iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
16 hedge funds and large institutions have $27.2M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $25.9M → $27.2M (+$1.29M)
16% less funds holding
Funds holding: 19 → 16 (-3)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$398K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$387K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$332K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$260K |
| 5 |
Morgan Stanley
New York
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$328K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$89.2K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$24.3K |
| 4 |
LPL Financial
San Diego,
California
|
-$10.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3K |
IBDD Hedge Fund Activity: Q3 2015 in Review
16 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q3 2015, worth a combined $27.2M — up 5% from $25.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IBDD and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $398K. The largest seller was Royal Bank of Canada, cutting an estimated $328K.
- 16 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q3 2015, down from 19 in Q2 2015.
- Funds reported $27.2M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q3 2015, up 5% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q3 2015 and 2 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q3 2015 was United Capital Financial Advisors, an estimated $398K added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q3 2015 was Royal Bank of Canada, an estimated $328K sold.
Based on aggregated 13F filings for Q3 2015.