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IBDF

iShares iBonds Dec 2016 Term Corporate ETF
IBDF

Delisted

IBDF was delisted on the 15th of December, 2016.

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13 hedge funds and large institutions have $28.9M invested in iShares iBonds Dec 2016 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

170% more capital invested

Capital invested by funds: $10.7M → $28.9M (+$18.2M)

63% more funds holding

Funds holding: 8 → 13 (+5)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$8.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.92M
3
Morgan Stanley
Morgan Stanley
New York
+$1.74M
4
UBS Group
UBS Group
Switzerland
+$546K
5
VKH
Virtu KCG Holdings
New York
+$461K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$8.98M +$8.96M +356,621 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.94M +$8.92M +355,130 New
Bank of America
3
Bank of America
North Carolina
$4.39M -$3.21M -127,765 -42%
Morgan Stanley
4
Morgan Stanley
New York
$1.76M +$1.74M +69,426 +10,180%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.4M +$271K +10,776 +24%
VKH
6
Virtu KCG Holdings
New York
$1.12M +$461K +18,352 +70%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.01M +$88.6K +3,527 +10%
UBS Group
8
UBS Group
Switzerland
$600K +$546K +21,723 +1,029%
VC
9
Vicus Capital
Pennsylvania
$368K +$367K +14,612 New
GHA
10
GW Henssler & Associates
Georgia
$323K – – –
IWMPD
11
Integrated Wealth Management (Palm Desert)
California
$40K +$40K +1,592 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4K – – –
BIM
13
BlackRock Investment Management
Delaware
$3K +$2.99K +119 New

IBDF Hedge Fund Activity: Q4 2015 in Review

13 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2016 Term Corporate ETF (IBDF) for Q4 2015, worth a combined $28.9M — up 170% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDF positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.96M. The largest seller was Bank of America, cutting an estimated $3.21M.

  • 13 institutional investors held iShares iBonds Dec 2016 Term Corporate ETF (IBDF) as of Q4 2015, up from 8 in Q3 2015.
  • Funds reported $28.9M of iShares iBonds Dec 2016 Term Corporate ETF stock for Q4 2015, up 170% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2016 Term Corporate ETF positions in Q4 2015 and 0 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2016 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.96M added.
  • The largest iShares iBonds Dec 2016 Term Corporate ETF seller in Q4 2015 was Bank of America, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2015.