iShares iBonds Mar 2018 Term Corporate ETF
IBDB
IBDB was delisted on the 26th of March, 2018.
10 hedge funds and large institutions have $22.1M invested in iShares iBonds Mar 2018 Term Corporate ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
72% more capital invested
Capital invested by funds: $12.9M → $22.1M (+$9.2M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.96M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.5M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$339K |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$109K |
| 5 |
CFS
Community Financial System
Dewitt,
New York
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$659K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$87.6K |
| 3 |
WA
Winfield Associates
Cleveland,
Ohio
|
-$60.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $9.1M | +$7.96M | +309,872 | +697% |
|
|
GA
2
Gateway Advisory
Westfield,
New Jersey
| $4.06M | +$109K | +4,228 | +3% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $2.16M | -$87.6K | -3,412 | -4% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $2.12M | +$1.5M | +58,212 | +240% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.97M | -$659K | -25,656 | -25% |
|
|
U
6
UBS
Zurich,
Switzerland
| $1.81M | +$339K | +13,196 | +23% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $529K | -$6.16K | -240 | -1% |
|
|
PIM
8
Parasol Investment Management
Westmont,
Illinois
| $142K | +$22.6K | +880 | +19% |
|
|
WA
9
Winfield Associates
Cleveland,
Ohio
| $135K | -$60.6K | -2,360 | -31% |
|
|
CFS
10
Community Financial System
Dewitt,
New York
| $23K | +$23.1K | +900 | New |
|
IBDB Hedge Fund Activity: Q1 2014 in Review
10 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2018 Term Corporate ETF (IBDB) for Q1 2014, worth a combined $22.1M — up 72% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IBDB positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.96M. The largest seller was Susquehanna International Group, cutting an estimated $659K.
- 10 institutional investors held iShares iBonds Mar 2018 Term Corporate ETF (IBDB) as of Q1 2014, up from 9 in Q4 2013.
- Funds reported $22.1M of iShares iBonds Mar 2018 Term Corporate ETF stock for Q1 2014, up 72% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2018 Term Corporate ETF positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest iShares iBonds Mar 2018 Term Corporate ETF buyer in Q1 2014 was Morgan Stanley, an estimated $7.96M added.
- The largest iShares iBonds Mar 2018 Term Corporate ETF seller in Q1 2014 was Susquehanna International Group, an estimated $659K sold.
Based on aggregated 13F filings for Q1 2014.