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IBDJ

iShares iBonds Dec 2017 Term Corporate ETF
IBDJ

Delisted

IBDJ was delisted on the 15th of December, 2017.

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31 hedge funds and large institutions have $65.8M invested in iShares iBonds Dec 2017 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

11% more funds holding

Funds holding: 28 → 31 (+3)

1% more capital invested

Capital invested by funds: $65.2M → $65.8M (+$598K)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.82M
2
Ameriprise
Ameriprise
Minnesota
+$1.06M
3
UCFA
United Capital Financial Advisors
Texas
+$721K
4
UBS Group
UBS Group
Switzerland
+$713K
5
FM
Foster & Motley
Ohio
+$676K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.52M
3
VKH
Virtu KCG Holdings
New York
-$956K
4
BCM
Brookstone Capital Management
Illinois
-$83.3K
5
TC
Telemus Capital
Michigan
-$53.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
26
Proficio Capital Partners
Massachusetts
$60K – – –
DADC
27
D.A. Davidson & Co
Montana
$36K +$7.48K +300 +26%
MFS
28
MSI Financial Services
Massachusetts
$20K – – –
PWM
29
Perigon Wealth Management
California
$20K +$1.77K +71 +10%
BIM
30
BlackRock Investment Management
Delaware
$3K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$2K +$2.49K +100 New
BCFS
32
Butensky & Cohen Financial Security
Florida
$1K – – –
VKH
33
Virtu KCG Holdings
New York
– -$956K -38,263 Closed
1
2

IBDJ Hedge Fund Activity: Q3 2016 in Review

31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) for Q3 2016, worth a combined $65.8M — up 0.92% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBDJ positions and 1 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.82M. The largest seller was Jane Street, cutting an estimated $5.13M.

  • 31 institutional investors held iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) as of Q3 2016, up from 28 in Q2 2016.
  • Funds reported $65.8M of iShares iBonds Dec 2017 Term Corporate ETF stock for Q3 2016, up 0.92% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Dec 2017 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF buyer in Q3 2016 was Morgan Stanley, an estimated $1.82M added.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF seller in Q3 2016 was Jane Street, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2016.