We are live on ! Find out more
IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

26 hedge funds and large institutions have $35M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 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

8% more funds holding

Funds holding: 2426 (+2)

1% less capital invested

Capital invested by funds: $35.5M → $35M (-$471K)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$12.6M +$399K +14,969 +3%
Bank of America
2
Bank of America
North Carolina
$5.38M -$309K -11,575 -5%
Ameriprise
3
Ameriprise
Minnesota
$4.83M +$2.1M +78,677 +77%
Jane Street
4
Jane Street
New York
$2.03M -$2.5M -93,724 -55%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.46M -$30K -1,124 -2%
Wolverine Trading
6
Wolverine Trading
Illinois
$1.13M +$1.13M +42,441 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.1M -$165K -6,183 -13%
HighTower Advisors
8
HighTower Advisors
Illinois
$893K
UBS Group
9
UBS Group
Switzerland
$838K +$113K +4,253 +16%
Mariner
10
Mariner
Kansas
$816K -$96.4K -3,616 -11%
US Bancorp
11
US Bancorp
Minnesota
$809K +$104K +3,916 +15%
Morgan Stanley
12
Morgan Stanley
New York
$524K +$8.32K +312 +2%
VKH
13
Virtu KCG Holdings
New York
$507K -$240K -8,995 -32%
FAAS
14
First Allied Advisory Services
California
$465K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$316K -$30.5K -1,146 -9%
DADC
16
D.A. Davidson & Co
Montana
$314K -$18.1K -680 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$218K +$218K +8,175 New
LPL Financial
18
LPL Financial
California
$216K -$29.5K -1,107 -12%
OAM
19
Oppenheimer Asset Management
New York
$208K +$4K +150 +2%
AIM
20
Anchor Investment Management
South Carolina
$108K
GWA
21
Guidant Wealth Advisors
Illinois
$86K -$8.5K -319 -9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$70K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$44K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$37K +$8.5K +319 +29%
AG
25
Advisor Group
Arizona
$18K +$18.4K +691 New

IBDD Hedge Fund Activity: Q2 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q2 2017, worth a combined $35M — down 1.3% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBDD positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.1M. The largest seller was Jane Street, cutting an estimated $2.5M.

  • 26 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q2 2017, up from 24 in Q1 2017.
  • Funds reported $35M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q2 2017, down 1.3% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q2 2017 and 1 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q2 2017 was Ameriprise, an estimated $2.1M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q2 2017 was Jane Street, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2017.