IBDH

iShares iBonds Dec 2018 Term Corporate ETF

Delisted

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

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$9.29M
2 -$5.43M
3 -$4.37M
4
UBS Group
UBS Group
Switzerland
-$1.78M
5
Morgan Stanley
Morgan Stanley
New York
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
51
Chesley Taft & Associates
Illinois
$281K
CWS
52
Cypress Wealth Services
California
$266K
SMC
53
Smith, Moore & Co
Missouri
$259K
LF
54
Lee Financial
Texas
$256K
WA
55
Wealthstar Advisors
Texas
$222K
VFA
56
Valeo Financial Advisors
Indiana
$220K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$169K
AF
58
Advisornet Financial
Minnesota
$94K
AG
59
Advisor Group
Arizona
$66K
ACS
60
Archford Capital Strategies
Illinois
$57K
BFEC
61
Benjamin F. Edwards & Company
Missouri
$51K
ECM
62
Exchange Capital Management
Michigan
$46K
TCM
63
TD Capital Management
Tennessee
$45K
WF
64
WealthTrust Fairport
Ohio
$35K
SIS
65
Sound Income Strategies
Florida
$28K
VNA
66
Valley National Advisers
Pennsylvania
$28K
MWPCG
67
Measured Wealth Private Client Group
New Hampshire
$23K
AA
68
AlphaMark Advisors
Kentucky
$13K
ASN
69
Advisory Services Network
Georgia
$7K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$6K
IAS
71
IMA Advisory Services
Colorado
$5K
BlackRock
72
BlackRock
New York
$3K
GLA
73
Great Lakes Advisors
Illinois
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
JIC
75
Johnson Investment Counsel
Ohio