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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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16 hedge funds and large institutions have $35.9M invested in iShares iBonds Dec 2016 Term Corporate ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

24% more capital invested

Capital invested by funds: $28.9M → $35.9M (+$6.99M)

23% more funds holding

Funds holding: 13 → 16 (+3)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.61M
2
Jane Street
Jane Street
New York
+$830K
3
VKH
Virtu KCG Holdings
New York
+$818K
4
Morgan Stanley
Morgan Stanley
New York
+$695K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$689K

Top Sellers

Rank Fund Capital Flow
1
GHA
GW Henssler & Associates
Georgia
-$89.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.18M +$281K +11,198 +3%
UCFA
2
United Capital Financial Advisors
Texas
$9.14M +$204K +8,118 +2%
Bank of America
3
Bank of America
North Carolina
$4.66M +$283K +11,296 +6%
UBS Group
4
UBS Group
Switzerland
$3.21M +$2.61M +104,160 +437%
Morgan Stanley
5
Morgan Stanley
New York
$2.45M +$695K +27,683 +39%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.08M +$689K +27,467 +49%
VKH
7
Virtu KCG Holdings
New York
$1.94M +$818K +32,597 +73%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.23M +$222K +8,851 +22%
Jane Street
9
Jane Street
New York
$829K +$830K +33,082 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$554K +$555K +22,135 New
VC
11
Vicus Capital
Pennsylvania
$387K +$20.9K +831 +6%
GHA
12
GW Henssler & Associates
Georgia
$232K -$89.5K -3,568 -28%
IWMPD
13
Integrated Wealth Management (Palm Desert)
California
$40K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$16K +$12K +478 +332%
Citigroup
15
Citigroup
New York
$6K +$6.17K +246 New
BIM
16
BlackRock Investment Management
Delaware
$3K – – –

IBDF Hedge Fund Activity: Q1 2016 in Review

16 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2016 Term Corporate ETF (IBDF) for Q1 2016, worth a combined $35.9M — up 24% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBDF positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, adding an estimated $2.61M. The largest seller was GW Henssler & Associates, cutting an estimated $89.5K.

  • 16 institutional investors held iShares iBonds Dec 2016 Term Corporate ETF (IBDF) as of Q1 2016, up from 13 in Q4 2015.
  • Funds reported $35.9M of iShares iBonds Dec 2016 Term Corporate ETF stock for Q1 2016, up 24% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Dec 2016 Term Corporate ETF positions in Q1 2016 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2016 Term Corporate ETF buyer in Q1 2016 was UBS Group, an estimated $2.61M added.
  • The largest iShares iBonds Dec 2016 Term Corporate ETF seller in Q1 2016 was GW Henssler & Associates, an estimated $89.5K sold.

Based on aggregated 13F filings for Q1 2016.