iShares iBonds Dec 2018 Term Corporate ETF
IBDH
IBDH was delisted on the 17th of December, 2018.
17 hedge funds and large institutions have $36.6M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
218% more capital invested
Capital invested by funds: $11.5M → $36.6M (+$25.1M)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
70% more funds holding
Funds holding: 10 → 17 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.87M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.35M |
| 5 |
CIM
Corda Investment Management
Houston,
Texas
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$442K |
| 2 |
AIG
American International Group
New York
|
-$7.29K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.02K |
IBDH Hedge Fund Activity: Q4 2015 in Review
17 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q4 2015, worth a combined $36.6M — up 218% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDH positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.98M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $442K sold.
- 17 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q4 2015, up from 10 in Q3 2015.
- Funds reported $36.6M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q4 2015, up 218% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q4 2015 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.98M added.
- The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $442K sold.
Based on aggregated 13F filings for Q4 2015.