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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
FGC
76
Financial Gravity Companies
Texas
$73K +$73.3K +2,942 New
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.9K +$50K +2,005 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$32K +$31.2K +1,250 New
FAAS
79
First Allied Advisory Services
California
$27K – – –
PA
80
Parallel Advisors
California
$25K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$22K – – –
VNA
82
Valley National Advisers
Pennsylvania
$20K -$79.1K -3,174 -80%
ASN
83
Advisory Services Network
Georgia
$13K – – –
TC
84
Trust Company
Kansas
$4K -$723 -29 -16%
BlackRock
85
BlackRock
New York
$3K +$50 +2 +2%
PCG
86
Private Capital Group
Connecticut
$151 +$37.7K +1,511 New
TCM
87
Tradition Capital Management
New Jersey
– -$877K -35,024 Closed
Goldman Sachs
88
Goldman Sachs
New York
– -$397K -15,845 Closed
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
– -$1K -43 Closed
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.