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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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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
6
Holders Change
-34
Holders Change %
-85%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
–
Reduced
3
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
Ameritas Investment Company
Nebraska
+$15.4K

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$17M
2
DFG
Demars Financial Group
Washington
-$4.92M
3
Bank of America
Bank of America
North Carolina
-$2.86M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.31M
5
Jane Street
Jane Street
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1
Gateway Advisory
New Jersey
$7.07M -$50.8K -1,950 -0.7%
TWA
2
Tillar-Wenstrup Advisors
Ohio
$1.09M -$147K -5,630 -12%
AI
3
Atria Investments
North Carolina
$325K -$1.17K -45 -0.4%
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
PCG
5
Private Capital Group
Connecticut
$52K – – –
AIC
6
Ameritas Investment Company
Nebraska
$15K +$15.4K +590 New
US Bancorp
7
US Bancorp
Minnesota
– -$17M -651,064 Closed
DFG
8
Demars Financial Group
Washington
– -$4.92M -188,667 Closed
Bank of America
9
Bank of America
North Carolina
– -$2.86M -109,796 Closed
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
– -$2.31M -88,838 Closed
Jane Street
11
Jane Street
New York
– -$2.11M -80,954 Closed
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
– -$1.82M -69,921 Closed
Morgan Stanley
13
Morgan Stanley
New York
– -$1.75M -67,359 Closed
Ameriprise
14
Ameriprise
Minnesota
– -$1.65M -63,145 Closed
Truist Financial
15
Truist Financial
North Carolina
– -$1.32M -50,737 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$1.12M -42,881 Closed
RJFSA
17
Raymond James Financial Services Advisors
Florida
– -$1.08M -41,488 Closed
RWM
18
Ritholtz Wealth Management
New York
– -$1.06M -40,650 Closed
Mariner
19
Mariner
Kansas
– -$1.05M -40,359 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– -$929K -35,644 Closed
UBS Group
21
UBS Group
Switzerland
– -$878K -33,738 Closed
SCP
22
Seizert Capital Partners
Michigan
– -$809K -31,054 Closed
PAG
23
Private Advisor Group
New Jersey
– -$779K -29,910 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– -$667K -25,611 Closed
PIMG
25
Patriot Investment Management Group
Tennessee
– -$591K -22,699 Closed
1
2

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.