iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
125 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
81% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 26
28% more capital invested
Capital invested by funds: $381M → $490M (+$108M)
13% more funds holding
Funds holding: 111 → 125 (+14)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$14.3M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$13.1M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$9.51M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$6.77M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.31M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.17M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.11M |
| 4 |
C
Clearshares
New York
|
-$2.93M |
| 5 |
RFO
RiverGlades Family Offices
Naples,
Florida
|
-$2.13M |
IBDK Hedge Fund Activity: Q1 2019 in Review
125 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q1 2019, worth a combined $490M — up 28% from $381M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDK positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 26 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.
- 125 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q1 2019, up from 111 in Q4 2018.
- Funds reported $490M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q1 2019, up 28% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q1 2019 and 9 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q1 2019 was Merit Financial Group, an estimated $14.3M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q1 2019 was Morgan Stanley, an estimated $3.31M sold.
Based on aggregated 13F filings for Q1 2019.