iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
100 hedge funds and large institutions have $375M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
8% more capital invested
Capital invested by funds: $348M → $375M (+$27.1M)
1% less funds holding
Funds holding: 101 → 100 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.48M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.28M |
| 3 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$3.84M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.14M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.13M |
IBDK Hedge Fund Activity: Q3 2018 in Review
100 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q3 2018, worth a combined $375M — up 7.8% from $348M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IBDK and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 45 added.
The largest buyer was US Bancorp, adding an estimated $7.38M. The largest seller was Morgan Stanley, cutting an estimated $9.48M.
- 100 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q3 2018, down from 101 in Q2 2018.
- Funds reported $375M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q3 2018, up 7.8% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q3 2018 and 10 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q3 2018 was US Bancorp, an estimated $7.38M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q3 2018 was Morgan Stanley, an estimated $9.48M sold.
Based on aggregated 13F filings for Q3 2018.