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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
IA
101
IFP Advisors
Florida
$241K -$909K -36,620 -79%
VFA
102
Valeo Financial Advisors
Indiana
$237K – – –
CIC
103
Carnegie Investment Counsel
Ohio
$230K – – –
WIC
104
Whitegate Investment Counselors
New Hampshire
$224K – – –
CCM
105
Crabel Capital Management
California
$223K – – –
SMC
106
Smith, Moore & Co
Missouri
$216K +$844 +34 +0.4%
EIA
107
Eldridge Investment Advisors
New Hampshire
$215K – – –
BC
108
Burney Company
Virginia
$213K -$4.77K -192 -2%
CAI
109
Capital Advisors Inc
Oklahoma
$213K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$163K – – –
CA
111
Cetera Advisors
Colorado
$162K – – –
PCG
112
Private Capital Group
Connecticut
$151K – – –
PA
113
Parallel Advisors
California
$131K – – –
JCM
114
Jacobi Capital Management
Pennsylvania
$102K +$372 +15 +0.4%
DWM
115
Destination Wealth Management
California
$100K – – –
AA
116
AlphaMark Advisors
Kentucky
$97K – – –
GI
117
Gradient Investments
Minnesota
$86K -$16.3K -658 -16%
PB
118
Pinnacle Bancorp
Nebraska
$75K – – –
AF
119
Advisornet Financial
Minnesota
$74K – – –
ASN
120
Advisory Services Network
Georgia
$71K -$3.97K -160 -5%
OIA
121
Optimum Investment Advisors
Illinois
$61K +$49.7K +2,000 +428%
BEI
122
Benjamin Edwards Inc
Missouri
$61K +$61.4K +2,472 New
PCP
123
Proficio Capital Partners
Massachusetts
$60K – – –
BWP
124
Baldwin Wealth Partners
Massachusetts
$50K – – –
Bessemer Group
125
Bessemer Group
New Jersey
$35K +$34.5K +1,390 New
2 3 4
5
6

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.