iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
67 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $184M → $202M (+$17.9M)
6% more funds holding
Funds holding: 63 → 67 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$5.78M |
| 2 |
Morgan Stanley
New York
|
+$2.74M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.15M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$5.34M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$4.26M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$853K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$557K |
| 5 |
Jane Street
New York
|
-$421K |
IBDK Hedge Fund Activity: Q3 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q3 2017, worth a combined $202M — up 9.7% from $184M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBDK positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Fragasso Financial Advisors, opening a new position worth an estimated $5.78M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $5.34M sold.
- 67 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q3 2017, up from 63 in Q2 2017.
- Funds reported $202M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q3 2017, up 9.7% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q3 2017 and 8 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q3 2017 was Fragasso Financial Advisors, an estimated $5.78M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $5.34M sold.
Based on aggregated 13F filings for Q3 2017.