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IBDH

iShares iBonds Dec 2018 Term Corporate ETF

Delisted

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

64 hedge funds and large institutions have $142M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $118M → $142M (+$23.5M)

12% more funds holding

Funds holding: 5764 (+7)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
32
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$982K +$982K +39,000 New
GWA
27
Guidant Wealth Advisors
Illinois
$953K +$59.3K +2,358 +7%
RWM
28
Ritholtz Wealth Management
New York
$818K +$818K +32,485 New
SWP
29
Stratos Wealth Partners
Ohio
$737K +$17.6K +700 +2%
AGA
30
Accuvest Global Advisors
Utah
$721K -$9.26K -368 -1%
TTWM
31
TCV Trust & Wealth Management
Virginia
$714K -$337K -13,400 -32%
JIC
32
Johnson Investment Counsel
Ohio
$705K
VC
33
Vicus Capital
Pennsylvania
$596K +$51.6K +2,049 +9%
RJA
34
Raymond James & Associates
Florida
$593K +$238K +9,476 +67%
IA
35
IFP Advisors
Florida
$521K +$33.7K +1,338 +7%
GLA
36
Great Lakes Advisors
Illinois
$458K +$130K +5,148 +39%
WIC
37
Whitegate Investment Counselors
New Hampshire
$448K
SFS
38
Sowell Financial Services
Arkansas
$444K +$82.9K +3,292 +23%
WGCA
39
Wolf Group Capital Advisors
Virginia
$438K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$419K -$1.68M -66,856 -80%
FCIM
41
Fairview Capital Investment Management
California
$396K +$181K +7,175 +84%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$390K +$114K +4,512 +41%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$379K -$10.1K -400 -3%
Mariner
44
Mariner
Kansas
$375K -$51.7K -2,055 -12%
CC
45
Courier Capital
New York
$363K
Wolverine Trading
46
Wolverine Trading
Illinois
$311K -$538K -21,383 -63%
Citadel Advisors
47
Citadel Advisors
Florida
$232K -$975K -38,726 -81%
VKH
48
Virtu KCG Holdings
New York
$220K +$220K +8,725 New
CHAM
49
Clear Harbor Asset Management
Connecticut
$200K
PG
50
Patten Group
Tennessee
$119K +$119K +4,714 New

IBDH Hedge Fund Activity: Q2 2017 in Review

64 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q2 2017, worth a combined $142M — up 20% from $118M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDH positions and 1 closed out — a net gain of 9 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $6.71M. The largest seller was Trust Company, cutting an estimated $4.37M.

  • 64 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q2 2017, up from 57 in Q1 2017.
  • Funds reported $142M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q2 2017, up 20% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q2 2017 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q2 2017 was UBS Group, an estimated $6.71M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q2 2017 was Trust Company, an estimated $4.37M sold.

Based on aggregated 13F filings for Q2 2017.