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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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16 hedge funds and large institutions have $24.8M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

42% more capital invested

Capital invested by funds: $17.5M → $24.8M (+$7.34M)

33% more funds holding

Funds holding: 12 → 16 (+4)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$1.99M
2
B
Baird
Wisconsin
+$1.31M
3
UCFA
United Capital Financial Advisors
Texas
+$1.14M
4
Jane Street
Jane Street
New York
+$663K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$604K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$51.8K
2
ASN
Advisory Services Network
Georgia
-$21.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$6.26M +$1.99M +74,284 +47%
UCFA
2
United Capital Financial Advisors
Texas
$4.96M +$1.14M +42,600 +30%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.04M +$604K +22,596 +18%
Bank of America
4
Bank of America
North Carolina
$3.2M +$462K +17,268 +17%
FAAS
5
First Allied Advisory Services
California
$1.77M +$487K +18,212 +38%
B
6
Baird
Wisconsin
$1.31M +$1.31M +49,000 New
Mariner
7
Mariner
Kansas
$1.07M +$21.7K +812 +2%
Jane Street
8
Jane Street
New York
$665K +$663K +24,808 New
LPL Financial
9
LPL Financial
California
$507K +$136K +5,084 +37%
Morgan Stanley
10
Morgan Stanley
New York
$400K -$51.8K -1,936 -12%
ASN
11
Advisory Services Network
Georgia
$237K -$21.1K -788 -8%
MAA
12
Managed Account Advisors
New Jersey
$235K +$235K +8,772 New
UBS Group
13
UBS Group
Switzerland
$139K +$123K +4,584 +739%
GWA
14
Genesis Wealth Advisors
Massachusetts
$23.1K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– +$428 +16 New

IBDD Hedge Fund Activity: Q1 2015 in Review

16 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2015, worth a combined $24.8M — up 42% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBDD positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $51.8K.

  • 16 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2015, up from 12 in Q4 2014.
  • Funds reported $24.8M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2015, up 42% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2015 and 0 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2015 was Confluence Investment Management, an estimated $1.99M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2015 was Morgan Stanley, an estimated $51.8K sold.

Based on aggregated 13F filings for Q1 2015.