iShares iBonds Mar 2020 Term Corporate ETF
IBDC
IBDC was delisted on the 30th of March, 2020.
34 hedge funds and large institutions have $39.1M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
6% more funds holding
Funds holding: 32 → 34 (+2)
3% more capital invested
Capital invested by funds: $38M → $39.1M (+$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.65M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$328K |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$188K |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.38M |
| 2 |
Bank of New York Mellon
New York
|
-$596K |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$330K |
| 4 |
HJA
Hugh Johnson Advisors
Albany,
New York
|
-$187K |
| 5 |
Morgan Stanley
New York
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
26
Bridgeworth
Birmingham,
Alabama
| $188K | +$188K | +7,272 | New |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $88K | – | – | – |
|
|
PCP
28
Proficio Capital Partners
Newton,
Massachusetts
| $80K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $75K | – | – | – |
|
|
MA
30
MCF Advisors
Covington,
Kentucky
| $74K | – | – | – |
|
|
WF
31
WealthTrust Fairport
Cleveland,
Ohio
| $67K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $55K | +$4.01K | +155 | +8% |
|
|
PCG
33
Private Capital Group
West Hartford,
Connecticut
| $51K | – | – | – |
|
34
Citigroup
New York
| $26K | – | – | – |
|
|
RCAG
35
Rehmann Capital Advisory Group
Lansing,
Michigan
| $13.9K | +$13.9K | +538 | New |
|
IBDC Hedge Fund Activity: Q2 2018 in Review
34 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q2 2018, worth a combined $39.1M — up 3% from $38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBDC positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.65M. The largest seller was Jane Street, cutting an estimated $1.38M.
- 34 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q2 2018, up from 32 in Q1 2018.
- Funds reported $39.1M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q2 2018, up 3% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q2 2018 and 0 closed out, a net change of +2 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q2 2018 was Royal Bank of Canada, an estimated $1.65M added.
- The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q2 2018 was Jane Street, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2018.