iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
17 hedge funds and large institutions have $22.5M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
17% less capital invested
Capital invested by funds: $27.2M → $22.5M (-$4.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$4.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$374K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$313K |
| 4 |
LPL Financial
San Diego,
California
|
+$294K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$62.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.37M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$574K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$486K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$30K |
IBDD Hedge Fund Activity: Q4 2015 in Review
17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2015, worth a combined $22.5M — down 17% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBDD positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Virtu KCG Holdings, adding an estimated $4.06M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $4.37M sold.
- 17 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2015, up from 16 in Q3 2015.
- Funds reported $22.5M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2015, down 17% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2015 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2015 was Virtu KCG Holdings, an estimated $4.06M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $4.37M sold.
Based on aggregated 13F filings for Q4 2015.