iShares iBonds Mar 2020 Term Corporate ETF
IBDC
IBDC was delisted on the 30th of March, 2020.
6 hedge funds and large institutions have $8.6M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 32 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
85% less funds holding
Funds holding: 40 → 6 (-34)
85% less capital invested
Capital invested by funds: $58.5M → $8.6M (-$49.9M)
97% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 32
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$17M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$4.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.86M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.31M |
| 5 |
Jane Street
New York
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
26
Beam Wealth Advisors
Covington,
Louisiana
| – | -$567K | -21,774 | Closed |
|
|
SS
27
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$552K | -21,208 | Closed |
|
28
LPL Financial
San Diego,
California
| – | -$477K | -18,311 | Closed |
|
|
FAIM
29
Financial Advocates Investment Management
Olympia,
Washington
| – | -$471K | -18,098 | Closed |
|
|
MA
30
MONECO Advisors
Fairfield,
Connecticut
| – | -$292K | -11,197 | Closed |
|
|
BPA
31
Beacon Pointe Advisors
Newport Beach,
California
| – | -$217K | -8,372 | Closed |
|
|
TSS
32
Two Sigma Securities
New York
| – | -$218K | -8,358 | Closed |
|
|
UCFA
33
United Capital Financial Advisors
Irving,
Texas
| – | -$211K | -8,088 | Closed |
|
|
MA
34
MCF Advisors
Covington,
Kentucky
| – | -$168K | -6,468 | Closed |
|
|
MWP
35
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$100K | -3,840 | Closed |
|
36
Citigroup
New York
| – | -$39K | -1,500 | Closed |
|
|
AWM
37
AllSquare Wealth Management
Albany,
New York
| – | -$15K | -575 | Closed |
|
|
FRA
38
Front Row Advisors
Tiburon,
California
| – | -$4K | -160 | Closed |
|
IBDC Hedge Fund Activity: Q1 2020 in Review
6 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q1 2020, worth a combined $8.6M — down 85% from $58.5M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IBDC and 1 opened new positions — a net loss of 31 holders — while 3 trimmed existing stakes and 0 added.
The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $15.4K. The largest seller was US Bancorp, exiting entirely with an estimated $17M sold.
- 6 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q1 2020, down from 40 in Q4 2019.
- Funds reported $8.6M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q1 2020, down 85% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q1 2020 and 32 closed out, a net change of -31 holders.
- The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q1 2020 was Ameritas Investment Company, an estimated $15.4K added.
- The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q1 2020 was US Bancorp, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2020.