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IBDB

iShares iBonds Mar 2018 Term Corporate ETF
IBDB

Delisted

IBDB was delisted on the 26th of March, 2018.

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15 hedge funds and large institutions have $32.2M invested in iShares iBonds Mar 2018 Term Corporate ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

15% more funds holding

Funds holding: 13 → 15 (+2)

14% less capital invested

Capital invested by funds: $37.3M → $32.2M (-$5.1M)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
+$1.09M
2
Jane Street
Jane Street
New York
+$539K
3
Ameriprise
Ameriprise
Minnesota
+$492K
4
FAAS
First Allied Advisory Services
California
+$474K
5
LPL Financial
LPL Financial
California
+$275K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.55M
2
Bank of America
Bank of America
North Carolina
-$1.82M
3
WA
Winfield Associates
Ohio
-$25.7K
4
Citigroup
Citigroup
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.27M -$1.82M -70,632 -18%
Ameriprise
2
Ameriprise
Minnesota
$5.66M +$492K +19,156 +9%
GA
3
Gateway Advisory
New Jersey
$4.55M +$112K +4,364 +3%
CIM
4
Corda Investment Management
Texas
$3.64M +$1.09M +42,320 +43%
UBS Group
5
UBS Group
Switzerland
$2.52M +$2.53M +98,552 New
Morgan Stanley
6
Morgan Stanley
New York
$2.34M -$7.55M -293,640 -76%
Mariner
7
Mariner
Kansas
$1.34M +$105K +4,080 +8%
FAAS
8
First Allied Advisory Services
California
$1.27M +$474K +18,448 +59%
NA
9
Nottingham Advisors
New York
$809K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$588K +$9.56K +372 +2%
Jane Street
11
Jane Street
New York
$538K +$539K +20,964 New
LPL Financial
12
LPL Financial
California
$273K +$275K +10,680 New
PIM
13
Parasol Investment Management
Illinois
$142K – – –
WA
14
Winfield Associates
Ohio
$108K -$25.7K -1,000 -19%
GWA
15
Genesis Wealth Advisors
Massachusetts
$92.5K +$92K +3,580 New
CB
16
Community Bank
New York
$23K +$23.1K +900 New
Citigroup
17
Citigroup
New York
– -$2K -80 Closed

IBDB Hedge Fund Activity: Q4 2014 in Review

15 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2018 Term Corporate ETF (IBDB) for Q4 2014, worth a combined $32.2M — down 14% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDB positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Corda Investment Management, adding an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $7.55M.

  • 15 institutional investors held iShares iBonds Mar 2018 Term Corporate ETF (IBDB) as of Q4 2014, up from 13 in Q3 2014.
  • Funds reported $32.2M of iShares iBonds Mar 2018 Term Corporate ETF stock for Q4 2014, down 14% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Mar 2018 Term Corporate ETF positions in Q4 2014 and 1 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2018 Term Corporate ETF buyer in Q4 2014 was Corda Investment Management, an estimated $1.09M added.
  • The largest iShares iBonds Mar 2018 Term Corporate ETF seller in Q4 2014 was Morgan Stanley, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2014.