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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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12 hedge funds and large institutions have $17.5M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more funds holding

Funds holding: 9 → 12 (+3)

1% more capital invested

Capital invested by funds: $17.4M → $17.5M (+$116K)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
2
UCFA
United Capital Financial Advisors
Texas
+$736K
3
FAAS
First Allied Advisory Services
California
+$491K
4
LPL Financial
LPL Financial
California
+$363K
5
ASN
Advisory Services Network
Georgia
+$253K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.95M
2
Bank of America
Bank of America
North Carolina
-$386K
3
Barclays
Barclays
United Kingdom
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$4.21M +$191K +7,264 +5%
UCFA
2
United Capital Financial Advisors
Texas
$3.78M +$736K +27,960 +24%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.39M +$1.28M +48,476 +61%
Bank of America
4
Bank of America
North Carolina
$2.7M -$386K -14,648 -13%
FAAS
5
First Allied Advisory Services
California
$1.27M +$491K +18,636 +63%
Mariner
6
Mariner
Kansas
$1.03M +$51.1K +1,940 +5%
Morgan Stanley
7
Morgan Stanley
New York
$444K +$151K +5,724 +52%
LPL Financial
8
LPL Financial
California
$365K +$363K +13,804 New
ASN
9
Advisory Services Network
Georgia
$258K +$253K +9,600 New
GWA
10
Genesis Wealth Advisors
Massachusetts
$23.1K +$22.6K +860 New
UBS Group
11
UBS Group
Switzerland
$16K +$16.3K +620 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
– -$2.95M -112,944 Closed
Barclays
13
Barclays
United Kingdom
– -$260K -10,000 Closed
Parallax Volatility Advisers
14
Parallax Volatility Advisers
California
– +$105 +4 New

IBDD Hedge Fund Activity: Q4 2014 in Review

12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2014, worth a combined $17.5M — up 0.67% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDD positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.28M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $2.95M sold.

  • 12 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2014, up from 9 in Q3 2014.
  • Funds reported $17.5M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2014, up 0.67% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2014 and 2 closed out, a net change of +3 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $1.28M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2014.