We are live on ! Find out more
IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

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

24 hedge funds and large institutions have $34M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $31.1M → $34M (+$2.93M)

4% more funds holding

Funds holding: 2324 (+1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$13.7M +$480K +18,004 +4%
Bank of America
2
Bank of America
North Carolina
$4.26M -$726K -27,250 -14%
Jane Street
3
Jane Street
New York
$2.46M +$2.49M +93,258 New
FC
4
Ferris Capital
Massachusetts
$2.26M +$32.6K +1,222 +1%
US Bancorp
5
US Bancorp
Minnesota
$1.95M -$100K -3,763 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.32M +$1.33M +49,915 New
COF
7
Capital One Financial
Virginia
$1.28M +$1.29M +48,510 New
UBS Group
8
UBS Group
Switzerland
$1.23M +$575K +21,577 +86%
Citadel Advisors
9
Citadel Advisors
Florida
$1.1M -$340K -12,757 -23%
Mariner
10
Mariner
Kansas
$843K +$75.1K +2,817 +10%
DADC
11
D.A. Davidson & Co
Montana
$716K -$4K -150 -0.5%
Stifel Financial
12
Stifel Financial
Missouri
$539K +$39.1K +1,469 +8%
HighTower Advisors
13
HighTower Advisors
Illinois
$519K +$525K +19,708 New
PAG
14
Private Advisor Group
New Jersey
$467K -$69.4K -2,605 -13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$455K +$28.7K +1,077 +7%
Morgan Stanley
16
Morgan Stanley
New York
$355K -$50.3K -1,886 -12%
LPL Financial
17
LPL Financial
California
$268K -$27.4K -1,029 -9%
AIM
18
Anchor Investment Management
South Carolina
$107K
EIP
19
Ellis Investment Partners
Pennsylvania
$96K +$240 +9 +0.2%
TCCM
20
Timber Creek Capital Management
Massachusetts
$29K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16K
Wells Fargo
22
Wells Fargo
California
$15K +$14.9K +558 New
ASN
23
Advisory Services Network
Georgia
$12K -$1.39K -52 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$11K +$11K +413 New
JWCA
25
J.W. Cole Advisors
Florida
-$223K -8,320 Closed

IBDD Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2020, worth a combined $34M — up 9.4% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDD positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.49M. The largest seller was Bank of America, cutting an estimated $726K.

  • 24 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2020, up from 23 in Q4 2019.
  • Funds reported $34M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2020, up 9.4% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2020 and 3 closed out, a net change of +3 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $2.49M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2020 was Bank of America, an estimated $726K sold.

Based on aggregated 13F filings for Q1 2020.