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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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65 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more funds holding

Funds holding: 59 → 65 (+6)

9% more capital invested

Capital invested by funds: $152M → $166M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.22M
2
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.2M
3
Jane Street
Jane Street
New York
+$3.18M
4
Wells Fargo
Wells Fargo
California
+$2.2M
5
UBS Group
UBS Group
Switzerland
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$5.09M
2
TCM
Tradition Capital Management
New Jersey
-$1.03M
3
FTS
Fifth Third Securities
Ohio
-$561K
4
TTWM
TCV Trust & Wealth Management
Virginia
-$465K
5
SFS
Sowell Financial Services
Arkansas
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
26
Bainco International Investors
Massachusetts
$1.51M -$313K -12,456 -17%
FIM
27
Freedom Investment Management
Connecticut
$1.11M +$6.51K +259 +0.6%
ASN
28
Advisory Services Network
Georgia
$1.02M – – –
Comerica Bank
29
Comerica Bank
Texas
$907K +$244K +9,700 +37%
JIC
30
Johnson Investment Counsel
Ohio
$804K – – –
RWM
31
Ritholtz Wealth Management
New York
$754K +$1.16K +46 +0.2%
Mariner
32
Mariner
Kansas
$673K -$103K -4,077 -13%
IA
33
IFP Advisors
Florida
$605K +$12.1K +480 +2%
MA
34
MCF Advisors
Kentucky
$556K +$200K +7,945 +56%
GLA
35
Great Lakes Advisors
Illinois
$533K +$45.8K +1,820 +9%
Wolverine Trading
36
Wolverine Trading
Illinois
$510K +$103K +4,107 +25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$501K +$501K +19,941 New
VC
38
Vicus Capital
Pennsylvania
$497K +$1.41K +56 +0.3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$472K -$39.3K -1,561 -8%
FCIM
40
Fairview Capital Investment Management
California
$471K +$75.4K +3,000 +19%
HFS
41
HL Financial Services
Kentucky
$470K +$202K +8,050 +76%
WIC
42
Whitegate Investment Counselors
New Hampshire
$447K – – –
WGCA
43
Wolf Group Capital Advisors
Virginia
$412K +$412K +16,396 New
CC
44
Courier Capital
New York
$362K – – –
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$349K +$350K +13,905 New
AGA
46
Accuvest Global Advisors
Utah
$320K +$21.9K +869 +7%
LNC
47
Lincoln National Corp
Pennsylvania
$274K – – –
CWS
48
Cypress Wealth Services
California
$273K – – –
TTWM
49
TCV Trust & Wealth Management
Virginia
$231K -$465K -18,500 -67%
CTA
50
Chesley Taft & Associates
Illinois
$216K -$5.03K -200 -2%
1
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IBDH Hedge Fund Activity: Q4 2017 in Review

65 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q4 2017, worth a combined $166M — up 9.4% from $152M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDH positions and 4 closed out — a net gain of 6 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $3.22M. The largest seller was BB&T Securities, cutting an estimated $5.09M.

  • 65 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $166M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q4 2017 and 4 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q4 2017 was Bank of America, an estimated $3.22M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q4 2017 was BB&T Securities, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2017.