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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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46 hedge funds and large institutions have $97.6M invested in iShares iBonds Dec 2017 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

46% more capital invested

Capital invested by funds: $66.9M → $97.6M (+$30.7M)

18% more funds holding

Funds holding: 39 → 46 (+7)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.8M
2
Wells Fargo
Wells Fargo
California
+$5.25M
3
MCM
MV Capital Management
Maryland
+$3.29M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.31M
5
Bank of America
Bank of America
North Carolina
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
2
TC
Telemus Capital
Michigan
-$718K
3
FM
Foster & Motley
Ohio
-$675K
4
BCM
Brookstone Capital Management
Illinois
-$51.2K
5
PWM
Perigon Wealth Management
California
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Glenview Trust
Kentucky
$417K +$417K +16,791 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$370K +$229K +9,223 +163%
CC
28
Courier Capital
New York
$358K +$49.7K +2,000 +16%
WGCA
29
Wolf Group Capital Advisors
Virginia
$307K – – –
RJA
30
Raymond James & Associates
Florida
$288K +$288K +11,605 New
IWMPD
31
Integrated Wealth Management (Palm Desert)
California
$281K +$46.4K +1,869 +20%
WIC
32
Whitegate Investment Counselors
New Hampshire
$278K – – –
SWP
33
Stratos Wealth Partners
Ohio
$268K +$268K +10,800 New
Mariner
34
Mariner
Kansas
$253K – – –
GLA
35
Great Lakes Advisors
Illinois
$243K – – –
FCIM
36
Fairview Capital Investment Management
California
$214K +$214K +8,600 New
IA
37
IFP Advisors
Florida
$110K +$4.6K +185 +4%
GWA
38
Guidant Wealth Advisors
Illinois
$79K – – –
PCP
39
Proficio Capital Partners
Massachusetts
$60K – – –
DADC
40
D.A. Davidson & Co
Montana
$36K – – –
PB
41
Pinnacle Bancorp
Nebraska
$25K +$25K +1,004 New
ASN
42
Advisory Services Network
Georgia
$16K +$16K +645 New
ACS
43
Archford Capital Strategies
Illinois
$6K +$5.57K +224 New
BlackRock
44
BlackRock
New York
$3K +$2.98K +120 New
AG
45
Advisor Group
Arizona
$2K +$2.44K +98 New
BCFS
46
Butensky & Cohen Financial Security
Florida
$1K – – –
FM
47
Foster & Motley
Ohio
– -$675K -27,130 Closed
PWM
48
Perigon Wealth Management
California
– -$9K -344 Closed
CFD
49
Creative Financial Designs
Indiana
– +$199 +8 New
1
2

IBDJ Hedge Fund Activity: Q1 2017 in Review

46 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) for Q1 2017, worth a combined $97.6M — up 46% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDJ positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $10.8M. The largest seller was Citadel Advisors, cutting an estimated $1.64M.

  • 46 institutional investors held iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) as of Q1 2017, up from 39 in Q4 2016.
  • Funds reported $97.6M of iShares iBonds Dec 2017 Term Corporate ETF stock for Q1 2017, up 46% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2017 Term Corporate ETF positions in Q1 2017 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2017.