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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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27 hedge funds and large institutions have $39.9M invested in iShares iBonds Mar 2020 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $36.2M → $39.9M (+$3.61M)

8% more funds holding

Funds holding: 25 → 27 (+2)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.98M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$467K
3
Wolverine Trading
Wolverine Trading
Illinois
+$394K
4
Morgan Stanley
Morgan Stanley
New York
+$253K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$208K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.37M
2
Citadel Advisors
Citadel Advisors
Florida
-$672K
3
Jane Street
Jane Street
New York
-$517K
4
BA
Boston Advisors
Massachusetts
-$326K
5
DADC
D.A. Davidson & Co
Montana
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.76M -$2.37M -90,612 -29%
GA
2
Gateway Advisory
New Jersey
$5.75M +$44.9K +1,716 +0.8%
SI
3
SII Investments
Wisconsin
$4.23M – – –
US Bancorp
4
US Bancorp
Minnesota
$3.31M +$57.5K +2,197 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.08M +$1.98M +75,718 +179%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.24M +$203K +7,772 +10%
Morgan Stanley
7
Morgan Stanley
New York
$1.95M +$253K +9,677 +15%
HJA
8
Hugh Johnson Advisors
New York
$1.39M -$38.8K -1,481 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.38M – – –
Wolverine Trading
10
Wolverine Trading
Illinois
$1.35M +$394K +15,062 +41%
Jane Street
11
Jane Street
New York
$1.32M -$517K -19,754 -28%
KC
12
KHP Capital
Oklahoma
$1.05M +$1.06M +40,366 New
UBS Group
13
UBS Group
Switzerland
$1.03M -$61.8K -2,360 -6%
Mariner
14
Mariner
Kansas
$1.02M -$21.4K -817 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.02M +$208K +7,950 +26%
RWM
16
Ritholtz Wealth Management
New York
$745K -$366 -14 -0%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$697K +$208K +7,956 +42%
LPL Financial
18
LPL Financial
California
$547K +$7.2K +275 +1%
FAAS
19
First Allied Advisory Services
California
$528K – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$466K +$467K +17,860 New
Ameriprise
21
Ameriprise
Minnesota
$292K +$78.2K +2,989 +36%
IWM
22
IHT Wealth Management
Illinois
$251K -$16.1K -616 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$188K -$15K -572 -7%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88K +$66.4K +2,536 +297%
MA
25
MCF Advisors
Kentucky
$75K +$75K +2,866 New
1
2

IBDC Hedge Fund Activity: Q4 2017 in Review

27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2020 Term Corporate ETF (IBDC) for Q4 2017, worth a combined $39.9M — up 10% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDC positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.98M. The largest seller was Bank of America, cutting an estimated $2.37M.

  • 27 institutional investors held iShares iBonds Mar 2020 Term Corporate ETF (IBDC) as of Q4 2017, up from 25 in Q3 2017.
  • Funds reported $39.9M of iShares iBonds Mar 2020 Term Corporate ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Mar 2020 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.98M added.
  • The largest iShares iBonds Mar 2020 Term Corporate ETF seller in Q4 2017 was Bank of America, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2017.