iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
26 hedge funds and large institutions have $31.4M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
98% more capital invested
Capital invested by funds: $15.9M → $31.4M (+$15.5M)
30% more funds holding
Funds holding: 20 → 26 (+6)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$12.6M |
| 2 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
+$1.11M |
| 3 |
Jane Street
New York
|
+$653K |
| 4 |
COI
Capital One Investing
Mclean,
Virginia
|
+$533K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$428K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$277K |
| 3 |
LPL Financial
San Diego,
California
|
-$157K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$91.1K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
|
27
Wolverine Trading
Chicago,
Illinois
| – | -$428K | -16,717 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
IBDD Hedge Fund Activity: Q1 2019 in Review
26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2019, worth a combined $31.4M — up 98% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBDD positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $12.6M. The largest seller was Wolverine Trading, exiting entirely with an estimated $428K sold.
- 26 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2019, up from 20 in Q4 2018.
- Funds reported $31.4M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2019, up 98% quarter-over-quarter.
- 7 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2019 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2019 was Confluence Investment Management, an estimated $12.6M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2019 was Wolverine Trading, an estimated $428K sold.
Based on aggregated 13F filings for Q1 2019.