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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

20 hedge funds and large institutions have $15.9M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 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

5% more funds holding

Funds holding: 1920 (+1)

7% less capital invested

Capital invested by funds: $17.1M → $15.9M (-$1.26M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.77M -$210K -8,249 -4%
US Bancorp
2
US Bancorp
Minnesota
$1.51M +$295K +11,571 +24%
Ameriprise
3
Ameriprise
Minnesota
$1.34M -$276K -10,828 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$968K +$439K +17,204 +83%
COI
5
Capital One Investing
Virginia
$917K +$914K +35,827 New
Mariner
6
Mariner
Kansas
$836K +$153 +6 +0%
DADC
7
D.A. Davidson & Co
Montana
$729K -$20.4K -800 -3%
UBS Group
8
UBS Group
Switzerland
$660K -$204K -8,000 -24%
FAAS
9
First Allied Advisory Services
California
$596K
LPL Financial
10
LPL Financial
California
$568K -$99.8K -3,912 -15%
PAG
11
Private Advisor Group
New Jersey
$534K
HighTower Advisors
12
HighTower Advisors
Illinois
$522K
RJFSA
13
Raymond James Financial Services Advisors
Florida
$432K -$4.77K -187 -1%
Wolverine Trading
14
Wolverine Trading
Illinois
$428K -$46K -1,802 -10%
Morgan Stanley
15
Morgan Stanley
New York
$367K -$19.3K -755 -5%
FC
16
Ferris Capital
Massachusetts
$366K +$365K +14,313 New
AIM
17
Anchor Investment Management
South Carolina
$104K
GWA
18
Guidant Wealth Advisors
Illinois
$92K +$92.2K +3,614 New
PCP
19
Proficio Capital Partners
Massachusetts
$79K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$43K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16K -$67.9K -2,661 -81%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1K
Baird Financial Group
23
Baird Financial Group
Wisconsin
-$1.38M -54,132 Closed

IBDD Hedge Fund Activity: Q4 2018 in Review

20 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2018, worth a combined $15.9M — down 7.4% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBDD positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $439K. The largest seller was Baird Financial Group, exiting entirely with an estimated $1.38M sold.

  • 20 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $15.9M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2018, down 7.4% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2018 and 1 closed out, a net change of +2 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $439K added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2018 was Baird Financial Group, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2018.