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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
Bank of America
1
Bank of America
North Carolina
$12.7M +$655K +26,260 +5%
UCFA
2
United Capital Financial Advisors
Texas
$10.3M +$721K +28,916 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M +$650K +26,084 +7%
Morgan Stanley
4
Morgan Stanley
New York
$7.65M +$1.82M +72,913 +31%
UBS Group
5
UBS Group
Switzerland
$4.91M +$713K +28,597 +17%
PAG
6
Private Advisor Group
New Jersey
$3.93M – – –
TC
7
Telemus Capital
Michigan
$3.69M -$53.6K -2,150 -1%
Jane Street
8
Jane Street
New York
$2.3M -$5.13M -205,573 -69%
Ameriprise
9
Ameriprise
Minnesota
$1.84M +$1.06M +42,362 +133%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.4M +$150K +6,036 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.37M +$63K +2,528 +5%
BCM
12
Brookstone Capital Management
Illinois
$1.18M -$83.3K -3,340 -7%
FM
13
Foster & Motley
Ohio
$675K +$676K +27,130 New
LPL Financial
14
LPL Financial
California
$623K +$266K +10,670 +74%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$596K +$243K +9,734 +68%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$530K +$26K +1,043 +5%
CC
17
Courier Capital
New York
$309K – – –
Mariner
18
Mariner
Kansas
$282K +$2.99K +120 +1%
WIC
19
Whitegate Investment Counselors
New Hampshire
$279K – – –
WGCA
20
Wolf Group Capital Advisors
Virginia
$233K +$233K +9,355 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$219K -$2.52M -100,934 -92%
IWMPD
22
Integrated Wealth Management (Palm Desert)
California
$210K +$160K +6,415 +319%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$141K +$129K +5,177 +1,072%
US Bancorp
24
US Bancorp
Minnesota
$121K +$58.9K +2,362 +95%
GWA
25
Guidant Wealth Advisors
Illinois
$80K +$80.3K +3,221 New
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.