARES IBONDS MAR 2016 CORPORATE ETF positions in Q4 2013 and 1 closed out, a net change of +3 holders.
- The largest ISHARES IBONDS MAR 2016 CORPORATE ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $3.3M added.
- The largest ISHARES IBONDS MAR 2016 CORPORATE ETF seller in Q4 2013 was Credit Suisse, an estimated $8.19M sold.
Based on aggregated 13F filings for Q4 2013.