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IBDH

iShares iBonds Dec 2018 Term Corporate ETF
IBDH

Delisted

IBDH was delisted on the 17th of December, 2018.

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57 hedge funds and large institutions have $118M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

45% more capital invested

Capital invested by funds: $81.5M → $118M (+$36.8M)

19% more funds holding

Funds holding: 48 → 57 (+9)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$5.33M
2
Wells Fargo
Wells Fargo
California
+$5.3M
3
UBS Group
UBS Group
Switzerland
+$3.8M
4
Morgan Stanley
Morgan Stanley
New York
+$2.55M
5
MCM
MV Capital Management
Maryland
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$514K
2
RJA
Raymond James & Associates
Florida
-$499K
3
Wolverine Trading
Wolverine Trading
Illinois
-$421K
4
Jane Street
Jane Street
New York
-$264K
5
DE
Day & Ennis
Georgia
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$849K -$421K -16,732 -33%
AGA
27
Accuvest Global Advisors
Utah
$730K +$421K +16,730 +136%
SWP
28
Stratos Wealth Partners
Ohio
$719K +$444K +17,650 +162%
JIC
29
Johnson Investment Counsel
Ohio
$704K +$705K +28,000 New
VC
30
Vicus Capital
Pennsylvania
$544K +$223K +8,853 +69%
Jane Street
31
Jane Street
New York
$518K -$264K -10,504 -34%
IA
32
IFP Advisors
Florida
$487K +$351K +13,960 +259%
WIC
33
Whitegate Investment Counselors
New Hampshire
$448K – – –
WGCA
34
Wolf Group Capital Advisors
Virginia
$438K – – –
Mariner
35
Mariner
Kansas
$426K +$37.1K +1,473 +10%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$389K +$242K +9,606 +164%
SFS
37
Sowell Financial Services
Arkansas
$362K -$102K -4,037 -22%
CC
38
Courier Capital
New York
$362K +$25.2K +1,000 +7%
RJA
39
Raymond James & Associates
Florida
$354K -$499K -19,824 -59%
GLA
40
Great Lakes Advisors
Illinois
$328K +$89.1K +3,540 +37%
FFEC
41
First Financial Equity Corporation
Arizona
$277K – – –
Bank of New York Mellon
42
Bank of New York Mellon
New York
$276K +$276K +10,971 New
ASN
43
Advisory Services Network
Georgia
$249K +$249K +9,900 New
IWMPD
44
Integrated Wealth Management (Palm Desert)
California
$239K +$4.25K +169 +2%
FCIM
45
Fairview Capital Investment Management
California
$215K +$215K +8,553 New
VNA
46
Valley National Advisers
Pennsylvania
$92K – – –
PCP
47
Proficio Capital Partners
Massachusetts
$77K +$16.7K +663 +28%
ACS
48
Archford Capital Strategies
Illinois
$60K +$60K +2,385 New
PB
49
Pinnacle Bancorp
Nebraska
$50K +$50.1K +1,989 New
DADC
50
D.A. Davidson & Co
Montana
$44K – – –
1
2
3

IBDH Hedge Fund Activity: Q1 2017 in Review

57 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q1 2017, worth a combined $118M — up 45% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDH positions and 1 closed out — a net gain of 12 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $5.33M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $514K sold.

  • 57 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q1 2017, up from 48 in Q4 2016.
  • Funds reported $118M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q1 2017, up 45% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q1 2017 and 1 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q1 2017 was BB&T Securities, an estimated $5.33M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $514K sold.

Based on aggregated 13F filings for Q1 2017.