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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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70 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $195M → $219M (+$24M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 74 → 70 (-4)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $50K

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
21
Reduced
27
Closed
9
Calls
–
Puts
$50K
Net Calls
-$50K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.83M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M
4
BTS
BB&T Securities
Virginia
+$526K
5
NA
NewEdge Advisors
Louisiana
+$455K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$5.43M
2
UBS Group
UBS Group
Switzerland
-$1.78M
3
Morgan Stanley
Morgan Stanley
New York
-$1.72M
4
ASN
Advisory Services Network
Georgia
-$997K
5
GLA
Great Lakes Advisors
Illinois
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +52,391 New
BCM
27
Brookstone Capital Management
Illinois
$1.27M -$133K -5,299 -9%
NA
28
NewEdge Advisors
Louisiana
$1.08M +$455K +18,121 +72%
MA
29
MCF Advisors
Kentucky
$1.04M +$160K +6,369 +18%
BII
30
Bainco International Investors
Massachusetts
$990K -$85.4K -3,400 -8%
Stifel Financial
31
Stifel Financial
Missouri
$893K +$2.26K +90 +0.3%
HFS
32
HL Financial Services
Kentucky
$843K -$115K -4,568 -12%
RWM
33
Ritholtz Wealth Management
New York
$837K +$59.1K +2,354 +8%
Wolverine Trading
34
Wolverine Trading
Illinois
$801K +$307K +12,237 +62%
LWM
35
Lenox Wealth Management
Ohio
$763K -$565K -22,492 -43%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$674K +$127K +5,066 +23%
Mariner
37
Mariner
Kansas
$671K -$12K -477 -2%
IA
38
IFP Advisors
Florida
$666K +$31.1K +1,237 +5%
APA
39
American Portfolios Advisors
New York
$594K – – –
AGA
40
Accuvest Global Advisors
Utah
$533K – – –
VC
41
Vicus Capital
Pennsylvania
$475K -$29K -1,154 -6%
FCIM
42
Fairview Capital Investment Management
California
$445K – – –
WIC
43
Whitegate Investment Counselors
New Hampshire
$417K -$30.1K -1,200 -7%
CC
44
Courier Capital
New York
$407K – – –
WGCA
45
Wolf Group Capital Advisors
Virginia
$399K – – –
FFIC
46
First Fiduciary Investment Counsel
Ohio
$364K +$5.02K +200 +1%
FPS
47
Fieldpoint Private Securities
Connecticut
$354K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$332K +$143K +5,681 +75%
BWM
49
BerganKDV Wealth Management
Minnesota
$326K +$226 +9 +0.1%
CCM
50
Crabel Capital Management
California
$285K – – –
1
2
3 4

IBDH Hedge Fund Activity: Q3 2018 in Review

70 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q3 2018, worth a combined $219M — up 12% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IBDH and 5 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, opening a new position worth an estimated $6.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.43M.

  • 70 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q3 2018, down from 74 in Q2 2018.
  • Funds reported $219M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q3 2018 and 9 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q3 2018 was Jane Street, an estimated $6.83M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2018.