iShares iBonds Mar 2020 Term Corporate ETF
IBDC
IBDC was delisted on the 30th of March, 2020.
9 hedge funds and large institutions have $9.54M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
25% more capital invested
Capital invested by funds: $7.66M → $9.54M (+$1.89M)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$467K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$444K |
| 4 |
Morgan Stanley
New York
|
+$397K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$516K |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$44.8K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.97M | +$444K | +16,928 | +17% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.92M | +$1.11M | +42,172 | +134% |
|
|
3
Morgan Stanley
New York
| $1.56M | +$397K | +15,140 | +34% |
|
|
B
4
Baird
Milwaukee,
Wisconsin
| $1.2M | -$44.8K | -1,708 | -4% |
|
|
5
Mariner
Overland Park,
Kansas
| $1.02M | +$130K | +4,960 | +14% |
|
|
FAAS
6
First Allied Advisory Services
San Diego,
California
| $798K | +$467K | +17,792 | +139% |
|
|
FNBT
7
FineMark National Bank & Trust
Fort Myers,
Florida
| $42K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | +$15.7K | +600 | +150% |
|
9
Ameriprise
Minneapolis,
Minnesota
| $10K | +$10.5K | +400 | New |
|
|
SCP
10
Seizert Capital Partners
Birmingham,
Michigan
| – | -$516K | -19,556 | Closed |
|
|
U
11
UBS
Zurich,
Switzerland
| – | -$15K | -584 | Closed |
|
IBDC Hedge Fund Activity: Q3 2014 in Review
9 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q3 2014, worth a combined $9.54M — up 25% from $7.66M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IBDC and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.11M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $516K sold.
- 9 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q3 2014, down from 10 in Q2 2014.
- Funds reported $9.54M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q3 2014, up 25% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q3 2014 and 2 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $1.11M added.
- The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q3 2014 was Seizert Capital Partners, an estimated $516K sold.
Based on aggregated 13F filings for Q3 2014.