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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

24 hedge funds and large institutions have $35.5M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

4% more funds holding

Funds holding: 2324 (+1)

2% less capital invested

Capital invested by funds: $36.2M → $35.5M (-$730K)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$12.1M +$768K +29,206 +7%
Bank of America
2
Bank of America
North Carolina
$5.63M +$238K +9,035 +4%
Jane Street
3
Jane Street
New York
$4.48M -$101K -3,831 -2%
Ameriprise
4
Ameriprise
Minnesota
$2.69M +$197K +7,506 +8%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.47M -$15.6K -592 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$1.25M -$66.5K -2,529 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.14M +$563K +21,401 +98%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.1M
Mariner
9
Mariner
Kansas
$903K -$89.6K -3,408 -9%
VKH
10
Virtu KCG Holdings
New York
$739K -$1.93M -73,374 -72%
UBS Group
11
UBS Group
Switzerland
$717K +$174K +6,631 +32%
US Bancorp
12
US Bancorp
Minnesota
$697K +$119K +4,531 +21%
Morgan Stanley
13
Morgan Stanley
New York
$511K +$28.6K +1,089 +6%
FAAS
14
First Allied Advisory Services
California
$436K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$343K +$119K +4,529 +54%
DADC
16
D.A. Davidson & Co
Montana
$328K +$39.4K +1,500 +14%
LPL Financial
17
LPL Financial
California
$243K +$242K +9,191 New
OAM
18
Oppenheimer Asset Management
New York
$202K +$201K +7,663 New
IWM
19
IHT Wealth Management
Illinois
$174K
AIM
20
Anchor Investment Management
South Carolina
$107K +$106K +4,050 New
GWA
21
Guidant Wealth Advisors
Illinois
$94K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$70K +$5.21K +198 +8%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$44K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$29K -$126K -4,780 -82%
BCFS
25
Butensky & Cohen Financial Security
Florida
$2K

IBDD Hedge Fund Activity: Q1 2017 in Review

24 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2017, worth a combined $35.5M — down 2% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBDD positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $768K. The largest seller was Virtu KCG Holdings, cutting an estimated $1.93M.

  • 24 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2017, up from 23 in Q4 2016.
  • Funds reported $35.5M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2017, down 2% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2017 and 1 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2017 was Confluence Investment Management, an estimated $768K added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2017.