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IBDK

iShares iBonds Dec 2019 Term Corporate ETF

Delisted

IBDK was delisted on the 16th of December, 2019.

101 hedge funds and large institutions have $348M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $295M → $348M (+$52.6M)

3% more funds holding

Funds holding: 98101 (+3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
50
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Paulson Wealth Management
Illinois
$696K -$36.3K -1,466 -5%
AA
52
Ancora Advisors
Ohio
$669K
OCM
53
One Capital Management
California
$654K -$284K -11,465 -30%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$647K +$299K +12,091 +86%
AFC
55
AFT Forsyth & Company
Florida
$632K
PTCG
56
Pring Turner Capital Group
California
$613K -$29.7K -1,200 -5%
BWM
57
BerganKDV Wealth Management
Minnesota
$607K +$115K +4,640 +23%
LWM
58
Lyell Wealth Management
California
$593K -$74.3K -3,000 -11%
APA
59
American Portfolios Advisors
New York
$528K +$6.07K +245 +1%
FCIM
60
Fairview Capital Investment Management
California
$526K +$282K +11,400 +116%
BA
61
Boston Advisors
Massachusetts
$507K +$12.3K +496 +2%
CTC
62
Central Trust Company
Missouri
$502K +$141K +5,682 +39%
GI
63
Gradient Investments
Minnesota
$482K -$124K -5,019 -20%
TTWM
64
TCV Trust & Wealth Management
Virginia
$480K +$12.4K +500 +3%
CC
65
Courier Capital
New York
$427K +$24.8K +1,000 +6%
FFIC
66
First Fiduciary Investment Counsel
Ohio
$402K +$72K +2,910 +22%
VC
67
Vicus Capital
Pennsylvania
$394K +$6.88K +278 +2%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$381K
B
69
Bridgeworth
Alabama
$322K +$322K +13,014 New
CTA
70
Chesley Taft & Associates
Illinois
$312K +$59.4K +2,400 +24%
SSB
71
Sandy Spring Bank
Maryland
$288K +$288K +11,615 New
CWS
72
Cypress Wealth Services
California
$265K -$7.13K -288 -3%
DADC
73
D.A. Davidson & Co
Montana
$259K +$39.6K +1,600 +18%
ACS
74
Archford Capital Strategies
Illinois
$253K +$115K +4,649 +84%
RBC
75
Roble Belko & Company
Pennsylvania
$251K

IBDK Hedge Fund Activity: Q2 2018 in Review

101 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q2 2018, worth a combined $348M — up 18% from $295M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDK positions and 7 closed out — a net gain of 5 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $10.4M. The largest seller was AlphaMark Advisors, cutting an estimated $928K.

  • 101 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q2 2018, up from 98 in Q1 2018.
  • Funds reported $348M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q2 2018 and 7 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q2 2018 was Bank of America, an estimated $10.4M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q2 2018 was AlphaMark Advisors, an estimated $928K sold.

Based on aggregated 13F filings for Q2 2018.