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IBDJ

iShares iBonds Dec 2017 Term Corporate ETF

Delisted

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

46 hedge funds and large institutions have $89.5M invested in iShares iBonds Dec 2017 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4646 (0)

8% less capital invested

Capital invested by funds: $97.6M → $89.5M (-$8.03M)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$576K +$12.8K +516 +2%
RJA
27
Raymond James & Associates
Florida
$529K +$241K +9,697 +84%
Citadel Advisors
28
Citadel Advisors
Florida
$487K -$212K -8,550 -30%
FCIM
29
Fairview Capital Investment Management
California
$417K +$203K +8,175 +95%
CC
30
Courier Capital
New York
$358K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$352K -$18.1K -730 -5%
WGCA
32
Wolf Group Capital Advisors
Virginia
$307K
WIC
33
Whitegate Investment Counselors
New Hampshire
$278K
SWP
34
Stratos Wealth Partners
Ohio
$268K
GLA
35
Great Lakes Advisors
Illinois
$243K
IA
36
IFP Advisors
Florida
$110K
GWA
37
Guidant Wealth Advisors
Illinois
$71K -$8.17K -329 -10%
ASN
38
Advisory Services Network
Georgia
$66K +$50.3K +2,025 +314%
PCP
39
Proficio Capital Partners
Massachusetts
$60K
ECM
40
Exchange Capital Management
Michigan
$31K +$30.6K +1,232 New
DADC
41
D.A. Davidson & Co
Montana
$19K -$16.1K -650 -45%
BlackRock
42
BlackRock
New York
$3K +$99 +4 +3%
AG
43
Advisor Group
Arizona
$2K
BCFS
44
Butensky & Cohen Financial Security
Florida
$1K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1K +$1.07K +43 New
Jane Street
46
Jane Street
New York
-$591K -23,794 Closed
GT
47
Glenview Trust
Kentucky
-$417K -16,791 Closed
Mariner
48
Mariner
Kansas
-$253K -10,165 Closed
ACS
49
Archford Capital Strategies
Illinois
-$6K -224 Closed
SEI Investments
50
SEI Investments
Pennsylvania
+$25 +1 New

IBDJ Hedge Fund Activity: Q2 2017 in Review

46 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) for Q2 2017, worth a combined $89.5M — down 8.2% from $97.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDJ positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.64M. The largest seller was Susquehanna International Group, cutting an estimated $10.1M.

  • 46 institutional investors held iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $89.5M of iShares iBonds Dec 2017 Term Corporate ETF stock for Q2 2017, down 8.2% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2017 Term Corporate ETF positions in Q2 2017 and 4 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF buyer in Q2 2017 was LPL Financial, an estimated $2.64M added.
  • The largest iShares iBonds Dec 2017 Term Corporate ETF seller in Q2 2017 was Susquehanna International Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2017.