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IBDD

iShares iBonds Mar 2023 Term Corporate ETF
IBDD

Delisted

IBDD was delisted on the 30th of March, 2023.

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6 hedge funds and large institutions have $6.8M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

15% less capital invested

Capital invested by funds: $8.02M → $6.8M (-$1.21M)

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$544K
2
CIM
Confluence Investment Management
Missouri
+$380K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$329K
4
UCFA
United Capital Financial Advisors
Texas
+$329K
5
U
UBS
Switzerland
+$26.3K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
2
VKH
Virtu KCG Holdings
New York
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$3.6M +$380K +14,952 +12%
Bank of America
2
Bank of America
North Carolina
$2.37M +$544K +21,380 +30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$332K +$329K +12,916 New
UCFA
4
United Capital Financial Advisors
Texas
$332K +$329K +12,916 New
Morgan Stanley
5
Morgan Stanley
New York
$139K +$25.4K +1,000 +23%
U
6
UBS
Switzerland
$32K +$26.3K +1,032 +516%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
– -$2.49M -100,244 Closed
VKH
8
Virtu KCG Holdings
New York
– -$558K -22,432 Closed

IBDD Hedge Fund Activity: Q1 2014 in Review

6 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2014, worth a combined $6.8M — down 15% from $8.02M a quarter earlier.

Fund positioning in IBDD was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $544K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.49M sold.

  • 6 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $6.8M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2014, down 15% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2014 and 2 closed out, a net change of 0 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2014 was Bank of America, an estimated $544K added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2014 was Susquehanna International Group, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2014.