iShares iBonds Dec 2017 Term Corporate ETF
IBDJ
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.
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: 46 → 46 (0)
2.59% less ownership
Funds ownership: 58.37% → 55.78% (-2.6%)
8% less capital invested
Capital invested by funds: $97.6M → $89.5M (-$8.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.64M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.34M |
| 3 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
+$1.22M |
| 4 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$1.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.95M |
| 3 |
Bank of New York Mellon
New York
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$774K |
| 5 |
Jane Street
New York
|
-$591K |
IBDJ Hedge Fund Activity: Q2 2017 in Review
46 of the 4,022 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.