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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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40 hedge funds and large institutions have $114M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 3

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

23% more capital invested

Capital invested by funds: $92.6M → $114M (+$21.5M)

11% more funds holding

Funds holding: 36 → 40 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.41M
2
TC
Trust Company
Kansas
+$4.18M
3
Wolverine Trading
Wolverine Trading
Illinois
+$2.58M
4
CIM
Corda Investment Management
Texas
+$1.39M
5
Mariner
Mariner
Kansas
+$998K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$1.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
3
BA
Boston Advisors
Massachusetts
-$357K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$584K +$192K +7,620 +49%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$506K +$64.1K +2,541 +14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$466K -$126K -4,997 -21%
GLA
29
Great Lakes Advisors
Illinois
$413K +$65.5K +2,600 +19%
AG
30
Advisor Group
Arizona
$411K +$286K +11,359 +227%
CC
31
Courier Capital
New York
$388K – – –
WIC
32
Whitegate Investment Counselors
New Hampshire
$226K – – –
IWMPD
33
Integrated Wealth Management (Palm Desert)
California
$211K +$160K +6,355 +314%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$145K +$92.5K +3,669 +174%
MFS
35
MSI Financial Services
Massachusetts
$95K – – –
PCP
36
Proficio Capital Partners
Massachusetts
$60K – – –
DADC
37
D.A. Davidson & Co
Montana
$43K +$7.56K +300 +21%
IA
38
IFP Advisors
Florida
$34K – – –
Creative Planning
39
Creative Planning
Kansas
$30K +$30.3K +1,200 New
PWM
40
Perigon Wealth Management
California
$20K +$1.81K +72 +10%
BCFS
41
Butensky & Cohen Financial Security
Florida
$16K +$10.2K +405 +163%
BIM
42
BlackRock Investment Management
Delaware
$3K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$1.07M -42,395 Closed
1
2

IBDK Hedge Fund Activity: Q3 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q3 2016, worth a combined $114M — up 23% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDK positions and 1 closed out — a net gain of 5 holders — while 25 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $5.41M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.13M.

  • 40 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q3 2016, up from 36 in Q2 2016.
  • Funds reported $114M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q3 2016, up 23% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q3 2016 was UBS Group, an estimated $5.41M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2016.