iShares iBonds Dec 2018 Term Corporate ETF
IBDH
IBDH was delisted on the 17th of December, 2018.
48 hedge funds and large institutions have $81.5M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
20% more funds holding
Funds holding: 40 → 48 (+8)
5% less capital invested
Capital invested by funds: $86.3M → $81.5M (-$4.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.42M |
| 2 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$1.41M |
| 3 |
Morgan Stanley
New York
|
+$1.35M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.18M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
-$4.65M |
| 3 |
Jane Street
New York
|
-$1.17M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$1.07M |
| 5 |
Bank of New York Mellon
New York
|
-$886K |
IBDH Hedge Fund Activity: Q4 2016 in Review
48 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q4 2016, worth a combined $81.5M — down 5.5% from $86.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDH positions and 5 closed out — a net gain of 8 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $1.42M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $10.2M sold.
- 48 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q4 2016, up from 40 in Q3 2016.
- Funds reported $81.5M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q4 2016, down 5.5% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q4 2016 and 5 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q4 2016 was UBS Group, an estimated $1.42M added.
- The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2016.