iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
57 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
386% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 7
32% more capital invested
Capital invested by funds: $123M → $163M (+$39.8M)
10% more funds holding
Funds holding: 52 → 57 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.77M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.41M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$5.34M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.43M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$417K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$406K |
| 4 |
DE
Day & Ennis
Macon,
Georgia
|
-$208K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCP
51
Proficio Capital Partners
Newton,
Massachusetts
| $77K | +$16.7K | +669 | +28% |
|
|
PB
52
Pinnacle Bancorp
Beatrice,
Nebraska
| $70K | +$70.2K | +2,813 | New |
|
53
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $63K | +$62.4K | +2,502 | New |
|
|
DADC
54
D.A. Davidson & Co
Great Falls,
Montana
| $43K | – | – | – |
|
55
Creative Planning
Overland Park,
Kansas
| $30K | – | – | – |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $25K | – | – | – |
|
|
BCFS
57
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $25K | +$8.08K | +324 | +47% |
|
|
ACS
58
Archford Capital Strategies
Swansea,
Illinois
| $20K | +$14.8K | +594 | +297% |
|
59
BlackRock
New York
| $3K | +$2.99K | +120 | New |
|
|
60
Bank of New York Mellon
New York
| – | -$1.43M | -57,272 | Closed |
|
|
PWM
61
Perigon Wealth Management
San Francisco,
California
| – | -$9K | -341 | Closed |
|
|
CFD
62
Creative Financial Designs
Kokomo,
Indiana
| – | +$200 | +8 | New |
|
IBDK Hedge Fund Activity: Q1 2017 in Review
57 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q1 2017, worth a combined $163M — up 32% from $123M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDK positions and 2 closed out — a net gain of 8 holders — while 34 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.43M sold.
- 57 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q1 2017, up from 52 in Q4 2016.
- Funds reported $163M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q1 2017, up 32% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q1 2017 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q1 2017 was Morgan Stanley, an estimated $9.18M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q1 2017 was Bank of New York Mellon, an estimated $1.43M sold.
Based on aggregated 13F filings for Q1 2017.