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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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74 hedge funds and large institutions have $195M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

0% less capital invested

Capital invested by funds: $196M → $195M (-$934K)

6% less funds holding

Funds holding: 79 → 74 (-5)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
30
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$4.75M
2
US Bancorp
US Bancorp
Minnesota
+$3.66M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Ameriprise
Ameriprise
Minnesota
+$894K
5
FIM
Freedom Investment Management
Connecticut
+$771K

Top Sellers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
-$5.03M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
4
RJA
Raymond James & Associates
Florida
-$1.08M
5
OCM
One Capital Management
California
-$939K
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
26
Bainco International Investors
Massachusetts
$1.08M -$216K -8,600 -17%
ASN
27
Advisory Services Network
Georgia
$1M -$19.6K -780 -2%
HFS
28
HL Financial Services
Kentucky
$959K +$208K +8,277 +28%
Stifel Financial
29
Stifel Financial
Missouri
$892K +$170K +6,762 +24%
MA
30
MCF Advisors
Kentucky
$882K +$332K +13,204 +60%
RWM
31
Ritholtz Wealth Management
New York
$779K -$3.94K -157 -0.5%
Mariner
32
Mariner
Kansas
$683K -$32.4K -1,290 -5%
IA
33
IFP Advisors
Florida
$635K +$30.5K +1,216 +5%
APA
34
American Portfolios Advisors
New York
$595K +$29.5K +1,175 +5%
GLA
35
Great Lakes Advisors
Illinois
$573K +$22K +876 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$547K +$160K +6,358 +41%
AGA
37
Accuvest Global Advisors
Utah
$534K +$213K +8,466 +66%
VC
38
Vicus Capital
Pennsylvania
$505K +$6.38K +254 +1%
Wolverine Trading
39
Wolverine Trading
Illinois
$494K – – –
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$449K +$99.2K +3,951 +28%
WIC
41
Whitegate Investment Counselors
New Hampshire
$447K – – –
FCIM
42
Fairview Capital Investment Management
California
$445K – – –
WGCA
43
Wolf Group Capital Advisors
Virginia
$412K – – –
CC
44
Courier Capital
New York
$407K +$25.1K +1,000 +7%
FFIC
45
First Fiduciary Investment Counsel
Ohio
$360K +$72.6K +2,890 +25%
FPS
46
Fieldpoint Private Securities
Connecticut
$354K +$354K +14,100 New
BWM
47
BerganKDV Wealth Management
Minnesota
$326K +$25.3K +1,007 +8%
JIC
48
Johnson Investment Counsel
Ohio
$309K -$211K -8,400 -41%
CTA
49
Chesley Taft & Associates
Illinois
$299K +$80.4K +3,200 +37%
CCM
50
Crabel Capital Management
California
$285K +$285K +11,358 New
1
2
3 4

IBDH Hedge Fund Activity: Q2 2018 in Review

74 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q2 2018, worth a combined $195M — down 0.48% from $196M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IBDH and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 30 added.

The largest buyer was BB&T Securities, adding an estimated $4.75M. The largest seller was AlphaMark Advisors, cutting an estimated $5.03M.

  • 74 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q2 2018, down from 79 in Q1 2018.
  • Funds reported $195M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q2 2018, down 0.48% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q2 2018 and 9 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q2 2018 was BB&T Securities, an estimated $4.75M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q2 2018 was AlphaMark Advisors, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2018.