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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 $31.4M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

98% more capital invested

Capital invested by funds: $15.9M → $31.4M (+$15.5M)

30% more funds holding

Funds holding: 2026 (+6)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$12.8M +$12.6M +486,828 New
Bank of America
2
Bank of America
North Carolina
$5.31M +$390K +15,022 +8%
US Bancorp
3
US Bancorp
Minnesota
$1.66M +$97.9K +3,771 +6%
FC
4
Ferris Capital
Massachusetts
$1.5M +$1.11M +42,651 +298%
COI
5
Capital One Investing
Virginia
$1.49M +$533K +20,547 +57%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.26M +$256K +9,854 +26%
Ameriprise
7
Ameriprise
Minnesota
$1.09M -$277K -10,686 -20%
Mariner
8
Mariner
Kansas
$769K -$91.1K -3,508 -11%
DADC
9
D.A. Davidson & Co
Montana
$720K -$30.8K -1,188 -4%
Jane Street
10
Jane Street
New York
$664K +$653K +25,161 New
UBS Group
11
UBS Group
Switzerland
$650K -$30.5K -1,174 -5%
PAG
12
Private Advisor Group
New Jersey
$555K
HighTower Advisors
13
HighTower Advisors
Illinois
$539K
Stifel Financial
14
Stifel Financial
Missouri
$488K +$479K +18,458 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$462K +$17K +653 +4%
LPL Financial
16
LPL Financial
California
$425K -$157K -6,060 -27%
Morgan Stanley
17
Morgan Stanley
New York
$425K +$45.6K +1,756 +12%
OAM
18
Oppenheimer Asset Management
New York
$177K +$174K +6,704 New
AIM
19
Anchor Investment Management
South Carolina
$107K
GWA
20
Guidant Wealth Advisors
Illinois
$87K -$8.67K -334 -9%
PCP
21
Proficio Capital Partners
Massachusetts
$82K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$44K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20.8K +802 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16K
ASN
25
Advisory Services Network
Georgia
$11K +$10.4K +401 New

IBDD Hedge Fund Activity: Q1 2019 in Review

26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2019, worth a combined $31.4M — up 98% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBDD positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $12.6M. The largest seller was Wolverine Trading, exiting entirely with an estimated $428K sold.

  • 26 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2019, up from 20 in Q4 2018.
  • Funds reported $31.4M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2019, up 98% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2019 and 1 closed out, a net change of +6 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2019 was Confluence Investment Management, an estimated $12.6M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2019 was Wolverine Trading, an estimated $428K sold.

Based on aggregated 13F filings for Q1 2019.