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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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40 hedge funds and large institutions have $58.5M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $48.9M → $58.5M (+$9.58M)

3% more funds holding

Funds holding: 39 → 40 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
8
Closed
6
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$243K

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$1.85M
2
Truist Financial
Truist Financial
North Carolina
+$1.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$930K
4
Citadel Advisors
Citadel Advisors
Florida
+$881K
5
Jane Street
Jane Street
New York
+$698K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$901K
2
Wolverine Trading
Wolverine Trading
Illinois
-$575K
3
WA
Wealthstar Advisors
Texas
-$244K
4
B
Bridgeworth
Alabama
-$204K
5
Morgan Stanley
Morgan Stanley
New York
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$471K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$351K +$61.2K +2,345 +21%
AI
28
Atria Investments
North Carolina
$327K +$37.8K +1,449 +13%
MA
29
MONECO Advisors
Connecticut
$292K – – –
TSS
30
Two Sigma Securities
New York
$218K +$218K +8,358 New
BPA
31
Beacon Pointe Advisors
California
$217K +$1.36K +52 +0.6%
UCFA
32
United Capital Financial Advisors
Texas
$211K +$8.55K +328 +4%
MA
33
MCF Advisors
Kentucky
$168K – – –
MWP
34
Meridian Wealth Partners
Pennsylvania
$100K +$100K +3,840 New
AG
35
Advisor Group
Arizona
$88K – – –
LWANC
36
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
PCG
37
Private Capital Group
Connecticut
$52K – – –
Citigroup
38
Citigroup
New York
$39K – – –
AWM
39
AllSquare Wealth Management
New York
$15K – – –
FRA
40
Front Row Advisors
California
$4K – – –
Wolverine Trading
41
Wolverine Trading
Illinois
– -$575K -22,009 Closed
WA
42
Wealthstar Advisors
Texas
– -$244K -9,348 Closed
B
43
Bridgeworth
Alabama
– -$204K -7,815 Closed
AIC
44
Ameritas Investment Company
Nebraska
– -$15K -590 Closed
QCIG
45
Quad-Cities Investment Group
Iowa
– -$8K -300 Closed
Wells Fargo
46
Wells Fargo
California
– -$26 -1 Closed
1
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IBDC Hedge Fund Activity: Q4 2019 in Review

40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q4 2019, worth a combined $58.5M — up 20% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBDC positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was US Bancorp, adding an estimated $1.85M. The largest seller was Bank of America, cutting an estimated $901K.

  • 40 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q4 2019, up from 39 in Q3 2019.
  • Funds reported $58.5M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q4 2019 was US Bancorp, an estimated $1.85M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q4 2019 was Bank of America, an estimated $901K sold.

Based on aggregated 13F filings for Q4 2019.