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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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39 hedge funds and large institutions have $48.9M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $43.2M → $48.9M (+$5.7M)

5% less funds holding

Funds holding: 41 → 39 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$4.23M
2
Ameriprise
Ameriprise
Minnesota
+$1.1M
3
PAG
Private Advisor Group
New Jersey
+$815K
4
Morgan Stanley
Morgan Stanley
New York
+$636K
5
Wolverine Trading
Wolverine Trading
Illinois
+$574K

Top Sellers

Rank Fund Capital Flow
1
COI
Capital One Investing
Virginia
-$1.39M
2
Bank of America
Bank of America
North Carolina
-$479K
3
Citadel Advisors
Citadel Advisors
Florida
-$232K
4
FTUS
Flow Traders U.S.
New York
-$206K
5
PCP
Proficio Capital Partners
Massachusetts
-$81K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$238K -$232K -8,894 -49%
BPA
27
Beacon Pointe Advisors
California
$216K +$1.12K +43 +0.5%
B
28
Bridgeworth
Alabama
$204K -$10K -384 -5%
UCFA
29
United Capital Financial Advisors
Texas
$203K -$27.9K -1,070 -12%
MA
30
MCF Advisors
Kentucky
$169K – – –
AG
31
Advisor Group
Arizona
$89K – – –
LWANC
32
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K – – –
PCG
33
Private Capital Group
Connecticut
$52K – – –
GWA
34
Guidant Wealth Advisors
Illinois
$51K – – –
Citigroup
35
Citigroup
New York
$39K +$39.1K +1,500 New
GWAG
36
Garrett Wealth Advisory Group
Texas
$19.2K – – –
AWM
37
AllSquare Wealth Management
New York
$15K – – –
AIC
38
Ameritas Investment Company
Nebraska
$15K +$15.4K +590 New
QCIG
39
Quad-Cities Investment Group
Iowa
$8K +$7.83K +300 New
FAAS
40
First Allied Advisory Services
California
$5K – – –
FRA
41
Front Row Advisors
California
$4K – – –
FTUS
42
Flow Traders U.S.
New York
– -$206K -7,893 Closed
PCP
43
Proficio Capital Partners
Massachusetts
– -$81K -3,090 Closed
HPC
44
HM Payson & Co
Maine
– -$71K -2,705 Closed
RCAG
45
Rehmann Capital Advisory Group
Michigan
– -$27.9K -1,070 Closed
DWM
46
Doyle Wealth Management
Florida
– -$8K -304 Closed
1
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IBDC Hedge Fund Activity: Q3 2019 in Review

39 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q3 2019, worth a combined $48.9M — up 13% from $43.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IBDC and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 9 added.

The largest buyer was US Bancorp, adding an estimated $4.23M. The largest seller was Capital One Investing, exiting entirely with an estimated $1.39M sold.

  • 39 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q3 2019, down from 41 in Q2 2019.
  • Funds reported $48.9M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q3 2019, up 13% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q3 2019 was US Bancorp, an estimated $4.23M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q3 2019 was Capital One Investing, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2019.