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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

25 hedge funds and large institutions have $35.8M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $35M → $35.8M (+$752K)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

4% less funds holding

Funds holding: 2625 (-1)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$13.2M +$516K +19,286 +4%
Bank of America
2
Bank of America
North Carolina
$4.93M -$464K -17,328 -9%
Ameriprise
3
Ameriprise
Minnesota
$4.62M -$230K -8,603 -5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +56,377 New
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.46M -$1.04K -39 -0.1%
UBS Group
6
UBS Group
Switzerland
$1.27M +$434K +16,227 +52%
Citadel Advisors
7
Citadel Advisors
Florida
$1.06M -$35.1K -1,313 -3%
DADC
8
D.A. Davidson & Co
Montana
$1.06M +$746K +27,880 +237%
Mariner
9
Mariner
Kansas
$905K +$87.3K +3,264 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$898K
US Bancorp
11
US Bancorp
Minnesota
$835K +$24.9K +930 +3%
Jane Street
12
Jane Street
New York
$771K -$1.26M -47,122 -62%
Morgan Stanley
13
Morgan Stanley
New York
$701K +$176K +6,578 +33%
Wolverine Trading
14
Wolverine Trading
Illinois
$493K -$642K -24,002 -57%
FAAS
15
First Allied Advisory Services
California
$470K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$348K +$31K +1,158 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$220K +$1.58K +59 +0.7%
LPL Financial
18
LPL Financial
California
$207K -$9.1K -340 -4%
OAM
19
Oppenheimer Asset Management
New York
$205K -$4.42K -165 -2%
Stifel Financial
20
Stifel Financial
Missouri
$200K +$200K +7,467 New
IWM
21
IHT Wealth Management
Illinois
$175K
AIM
22
Anchor Investment Management
South Carolina
$108K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$62K -$8.16K -305 -12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$45K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$41K +$2.89K +108 +8%

IBDD Hedge Fund Activity: Q3 2017 in Review

25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q3 2017, worth a combined $35.8M — up 2.1% from $35M a quarter earlier.

Fund positioning in IBDD was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.51M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 25 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q3 2017, down from 26 in Q2 2017.
  • Funds reported $35.8M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q3 2017, up 2.1% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q3 2017 and 2 closed out, a net change of 0 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $1.51M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q3 2017 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2017.