iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
23 hedge funds and large institutions have $36.2M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less capital invested
Capital invested by funds: $37.2M → $36.2M (-$944K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$272K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$243K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$243K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$1.56M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$761K |
| 3 |
LPL Financial
San Diego,
California
|
-$234K |
| 4 |
Morgan Stanley
New York
|
-$35.9K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$9K | -324 | Closed |
|
IBDD Hedge Fund Activity: Q4 2016 in Review
23 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2016, worth a combined $36.2M — down 2.5% from $37.2M a quarter earlier.
Fund positioning in IBDD was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $1.56M. The largest seller was Wolverine Trading, cutting an estimated $1.56M.
- 23 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $36.2M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2016, down 2.5% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2016 was Confluence Investment Management, an estimated $1.56M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2016 was Wolverine Trading, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2016.