iShares iBonds Dec 2018 Term Corporate ETF
IBDH
IBDH was delisted on the 17th of December, 2018.
59 hedge funds and large institutions have $152M invested in iShares iBonds Dec 2018 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
7% more capital invested
Capital invested by funds: $142M → $152M (+$10.4M)
8% less funds holding
Funds holding: 64 → 59 (-5)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$5.94M |
| 2 |
Morgan Stanley
New York
|
+$2.58M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.41M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.07M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.46M |
| 2 |
Jane Street
New York
|
-$1.18M |
| 3 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$953K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$501K |
| 5 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$438K |
IBDH Hedge Fund Activity: Q3 2017 in Review
59 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) for Q3 2017, worth a combined $152M — up 7.3% from $142M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBDH and 7 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 27 added.
The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $5.94M. The largest seller was Bank of America, cutting an estimated $3.46M.
- 59 institutional investors held iShares iBonds Dec 2018 Term Corporate ETF (IBDH) as of Q3 2017, down from 64 in Q2 2017.
- Funds reported $152M of iShares iBonds Dec 2018 Term Corporate ETF stock for Q3 2017, up 7.3% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2018 Term Corporate ETF positions in Q3 2017 and 11 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2018 Term Corporate ETF buyer in Q3 2017 was Fragasso Financial Advisors, an estimated $5.94M added.
- The largest iShares iBonds Dec 2018 Term Corporate ETF seller in Q3 2017 was Bank of America, an estimated $3.46M sold.
Based on aggregated 13F filings for Q3 2017.