iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
11 hedge funds and large institutions have $12.7M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, reducing their positions, and 0 closing their positions.
87% more capital invested
Capital invested by funds: $6.8M → $12.7M (+$5.93M)
83% more funds holding
Funds holding: 6 → 11 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$984K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$862K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$725K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $3.76M | +$62.5K | +2,392 | +2% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $3.16M | +$725K | +27,732 | +30% |
|
|
UCFA
3
United Capital Financial Advisors
Irving,
Texas
| $1.55M | +$1.2M | +45,736 | +354% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.52M | +$1.17M | +44,788 | +347% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $995K | +$984K | +37,656 | New |
|
|
6
Mariner
Overland Park,
Kansas
| $872K | +$862K | +32,992 | New |
|
7
Jane Street
New York
| $326K | +$323K | +12,340 | New |
|
|
FAAS
8
First Allied Advisory Services
San Diego,
California
| $319K | +$317K | +12,112 | New |
|
9
Morgan Stanley
New York
| $182K | +$38.7K | +1,480 | +27% |
|
|
U
10
UBS
Zurich,
Switzerland
| $33K | – | – | – |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.89K | +340 | New |
|
IBDD Hedge Fund Activity: Q2 2014 in Review
11 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q2 2014, worth a combined $12.7M — up 87% from $6.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDD positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $1.2M.
- 11 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $12.7M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q2 2014, up 87% quarter-over-quarter.
- 5 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q2 2014 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $1.2M added.
Based on aggregated 13F filings for Q2 2014.