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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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13 hedge funds and large institutions have $13.2M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

44% more funds holding

Funds holding: 9 → 13 (+4)

39% more capital invested

Capital invested by funds: $9.54M → $13.2M (+$3.68M)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M
3
FAAS
First Allied Advisory Services
California
+$472K
4
LPL Financial
LPL Financial
California
+$382K
5
Bank of America
Bank of America
North Carolina
+$242K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$10K
2
B
Baird
Wisconsin
-$4.62K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.24M +$242K +9,220 +8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.01M +$1.07M +40,904 +56%
Morgan Stanley
3
Morgan Stanley
New York
$2.76M +$1.18M +44,980 +75%
FAAS
4
First Allied Advisory Services
California
$1.28M +$472K +17,972 +59%
B
5
Baird
Wisconsin
$1.21M -$4.62K -176 -0.4%
Mariner
6
Mariner
Kansas
$1.13M +$94K +3,580 +9%
LPL Financial
7
LPL Financial
California
$383K +$382K +14,552 New
GWA
8
Genesis Wealth Advisors
Massachusetts
$90.8K +$89.4K +3,404 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$70K +$43.9K +1,672 +167%
FNBT
10
FineMark National Bank & Trust
Florida
$42K – – –
MFS
11
MSI Financial Services
Massachusetts
$14K +$14.2K +540 New
Wells Fargo
12
Wells Fargo
California
$3K +$2.94K +112 New
Ameriprise
13
Ameriprise
Minnesota
– -$10K -400 Closed
Parallax Volatility Advisers
14
Parallax Volatility Advisers
California
– +$105 +4 New

IBDC Hedge Fund Activity: Q4 2014 in Review

13 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q4 2014, worth a combined $13.2M — up 39% from $9.54M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDC positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Ameriprise, exiting entirely with an estimated $10K sold.

  • 13 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q4 2014, up from 9 in Q3 2014.
  • Funds reported $13.2M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q4 2014, up 39% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q4 2014 and 1 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q4 2014 was Morgan Stanley, an estimated $1.18M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q4 2014 was Ameriprise, an estimated $10K sold.

Based on aggregated 13F filings for Q4 2014.