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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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79 hedge funds and large institutions have $232M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

367% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 9

18% more funds holding

Funds holding: 67 → 79 (+12)

15% more capital invested

Capital invested by funds: $202M → $232M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
42
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.12M
2
BTS
BB&T Securities
Virginia
+$3.77M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.56M
4
Wells Fargo
Wells Fargo
California
+$2.85M
5
Bank of America
Bank of America
North Carolina
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradition Capital Management
New Jersey
-$877K
2
CIM
Corda Investment Management
Texas
-$569K
3
Goldman Sachs
Goldman Sachs
New York
-$397K
4
TTWM
TCV Trust & Wealth Management
Virginia
-$152K
5
SFS
Sowell Financial Services
Arkansas
-$85.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
Boston Advisors
Massachusetts
$519K -$26.4K -1,059 -5%
CC
52
Courier Capital
New York
$508K – – –
TTWM
53
TCV Trust & Wealth Management
Virginia
$499K -$152K -6,080 -23%
LWM
54
Lyell Wealth Management
California
$497K +$66K +2,650 +15%
CAI
55
Capital Advisors Inc
Oklahoma
$394K – – –
LNC
56
Lincoln National Corp
Pennsylvania
$348K – – –
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$348K +$349K +14,005 New
VC
58
Vicus Capital
Pennsylvania
$313K +$798 +32 +0.3%
CWS
59
Cypress Wealth Services
California
$272K – – –
FCIM
60
Fairview Capital Investment Management
California
$269K +$24.9K +1,000 +10%
BC
61
Burney Company
Virginia
$268K +$40.5K +1,625 +18%
RBC
62
Roble Belko & Company
Pennsylvania
$251K – – –
CTC
63
Central Trust Company
Missouri
$250K +$250K +10,050 New
AFC
64
AFT Forsyth & Company
Florida
$247K +$247K +9,920 New
SFS
65
Sowell Financial Services
Arkansas
$237K -$85.8K -3,444 -27%
WIC
66
Whitegate Investment Counselors
New Hampshire
$224K – – –
BWM
67
BerganKDV Wealth Management
Minnesota
$208K +$208K +8,346 New
PA
68
Probity Advisors
Texas
$206K +$206K +8,281 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138K +$46.8K +1,876 +51%
PG
70
Patten Group
Tennessee
$119K – – –
VFA
71
Valeo Financial Advisors
Indiana
$117K +$12K +482 +11%
AF
72
Advisornet Financial
Minnesota
$114K +$114K +4,586 New
IWM
73
IHT Wealth Management
Illinois
$99K +$99.4K +3,987 New
AG
74
Advisor Group
Arizona
$76K -$4.98K -200 -6%
PCP
75
Proficio Capital Partners
Massachusetts
$76K – – –
1 2
3
4

IBDK Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q4 2017, worth a combined $232M — up 15% from $202M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDK positions and 3 closed out — a net gain of 12 holders — while 42 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Tradition Capital Management, exiting entirely with an estimated $877K sold.

  • 79 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $232M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q4 2017 was Morgan Stanley, an estimated $5.12M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q4 2017 was Tradition Capital Management, an estimated $877K sold.

Based on aggregated 13F filings for Q4 2017.