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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

IBDD was delisted on the 30th of March, 2023.

23 hedge funds and large institutions have $37.2M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

21% more funds holding

Funds holding: 1923 (+4)

18% more capital invested

Capital invested by funds: $31.5M → $37.2M (+$5.68M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$10.1M +$1.47M +53,817 +17%
Bank of America
2
Bank of America
North Carolina
$5.31M +$430K +15,789 +9%
Jane Street
3
Jane Street
New York
$4.53M -$809K -29,710 -15%
VKH
4
Virtu KCG Holdings
New York
$3.54M +$274K +10,049 +8%
Wolverine Trading
5
Wolverine Trading
Illinois
$2.82M +$2.82M +103,686 New
Ameriprise
6
Ameriprise
Minnesota
$2.33M +$536K +19,684 +30%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.54M +$83.4K +3,062 +6%
Citadel Advisors
8
Citadel Advisors
Florida
$1.34M +$1.34M +49,205 New
HighTower Advisors
9
HighTower Advisors
Illinois
$1.16M
Mariner
10
Mariner
Kansas
$1.03M +$2.97K +109 +0.3%
FAAS
11
First Allied Advisory Services
California
$602K
US Bancorp
12
US Bancorp
Minnesota
$575K +$201K +7,390 +54%
Morgan Stanley
13
Morgan Stanley
New York
$533K +$29.8K +1,093 +6%
UBS Group
14
UBS Group
Switzerland
$477K +$54.9K +2,015 +13%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$315K -$1.26M -46,183 -80%
DADC
16
D.A. Davidson & Co
Montana
$250K -$10.9K -400 -4%
LPL Financial
17
LPL Financial
California
$234K +$7.03K +258 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$160K -$164K -6,004 -51%
MFS
19
MSI Financial Services
Massachusetts
$159K +$39K +1,433 +32%
GWA
20
Guidant Wealth Advisors
Illinois
$88K +$88.5K +3,248 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$55K -$157K -5,762 -74%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$45K +$45.4K +1,665 New
Wells Fargo
23
Wells Fargo
California
$9K
BCFS
24
Butensky & Cohen Financial Security
Florida
$2K

IBDD Hedge Fund Activity: Q3 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q3 2016, worth a combined $37.2M — up 18% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBDD positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $2.82M. The largest seller was Susquehanna International Group, cutting an estimated $1.26M.

  • 23 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q3 2016, up from 19 in Q2 2016.
  • Funds reported $37.2M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q3 2016, up 18% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q3 2016 and 0 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q3 2016 was Wolverine Trading, an estimated $2.82M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q3 2016 was Susquehanna International Group, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2016.