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IBDK

iShares iBonds Dec 2019 Term Corporate ETF
IBDK

Delisted

IBDK was delisted on the 16th of December, 2019.

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36 hedge funds and large institutions have $92.6M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

42% more capital invested

Capital invested by funds: $65.4M → $92.6M (+$27.2M)

38% more funds holding

Funds holding: 26 → 36 (+10)

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.74M
3
UBS Group
UBS Group
Switzerland
+$1.51M
4
CIM
Corda Investment Management
Texas
+$1.27M
5
BA
Boston Advisors
Massachusetts
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$1.35M
2
VKH
Virtu KCG Holdings
New York
-$581K
3
IA
IFP Advisors
Florida
-$209K
4
AIG
American International Group
New York
-$59K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$323K +$47.8K +1,905 +17%
Mariner
27
Mariner
Kansas
$321K +$8.91K +355 +3%
WIC
28
Whitegate Investment Counselors
New Hampshire
$228K +$226K +9,000 New
AG
29
Advisor Group
Arizona
$126K +$126K +5,000 New
MFS
30
MSI Financial Services
Massachusetts
$96K +$49.7K +1,979 +109%
PCP
31
Proficio Capital Partners
Massachusetts
$61K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$53K – – –
IWMPD
33
Integrated Wealth Management (Palm Desert)
California
$51K – – –
DADC
34
D.A. Davidson & Co
Montana
$36K +$36.4K +1,450 New
IA
35
IFP Advisors
Florida
$34K -$209K -8,311 -86%
PWM
36
Perigon Wealth Management
California
$19K +$18.6K +742 New
BCFS
37
Butensky & Cohen Financial Security
Florida
$6K +$4.22K +168 +210%
BIM
38
BlackRock Investment Management
Delaware
$3K – – –
AIG
39
American International Group
New York
– -$59K -2,369 Closed
1
2

IBDK Hedge Fund Activity: Q2 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q2 2016, worth a combined $92.6M — up 42% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDK positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $4.8M. The largest seller was Brookstone Capital Management, cutting an estimated $1.35M.

  • 36 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q2 2016, up from 26 in Q1 2016.
  • Funds reported $92.6M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q2 2016, up 42% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q2 2016 and 1 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q2 2016 was Bank of America, an estimated $4.8M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q2 2016 was Brookstone Capital Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2016.