iShares iBonds Dec 2017 Term Corporate ETF
IBDJ
IBDJ was delisted on the 15th of December, 2017.
40 hedge funds and large institutions have $88.1M invested in iShares iBonds Dec 2017 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
2% less capital invested
Capital invested by funds: $89.5M → $88.1M (-$1.4M)
13% less funds holding
Funds holding: 46 → 40 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$834K |
| 2 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$709K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$491K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$447K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.49M |
| 2 |
Morgan Stanley
New York
|
-$1.49M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$556K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$487K |
| 5 |
Bank of New York Mellon
New York
|
-$333K |
IBDJ Hedge Fund Activity: Q3 2017 in Review
40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) for Q3 2017, worth a combined $88.1M — down 1.6% from $89.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IBDJ and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 16 added.
The largest buyer was Wolverine Trading, adding an estimated $834K. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.49M sold.
- 40 institutional investors held iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) as of Q3 2017, down from 46 in Q2 2017.
- Funds reported $88.1M of iShares iBonds Dec 2017 Term Corporate ETF stock for Q3 2017, down 1.6% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2017 Term Corporate ETF positions in Q3 2017 and 8 closed out, a net change of -5 holders.
- The largest iShares iBonds Dec 2017 Term Corporate ETF buyer in Q3 2017 was Wolverine Trading, an estimated $834K added.
- The largest iShares iBonds Dec 2017 Term Corporate ETF seller in Q3 2017 was Freedom Investment Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2017.