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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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79 hedge funds and large institutions have $196M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more funds holding

Funds holding: 65 → 79 (+14)

18% more capital invested

Capital invested by funds: $166M → $196M (+$29.5M)

Holders
79
Holders Change
+14
Holders Change %
+21.54%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
28
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$9.02M
2
TWA
Tillar-Wenstrup Advisors
Ohio
+$6.49M
3
Morgan Stanley
Morgan Stanley
New York
+$5.33M
4
MCM
MV Capital Management
Maryland
+$3.55M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.66M
2
Jane Street
Jane Street
New York
-$3.18M
3
AA
AlphaMark Advisors
Kentucky
-$950K
4
Comerica Bank
Comerica Bank
Texas
-$907K
5
WGCA
Wolf Group Capital Advisors
Virginia
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Lenox Wealth Management
Ohio
$1.47M -$234K -9,314 -14%
BCM
27
Brookstone Capital Management
Illinois
$1.44M -$208K -8,290 -13%
BII
28
Bainco International Investors
Massachusetts
$1.29M -$215K -8,567 -14%
FIM
29
Freedom Investment Management
Connecticut
$1.15M +$38.4K +1,529 +3%
ASN
30
Advisory Services Network
Georgia
$1.02M – – –
OCM
31
One Capital Management
California
$939K +$938K +37,350 New
RWM
32
Ritholtz Wealth Management
New York
$783K +$28.4K +1,129 +4%
HFS
33
HL Financial Services
Kentucky
$751K +$281K +11,175 +60%
Stifel Financial
34
Stifel Financial
Missouri
$722K +$722K +28,743 New
Mariner
35
Mariner
Kansas
$716K +$43.3K +1,725 +6%
IA
36
IFP Advisors
Florida
$605K – – –
APA
37
American Portfolios Advisors
New York
$565K +$565K +22,485 New
GLA
38
Great Lakes Advisors
Illinois
$551K +$18.2K +726 +3%
MA
39
MCF Advisors
Kentucky
$550K -$5.38K -214 -1%
JIC
40
Johnson Investment Counsel
Ohio
$520K -$284K -11,289 -35%
VC
41
Vicus Capital
Pennsylvania
$499K +$1.18K +47 +0.2%
Wolverine Trading
42
Wolverine Trading
Illinois
$494K -$16.5K -658 -3%
WIC
43
Whitegate Investment Counselors
New Hampshire
$447K – – –
FCIM
44
Fairview Capital Investment Management
California
$445K -$25.1K -1,000 -5%
WGCA
45
Wolf Group Capital Advisors
Virginia
$412K -$412K -16,396 Closed
Prudential Financial
46
Prudential Financial
New Jersey
$412K +$411K +16,377 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$388K +$388K +15,425 New
CC
48
Courier Capital
New York
$382K +$20.1K +800 +6%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$350K – – –
AGA
50
Accuvest Global Advisors
Utah
$321K +$779 +31 +0.2%
1
2
3 4

IBDH Hedge Fund Activity: Q1 2018 in Review

79 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q1 2018, worth a combined $196M — up 18% from $166M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDH positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was BB&T Securities, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $4.66M.

  • 79 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q1 2018, up from 65 in Q4 2017.
  • Funds reported $196M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q1 2018, up 18% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q1 2018 and 5 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q1 2018 was BB&T Securities, an estimated $9.02M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q1 2018 was Bank of America, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2018.