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IBDH

iShares iBonds Dec 2018 Term Corporate ETF

Delisted

IBDH was delisted on the 17th of December, 2018.

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: 5965 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Patten Group
Tennessee
$118K
VFA
52
Valeo Financial Advisors
Indiana
$110K
IWM
53
IHT Wealth Management
Illinois
$99K +$99.6K +3,959 New
AF
54
Advisornet Financial
Minnesota
$94K +$94.5K +3,757 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78K +$40.2K +1,599 +106%
PCP
56
Proficio Capital Partners
Massachusetts
$76K
FGC
57
Financial Gravity Companies
Texas
$73K +$73.5K +2,921 New
AG
58
Advisor Group
Arizona
$70K -$126K -5,000 -64%
ECM
59
Exchange Capital Management
Michigan
$46K
TCM
60
TD Capital Management
Tennessee
$44K +$226 +9 +0.5%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$33K
VNA
62
Valley National Advisers
Pennsylvania
$28K -$64.6K -2,570 -70%
LNB
63
Ledyard National Bank
$25K
CFD
64
Creative Financial Designs
Indiana
$10K +$9.93K +395 New
FAAS
65
First Allied Advisory Services
California
$8K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$6K
SEI Investments
67
SEI Investments
Pennsylvania
$6K +$6.09K +242 New
TC
68
Trust Company
Kansas
$4K
BlackRock
69
BlackRock
New York
$3K +$25 +1 +0.8%
BHB
70
Bank Hapoalim BM
Israel
$51
TCM
71
Tradition Capital Management
New Jersey
-$1.03M -40,863 Closed
FTS
72
Fifth Third Securities
Ohio
-$561K -22,274 Closed
SFS
73
Sowell Financial Services
Arkansas
-$441K -17,542 Closed
Citigroup
74
Citigroup
New York
-$34K -1,361 Closed

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.