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IBDC

iShares iBonds Mar 2020 Term Corporate ETF
IBDC

Delisted

IBDC was delisted on the 30th of March, 2020.

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37 hedge funds and large institutions have $40.7M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

19% more funds holding

Funds holding: 31 → 37 (+6)

2% more capital invested

Capital invested by funds: $40M → $40.7M (+$722K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$780K
2
Jane Street
Jane Street
New York
+$715K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$549K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$274K
5
LPL Financial
LPL Financial
California
+$238K

Top Sellers

Rank Fund Capital Flow
1
HJA
Hugh Johnson Advisors
New York
-$533K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$469K
3
Wolverine Trading
Wolverine Trading
Illinois
-$462K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$433K
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
26
MA Private Wealth
California
$240K +$240K +9,256 New
IWM
27
IHT Wealth Management
Illinois
$217K -$5.18K -200 -2%
B
28
Bridgeworth
Alabama
$213K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$186K +$47.8K +1,845 +34%
AG
30
Advisor Group
Arizona
$122K +$122K +4,707 New
MA
31
MCF Advisors
Kentucky
$121K +$47K +1,813 +63%
PCP
32
Proficio Capital Partners
Massachusetts
$80K – – –
WF
33
WealthTrust Fairport
Ohio
$67K – – –
LWANC
34
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K +$57K +2,200 New
IA
35
IFP Advisors
Florida
$55K – – –
PCG
36
Private Capital Group
Connecticut
$52K – – –
GWA
37
Guidant Wealth Advisors
Illinois
$50K +$50.2K +1,936 New
AWM
38
AllSquare Wealth Management
New York
$15K +$14.9K +575 New
FRA
39
Front Row Advisors
California
$4K +$4.14K +160 New
SWP
40
Stratos Wealth Partners
Ohio
– -$100K -3,850 Closed
Citigroup
41
Citigroup
New York
– -$26K -1,000 Closed
RCAG
42
Rehmann Capital Advisory Group
Michigan
– -$14K -539 Closed
1
2

IBDC Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q4 2018, worth a combined $40.7M — up 1.8% from $40M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDC positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Gateway Advisory, adding an estimated $780K. The largest seller was Hugh Johnson Advisors, cutting an estimated $533K.

  • 37 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q4 2018, up from 31 in Q3 2018.
  • Funds reported $40.7M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q4 2018, up 1.8% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q4 2018 and 3 closed out, a net change of +7 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q4 2018 was Gateway Advisory, an estimated $780K added.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q4 2018 was Hugh Johnson Advisors, an estimated $533K sold.

Based on aggregated 13F filings for Q4 2018.