iShares iBonds Dec 2017 Term Corporate ETF
IBDJ
IBDJ was delisted on the 15th of December, 2017.
14 hedge funds and large institutions have $26M invested in iShares iBonds Dec 2017 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
463% more capital invested
Capital invested by funds: $4.61M → $26M (+$21.4M)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
75% more funds holding
Funds holding: 8 → 14 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.95M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.92M |
| 3 |
Morgan Stanley
New York
|
+$1.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$833K |
| 3 |
AIG
American International Group
New York
|
-$7.49K |
IBDJ Hedge Fund Activity: Q4 2015 in Review
14 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) for Q4 2015, worth a combined $26M — up 463% from $4.61M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDJ positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.95M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.24M sold.
- 14 institutional investors held iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) as of Q4 2015, up from 8 in Q3 2015.
- Funds reported $26M of iShares iBonds Dec 2017 Term Corporate ETF stock for Q4 2015, up 463% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2017 Term Corporate ETF positions in Q4 2015 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2017 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.95M added.
- The largest iShares iBonds Dec 2017 Term Corporate ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2015.