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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

27 hedge funds and large institutions have $37.3M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

8% more funds holding

Funds holding: 2527 (+2)

4% more capital invested

Capital invested by funds: $35.8M → $37.3M (+$1.53M)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$13.5M +$477K +17,936 +4%
Bank of America
2
Bank of America
North Carolina
$5M +$122K +4,579 +2%
Ameriprise
3
Ameriprise
Minnesota
$4.76M +$233K +8,774 +5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M +$52.2K +1,965 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.45M +$7.01K +264 +0.5%
UBS Group
6
UBS Group
Switzerland
$1.07M -$189K -7,109 -15%
KC
7
KHP Capital
Oklahoma
$1.05M +$1.05M +39,566 New
Citadel Advisors
8
Citadel Advisors
Florida
$962K -$90.4K -3,402 -9%
DADC
9
D.A. Davidson & Co
Montana
$954K -$95.6K -3,600 -9%
Wolverine Trading
10
Wolverine Trading
Illinois
$934K +$448K +16,875 +92%
US Bancorp
11
US Bancorp
Minnesota
$886K +$59.3K +2,231 +7%
Mariner
12
Mariner
Kansas
$874K -$21.7K -815 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$860K
Morgan Stanley
14
Morgan Stanley
New York
$673K -$20.6K -777 -3%
FAAS
15
First Allied Advisory Services
California
$533K
Jane Street
16
Jane Street
New York
$483K -$281K -10,593 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$326K -$18.4K -691 -5%
Stifel Financial
18
Stifel Financial
Missouri
$302K +$104K +3,915 +52%
LPL Financial
19
LPL Financial
California
$224K +$19K +716 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$220K +$2.1K +79 +1%
OAM
21
Oppenheimer Asset Management
New York
$205K
IWM
22
IHT Wealth Management
Illinois
$173K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$143K +$99.5K +3,745 +225%
AIM
24
Anchor Investment Management
South Carolina
$107K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$61K +$21K +792 +52%

IBDD Hedge Fund Activity: Q4 2017 in Review

27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2017, worth a combined $37.3M — up 4.3% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBDD positions and 0 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $477K. The largest seller was Jane Street, cutting an estimated $281K.

  • 27 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2017, up from 25 in Q3 2017.
  • Funds reported $37.3M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2017, up 4.3% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2017 was Confluence Investment Management, an estimated $477K added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2017 was Jane Street, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2017.