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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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79 hedge funds and large institutions have $232M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

367% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 9

18% more funds holding

Funds holding: 67 → 79 (+12)

15% more capital invested

Capital invested by funds: $202M → $232M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
42
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.12M
2
BTS
BB&T Securities
Virginia
+$3.77M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.56M
4
Wells Fargo
Wells Fargo
California
+$2.85M
5
Bank of America
Bank of America
North Carolina
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradition Capital Management
New Jersey
-$877K
2
CIM
Corda Investment Management
Texas
-$569K
3
Goldman Sachs
Goldman Sachs
New York
-$397K
4
TTWM
TCV Trust & Wealth Management
Virginia
-$152K
5
SFS
Sowell Financial Services
Arkansas
-$85.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.67M -$77.8K -3,120 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.45M +$276K +11,064 +23%
CHAM
28
Clear Harbor Asset Management
Connecticut
$1.11M – – –
FIM
29
Freedom Investment Management
Connecticut
$1.1M +$8.25K +331 +0.8%
TCCM
30
Timber Creek Capital Management
Massachusetts
$1.05M +$143K +5,727 +16%
GP
31
Geneva Partners
Wisconsin
$1.03M +$128K +5,130 +14%
RFC
32
Regions Financial Corp
Alabama
$995K – – –
GLA
33
Great Lakes Advisors
Illinois
$955K +$40.4K +1,620 +4%
IA
34
IFP Advisors
Florida
$897K +$90.1K +3,617 +11%
ECM
35
Exchange Capital Management
Michigan
$818K +$79.8K +3,201 +11%
JIC
36
Johnson Investment Counsel
Ohio
$808K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$784K – – –
IA
38
IFG Advisory
Georgia
$769K +$768K +30,811 New
RWM
39
Ritholtz Wealth Management
New York
$749K +$374 +15 +0%
MGIA
40
Matthew Goff Investment Advisor
Texas
$746K +$44K +1,767 +6%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$699K +$701K +28,111 New
AA
42
Ancora Advisors
Ohio
$672K – – –
GI
43
Gradient Investments
Minnesota
$638K +$113K +4,537 +21%
PWM
44
Paulson Wealth Management
Illinois
$637K +$638K +25,597 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$631K -$4.04K -162 -0.6%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$621K +$23.7K +952 +4%
BCM
47
Bluefin Capital Management
New York
$587K – – –
MIH
48
Madison Investment Holdings
Wisconsin
$587K +$60.8K +2,439 +12%
MA
49
MCF Advisors
Kentucky
$584K +$211K +8,448 +56%
SEIA
50
Signature Estate & Investment Advisors
California
$557K +$558K +22,390 New
1
2
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IBDK Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q4 2017, worth a combined $232M — up 15% from $202M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDK positions and 3 closed out — a net gain of 12 holders — while 42 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Tradition Capital Management, exiting entirely with an estimated $877K sold.

  • 79 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $232M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q4 2017 was Morgan Stanley, an estimated $5.12M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q4 2017 was Tradition Capital Management, an estimated $877K sold.

Based on aggregated 13F filings for Q4 2017.