iShares iBonds Mar 2020 Term Corporate ETF
IBDC
IBDC was delisted on the 30th of March, 2020.
32 hedge funds and large institutions have $38M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.
19% more funds holding
Funds holding: 27 → 32 (+5)
5% less capital invested
Capital invested by funds: $39.9M → $38M (-$1.87M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$2.3M |
| 2 |
Jane Street
New York
|
+$1.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$893K |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$817K |
| 5 |
Bank of New York Mellon
New York
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.2M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$901K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$898K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$648K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $88K | – | – | – |
|
|
PCP
27
Proficio Capital Partners
Newton,
Massachusetts
| $80K | +$80.2K | +3,090 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $75K | -$111K | -4,280 | -60% |
|
|
MA
29
MCF Advisors
Covington,
Kentucky
| $74K | – | – | – |
|
|
WF
30
WealthTrust Fairport
Cleveland,
Ohio
| $67K | +$67.4K | +2,595 | New |
|
|
PCG
31
Private Capital Group
West Hartford,
Connecticut
| $52K | -$16.7K | -645 | -24% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $52K | – | – | – |
|
33
Citigroup
New York
| $26K | -$42.8K | -1,650 | -62% |
|
IBDC Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q1 2018, worth a combined $38M — down 4.7% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDC positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Tillar-Wenstrup Advisors, opening a new position worth an estimated $2.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.2M.
- 32 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q1 2018, up from 27 in Q4 2017.
- Funds reported $38M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q1 2018, down 4.7% quarter-over-quarter.
- 5 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q1 2018 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q1 2018 was Tillar-Wenstrup Advisors, an estimated $2.3M added.
- The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q1 2018 was Susquehanna International Group, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2018.