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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 $37.4M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $37.3M → $37.4M (+$39.4K)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$13.1M -$105K -4,016 -0.8%
Bank of America
2
Bank of America
North Carolina
$4.87M -$10.1K -390 -0.2%
Jane Street
3
Jane Street
New York
$3.63M +$3.18M +122,378 +671%
Ameriprise
4
Ameriprise
Minnesota
$2.19M -$2.51M -96,403 -53%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.15M +$646K +24,824 +43%
Wolverine Trading
6
Wolverine Trading
Illinois
$1.91M +$1.01M +38,701 +110%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.39M -$25.5K -978 -2%
US Bancorp
8
US Bancorp
Minnesota
$986K +$124K +4,748 +14%
KC
9
KHP Capital
Oklahoma
$976K -$45.3K -1,740 -4%
Mariner
10
Mariner
Kansas
$868K +$16.1K +617 +2%
UBS Group
11
UBS Group
Switzerland
$849K -$199K -7,660 -19%
DADC
12
D.A. Davidson & Co
Montana
$803K -$129K -4,950 -14%
HighTower Advisors
13
HighTower Advisors
Illinois
$770K
Morgan Stanley
14
Morgan Stanley
New York
$547K -$111K -4,265 -17%
FAAS
15
First Allied Advisory Services
California
$483K
Stifel Financial
16
Stifel Financial
Missouri
$405K +$111K +4,262 +37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$371K +$53.4K +2,052 +17%
LPL Financial
18
LPL Financial
California
$237K +$18.3K +704 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$233K +$175K +6,720 +292%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$205K -$9.63K -370 -4%
IWM
21
IHT Wealth Management
Illinois
$169K
AIM
22
Anchor Investment Management
South Carolina
$105K
PCP
23
Proficio Capital Partners
Massachusetts
$80K +$80.4K +3,090 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$43K -$97.5K -3,745 -69%
Wells Fargo
25
Wells Fargo
California
$11K +$11.3K +436 New

IBDD Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2018, worth a combined $37.4M — up 0.11% from $37.3M a quarter earlier.

Fund positioning in IBDD was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $3.18M. The largest seller was Ameriprise, cutting an estimated $2.51M.

  • 27 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $37.4M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2018, up 0.11% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2018 was Jane Street, an estimated $3.18M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2018 was Ameriprise, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2018.