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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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40 hedge funds and large institutions have $86.3M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

22% more capital invested

Capital invested by funds: $70.8M → $86.3M (+$15.5M)

11% more funds holding

Funds holding: 36 → 40 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
+$4.21M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Ameriprise
Ameriprise
Minnesota
+$1.09M
4
UBS Group
UBS Group
Switzerland
+$913K
5
Wolverine Trading
Wolverine Trading
Illinois
+$793K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
2
Jane Street
Jane Street
New York
-$431K
3
Citadel Advisors
Citadel Advisors
Florida
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.4M +$476K +18,803 +3%
UCFA
2
United Capital Financial Advisors
Texas
$10.4M +$746K +29,468 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M +$645K +25,489 +7%
Morgan Stanley
4
Morgan Stanley
New York
$7.75M +$2.47M +97,637 +47%
CIM
5
Corda Investment Management
Texas
$4.65M +$24.8K +980 +0.5%
TC
6
Trust Company
Kansas
$4.2M +$4.21M +166,319 New
UBS Group
7
UBS Group
Switzerland
$4.15M +$913K +36,081 +28%
PAG
8
Private Advisor Group
New Jersey
$3.35M – – –
DE
9
Day & Ennis
Georgia
$2.43M +$120K +4,749 +5%
BCM
10
Brookstone Capital Management
Illinois
$2.28M +$350K +13,819 +18%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.09M +$610K +24,095 +41%
Jane Street
12
Jane Street
New York
$1.96M -$431K -17,019 -18%
Ameriprise
13
Ameriprise
Minnesota
$1.88M +$1.09M +42,905 +136%
LPL Financial
14
LPL Financial
California
$1.43M +$315K +12,434 +28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.39M +$61.4K +2,427 +5%
AGA
16
Accuvest Global Advisors
Utah
$1.38M +$748K +29,545 +117%
RJA
17
Raymond James & Associates
Florida
$1.09M +$160K +6,313 +17%
VKH
18
Virtu KCG Holdings
New York
$1.05M +$538K +21,258 +104%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$886K +$327K +12,925 +58%
Wolverine Trading
20
Wolverine Trading
Illinois
$792K +$793K +31,313 New
US Bancorp
21
US Bancorp
Minnesota
$633K +$199K +7,844 +46%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$524K +$60.4K +2,388 +13%
Citadel Advisors
23
Citadel Advisors
Florida
$523K -$330K -13,031 -39%
WIC
24
Whitegate Investment Counselors
New Hampshire
$475K – – –
GWA
25
Guidant Wealth Advisors
Illinois
$388K +$389K +15,360 New
1
2

IBDH Hedge Fund Activity: Q3 2016 in Review

40 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q3 2016, worth a combined $86.3M — up 22% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBDH positions and 1 closed out — a net gain of 4 holders — while 27 added to existing stakes and 2 trimmed.

The largest buyer was Trust Company, opening a new position worth an estimated $4.21M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.03M sold.

  • 40 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q3 2016, up from 36 in Q2 2016.
  • Funds reported $86.3M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q3 2016, up 22% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q3 2016 was Trust Company, an estimated $4.21M added.
  • The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q3 2016 was Susquehanna International Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2016.