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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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128 hedge funds and large institutions have $443M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more funds holding

Funds holding: 125 → 128 (+3)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

10% less capital invested

Capital invested by funds: $490M → $443M (-$46.8M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
41
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.95M
2
RJA
Raymond James & Associates
Florida
+$2.89M
3
FIM
Freedom Investment Management
Connecticut
+$2.09M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.66M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.7M
2
MFG
Merit Financial Group
Georgia
-$14.3M
3
SWP
Stratos Wealth Partners
Ohio
-$8.2M
4
UBS Group
UBS Group
Switzerland
-$7.14M
5
AI
Atria Investments
North Carolina
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$6M -$234K -9,433 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.95M +$815K +32,813 +16%
UCFA
28
United Capital Financial Advisors
Texas
$5.26M +$356K +14,340 +7%
SWP
29
Stratos Wealth Partners
Ohio
$5.25M -$8.2M -330,086 Closed
Citadel Advisors
30
Citadel Advisors
Florida
$4.97M +$1.66M +67,035 +50%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.67M -$1.12M -45,100 -19%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$4.32M +$508K +20,439 +13%
LIM
33
Leavell Investment Management
Alabama
$3.84M -$6.21K -250 -0.2%
Stifel Financial
34
Stifel Financial
Missouri
$3.03M -$94.7K -3,814 -3%
ADL
35
Asset Dedication LLC
California
$2.88M +$1.3M +52,442 +83%
DE
36
Day & Ennis
Georgia
$2.16M +$17.8K +715 +0.8%
BPA
37
Beacon Pointe Advisors
California
$2.12M +$630K +25,360 +42%
BII
38
Bainco International Investors
Massachusetts
$2.06M -$184K -7,400 -8%
Mariner
39
Mariner
Kansas
$1.92M +$5.24K +211 +0.3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.86M +$144K +5,800 +8%
Wolverine Trading
41
Wolverine Trading
Illinois
$1.85M +$235K +9,458 +15%
BPWA
42
Beacon Pointe Wealth Advisors
California
$1.8M +$126K +5,059 +8%
AWM
43
Alterna Wealth Management
Texas
$1.72M +$51.6K +2,079 +3%
GPA
44
Guidance Point Advisors
Massachusetts
$1.71M +$139K +5,616 +9%
VCM
45
Vivaldi Capital Management
Illinois
$1.66M -$1.47M -59,047 -47%
NG
46
Northstar Group
New York
$1.5M – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.48M +$464K +18,691 +46%
SSB
48
Sandy Spring Bank
Maryland
$1.43M +$208K +8,360 +17%
RWM
49
Ritholtz Wealth Management
New York
$1.39M +$128K +5,170 +10%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.22M -$10.9K -440 -0.9%
1
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IBDK Hedge Fund Activity: Q2 2019 in Review

128 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q2 2019, worth a combined $443M — down 9.6% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDK positions and 9 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Jane Street, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $16.7M.

  • 128 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q2 2019, up from 125 in Q1 2019.
  • Funds reported $443M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q2 2019, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q2 2019 was Jane Street, an estimated $3.95M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q2 2019 was Bank of America, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2019.