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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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125 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $381M → $490M (+$108M)

13% more funds holding

Funds holding: 111 → 125 (+14)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
125
Holders Change
+14
Holders Change %
+12.61%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
47
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$14.3M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$13.1M
3
CAN
Claraphi Advisory Network
United States
+$9.51M
4
FIM
Freedom Investment Management
Connecticut
+$6.77M
5
Ameriprise
Ameriprise
Minnesota
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
NA
NewEdge Advisors
Louisiana
-$3.17M
3
UBS Group
UBS Group
Switzerland
-$3.11M
4
C
Clearshares
New York
-$2.93M
5
RFO
RiverGlades Family Offices
Florida
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
51
Leicht Financial Planning & Wealth Management
New Jersey
$1.26M +$1.26M +50,874 New
RWM
52
Ritholtz Wealth Management
New York
$1.26M +$139K +5,611 +12%
BCM
53
Bluefin Capital Management
New York
$1.25M +$1.25M +50,477 New
FGAM
54
Financial Gravity Asset Management
Texas
$1.25M +$1.25M +50,273 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$1.23M +$613K +24,708 +100%
SSB
56
Sandy Spring Bank
Maryland
$1.22M +$319K +12,840 +35%
CHAM
57
Clear Harbor Asset Management
Connecticut
$1.15M – – –
MA
58
MCF Advisors
Kentucky
$1.15M +$645 +26 +0.1%
FPS
59
Fieldpoint Private Securities
Connecticut
$1.12M – – –
ECM
60
Exchange Capital Management
Michigan
$1.12M -$50.4K -2,030 -4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.02M +$1.01M +40,862 New
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$926K -$12.4K -500 -1%
SB
63
Suntrust Banks
Georgia
$892K +$322K +12,975 +56%
TCCM
64
Timber Creek Capital Management
Massachusetts
$856K +$126K +5,072 +17%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$739K -$28.9K -1,164 -4%
BWM
66
BerganKDV Wealth Management
Minnesota
$689K +$49.7K +2,000 +8%
APA
67
American Portfolios Advisors
New York
$640K – – –
AFC
68
AFT Forsyth & Company
Florida
$634K – – –
MGIA
69
Matthew Goff Investment Advisor
Texas
$631K -$4K -161 -0.6%
LWM
70
Lyell Wealth Management
California
$629K – – –
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$572K +$151K +6,074 +36%
MAS
72
Madden Advisory Services
Florida
$561K +$54.2K +2,182 +11%
C
73
Clearshares
New York
$552K -$2.93M -117,817 -84%
FCIM
74
Fairview Capital Investment Management
California
$548K – – –
ACS
75
Archford Capital Strategies
Illinois
$540K +$164K +6,619 +44%
1 2
3
4 5

IBDK Hedge Fund Activity: Q1 2019 in Review

125 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q1 2019, worth a combined $490M — up 28% from $381M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDK positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 125 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q1 2019, up from 111 in Q4 2018.
  • Funds reported $490M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q1 2019 and 9 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q1 2019 was Merit Financial Group, an estimated $14.3M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q1 2019 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2019.