iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
98 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
27% more capital invested
Capital invested by funds: $232M → $295M (+$63.1M)
24% more funds holding
Funds holding: 79 → 98 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.22M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$7.08M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.63M |
| 4 |
Morgan Stanley
New York
|
+$5.19M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$995K |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
-$965K |
| 3 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$808K |
| 4 |
Jane Street
New York
|
-$785K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$769K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
101
MGO One Seven
Beachwood,
Ohio
| $12K | +$12.5K | +505 | New |
|
|
TC
102
Trust Company
Manhattan,
Kansas
| $4K | – | – | – |
|
103
BlackRock
New York
| $3K | – | – | – |
|
|
RFC
104
Regions Financial Corp
Birmingham,
Alabama
| – | -$995K | -40,000 | Closed |
|
|
JIC
105
Johnson Investment Counsel
Cincinnati,
Ohio
| – | -$808K | -32,520 | Closed |
|
|
IA
106
IFG Advisory
Atlanta,
Georgia
| – | -$769K | -30,811 | Closed |
|
107
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$699K | -28,111 | Closed |
|
|
SEIA
108
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$557K | -22,390 | Closed |
|
109
SEI Investments
Oaks,
Pennsylvania
| – | +$149 | +6 | New |
|
IBDK Hedge Fund Activity: Q1 2018 in Review
98 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q1 2018, worth a combined $295M — up 27% from $232M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDK positions and 6 closed out — a net gain of 19 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.22M. The largest seller was Regions Financial Corp, exiting entirely with an estimated $995K sold.
- 98 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q1 2018, up from 79 in Q4 2017.
- Funds reported $295M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q1 2018, up 27% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q1 2018 and 6 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q1 2018 was Wells Fargo, an estimated $7.22M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q1 2018 was Regions Financial Corp, an estimated $995K sold.
Based on aggregated 13F filings for Q1 2018.