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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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128 hedge funds and large institutions have $443M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more funds holding

Funds holding: 125 → 128 (+3)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

10% less capital invested

Capital invested by funds: $490M → $443M (-$46.8M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
41
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.95M
2
RJA
Raymond James & Associates
Florida
+$2.89M
3
FIM
Freedom Investment Management
Connecticut
+$2.09M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.66M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.7M
2
MFG
Merit Financial Group
Georgia
-$14.3M
3
SWP
Stratos Wealth Partners
Ohio
-$8.2M
4
UBS Group
UBS Group
Switzerland
-$7.14M
5
AI
Atria Investments
North Carolina
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
51
Fieldpoint Private Securities
Connecticut
$1.12M – – –
CHAM
52
Clear Harbor Asset Management
Connecticut
$1.12M – – –
FGAM
53
Financial Gravity Asset Management
Texas
$1.06M -$188K -7,579 -15%
SB
54
Suntrust Banks
Georgia
$978K +$85.9K +3,460 +10%
TCCM
55
Timber Creek Capital Management
Massachusetts
$937K +$80K +3,223 +9%
ECM
56
Exchange Capital Management
Michigan
$919K -$198K -7,982 -18%
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$902K -$24.8K -999 -3%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$885K +$312K +12,557 +55%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$867K +$128K +5,174 +17%
MA
60
MCF Advisors
Kentucky
$830K -$317K -12,773 -28%
BWM
61
BerganKDV Wealth Management
Minnesota
$690K – – –
APA
62
American Portfolios Advisors
New York
$640K – – –
ACS
63
Archford Capital Strategies
Illinois
$639K +$99K +3,985 +18%
AFC
64
AFT Forsyth & Company
Florida
$635K – – –
MGIA
65
Matthew Goff Investment Advisor
Texas
$585K -$47.1K -1,897 -7%
LWM
66
Lyell Wealth Management
California
$583K -$46.2K -1,860 -7%
FCIM
67
Fairview Capital Investment Management
California
$548K – – –
MAS
68
Madden Advisory Services
Florida
$544K -$17K -683 -3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$540K +$540K +21,731 New
CTC
70
Central Trust Company
Missouri
$512K -$4.97K -200 -1%
FFIC
71
First Fiduciary Investment Counsel
Ohio
$476K – – –
PWS
72
Peloton Wealth Strategists
Indiana
$458K -$82K -3,300 -15%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$454K -$1.78M -71,605 -80%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$432K +$130K +5,223 +43%
CC
75
Courier Capital
New York
$429K – – –
1 2
3
4 5

IBDK Hedge Fund Activity: Q2 2019 in Review

128 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q2 2019, worth a combined $443M — down 9.6% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDK positions and 9 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Jane Street, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $16.7M.

  • 128 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q2 2019, up from 125 in Q1 2019.
  • Funds reported $443M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q2 2019, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q2 2019 was Jane Street, an estimated $3.95M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q2 2019 was Bank of America, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2019.