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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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111 hedge funds and large institutions have $381M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

11% more funds holding

Funds holding: 100 → 111 (+11)

2% more capital invested

Capital invested by funds: $375M → $381M (+$6.48M)

Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
36
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.12M
2
SIC
Sigma Investment Counselors
Michigan
+$5.72M
3
GWA
Guidant Wealth Advisors
Illinois
+$5.59M
4
RJA
Raymond James & Associates
Florida
+$4.37M
5
VCM
Vivaldi Capital Management
Illinois
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.51M
2
Jane Street
Jane Street
New York
-$3.66M
3
UCFA
United Capital Financial Advisors
Texas
-$2.69M
4
WI
WrapManager Inc
California
-$2.03M
5
Wells Fargo
Wells Fargo
California
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
26
Vivaldi Capital Management
Illinois
$3.57M +$3.57M +144,027 New
Stifel Financial
27
Stifel Financial
Missouri
$2.81M -$124K -5,008 -4%
FIM
28
Freedom Investment Management
Connecticut
$2.65M +$1.43M +57,898 +118%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$2.59M – – –
BII
30
Bainco International Investors
Massachusetts
$2.36M -$43.7K -1,766 -2%
Wolverine Trading
31
Wolverine Trading
Illinois
$2.23M +$661K +26,676 +42%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$2.21M +$2.16M +87,027 +4,218%
DE
33
Day & Ennis
Georgia
$2.13M +$13.2K +533 +0.6%
RFO
34
RiverGlades Family Offices
Florida
$2.13M +$2.12M +85,703 New
Mariner
35
Mariner
Kansas
$1.93M -$324K -13,083 -14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.63M +$288K +11,635 +22%
GPA
37
Guidance Point Advisors
Massachusetts
$1.38M +$1.29M +52,093 New
AWM
38
Alterna Wealth Management
Texas
$1.34M +$1.34M +53,898 New
BPA
39
Beacon Pointe Advisors
California
$1.25M +$1.25M +50,276 New
BCM
40
Brookstone Capital Management
Illinois
$1.19M -$86.1K -3,476 -7%
ECM
41
Exchange Capital Management
Michigan
$1.17M -$63.8K -2,575 -5%
CHAM
42
Clear Harbor Asset Management
Connecticut
$1.15M – – –
IA
43
IFP Advisors
Florida
$1.15M -$5.75K -232 -0.5%
MA
44
MCF Advisors
Kentucky
$1.14M -$155K -6,252 -12%
FPS
45
Fieldpoint Private Securities
Connecticut
$1.12M – – –
RWM
46
Ritholtz Wealth Management
New York
$1.12M +$97.3K +3,928 +10%
BPWA
47
Beacon Pointe Wealth Advisors
California
$1.09M +$1.09M +44,191 New
NG
48
Northstar Group
New York
$1M – – –
LWANC
49
Laurel Wealth Advisors (North Carolina)
North Carolina
$936K +$935K +37,740 New
SSB
50
Sandy Spring Bank
Maryland
$901K +$161K +6,510 +22%
1
2
3 4 5

IBDK Hedge Fund Activity: Q4 2018 in Review

111 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q4 2018, worth a combined $381M — up 1.7% from $375M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDK positions and 13 closed out — a net gain of 12 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $6.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.51M sold.

  • 111 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q4 2018, up from 100 in Q3 2018.
  • Funds reported $381M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q4 2018, up 1.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q4 2018 and 13 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q4 2018 was UBS Group, an estimated $6.12M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q4 2018 was Susquehanna International Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q4 2018.