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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
CWS
51
Cypress Wealth Services
California
$266K -$7.43K -296 -3%
SMC
52
Smith, Moore & Co
Missouri
$258K +$35.8K +1,425 +16%
LF
53
Lee Financial
Texas
$256K – – –
WA
54
Wealthstar Advisors
Texas
$222K – – –
VFA
55
Valeo Financial Advisors
Indiana
$220K – – –
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$190K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
PG
58
Patten Group
Tennessee
$118K – – –
AF
59
Advisornet Financial
Minnesota
$94K – – –
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88K – – –
FGAM
61
Financial Gravity Asset Management
Texas
$79K +$3.62K +144 +5%
B
62
Bridgeworth
Alabama
$77K +$77.8K +3,096 New
AG
63
Advisor Group
Arizona
$64K -$5.5K -219 -8%
ACS
64
Archford Capital Strategies
Illinois
$57K -$3.09K -123 -5%
BHB
65
Bank Hapoalim BM
Israel
$51K – – –
SIS
66
Sound Income Strategies
Florida
$48K -$26.1K -1,040 -35%
ECM
67
Exchange Capital Management
Michigan
$46K – – –
TCM
68
TD Capital Management
Tennessee
$44K +$201 +8 +0.5%
WF
69
WealthTrust Fairport
Ohio
$35K – – –
VNA
70
Valley National Advisers
Pennsylvania
$28K – – –
IAS
71
IMA Advisory Services
Colorado
$28K +$28.2K +1,121 New
AA
72
AlphaMark Advisors
Kentucky
$13K -$5.03M -200,335 -100%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$6K – – –
BlackRock
74
BlackRock
New York
$3K – – –
NA
75
NewEdge Advisors
Louisiana
$629 +$357K +14,222 +131%
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.