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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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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: 57 → 64 (+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
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.71M
2
LPL Financial
LPL Financial
California
+$3.11M
3
Bank of America
Bank of America
North Carolina
+$2.92M
4
AA
AlphaMark Advisors
Kentucky
+$2.57M
5
UCFA
United Capital Financial Advisors
Texas
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
-$4.37M
2
Wells Fargo
Wells Fargo
California
-$3.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$975K
5
Wolverine Trading
Wolverine Trading
Illinois
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
$92K – – –
PCP
52
Proficio Capital Partners
Massachusetts
$77K – – –
AG
53
Advisor Group
Arizona
$70K +$31.8K +1,265 +83%
BHB
54
Bank Hapoalim BM
Israel
$51K +$50.6K +2,010 New
TCM
55
TD Capital Management
Tennessee
$44K +$151 +6 +0.3%
ECM
56
Exchange Capital Management
Michigan
$41K +$41.1K +1,633 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$32.6K +1,294 +477%
Citigroup
58
Citigroup
New York
$34K – – –
Creative Planning
59
Creative Planning
Kansas
$30K – – –
LNB
60
Ledyard National Bank
$25K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$22.8K +907 New
DADC
62
D.A. Davidson & Co
Montana
$22K -$21.4K -850 -49%
BCFS
63
Butensky & Cohen Financial Security
Florida
$9K +$1.26K +50 +16%
TC
64
Trust Company
Kansas
$4K -$4.37M -173,817 -100%
BlackRock
65
BlackRock
New York
$3K +$101 +4 +3%
ACS
66
Archford Capital Strategies
Illinois
– -$60K -2,385 Closed
SEI Investments
67
SEI Investments
Pennsylvania
– +$25 +1 New
1 2
3

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.