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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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26 hedge funds and large institutions have $65.4M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

114% more capital invested

Capital invested by funds: $30.5M → $65.4M (+$34.8M)

73% more funds holding

Funds holding: 15 → 26 (+11)

Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.1M
2
Morgan Stanley
Morgan Stanley
New York
+$4.96M
3
UBS Group
UBS Group
Switzerland
+$4.21M
4
BCM
Brookstone Capital Management
Illinois
+$3.2M
5
CIM
Corda Investment Management
Texas
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
DE
Day & Ennis
Georgia
-$5.35K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.9M +$11.1M +449,431 +431%
UCFA
2
United Capital Financial Advisors
Texas
$9.4M +$350K +14,130 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.31M +$304K +12,271 +3%
UBS Group
4
UBS Group
Switzerland
$6.7M +$4.21M +169,936 +174%
Morgan Stanley
5
Morgan Stanley
New York
$5.95M +$4.96M +199,988 +533%
CIM
6
Corda Investment Management
Texas
$5.6M +$3.09M +124,800 +126%
BCM
7
Brookstone Capital Management
Illinois
$3.24M +$3.2M +129,124 New
VKH
8
Virtu KCG Holdings
New York
$2.81M +$1.91M +77,121 +219%
DE
9
Day & Ennis
Georgia
$2.13M -$5.35K -216 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.24M +$230K +9,276 +23%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.11M +$1.1M +44,369 New
RJA
12
Raymond James & Associates
Florida
$764K +$756K +30,502 New
PAG
13
Private Advisor Group
New Jersey
$608K – – –
Jane Street
14
Jane Street
New York
$507K +$502K +20,251 New
CC
15
Courier Capital
New York
$366K +$302K +12,200 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$344K +$340K +13,713 New
BA
17
Boston Advisors
Massachusetts
$321K +$317K +12,802 New
Mariner
18
Mariner
Kansas
$309K +$29.4K +1,185 +11%
LPL Financial
19
LPL Financial
California
$274K +$270K +10,910 New
IA
20
IFP Advisors
Florida
$241K +$179K +7,236 +300%
PCP
21
Proficio Capital Partners
Massachusetts
$60K – – –
AIG
22
American International Group
New York
$59K – – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$53K +$52.2K +2,107 New
IWMPD
24
Integrated Wealth Management (Palm Desert)
California
$51K +$10K +404 +25%
MFS
25
MSI Financial Services
Massachusetts
$45K +$44.8K +1,808 New
1
2

IBDK Hedge Fund Activity: Q1 2016 in Review

26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q1 2016, worth a combined $65.4M — up 114% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDK positions and 0 closed out — a net gain of 11 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Day & Ennis, cutting an estimated $5.35K.

  • 26 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q1 2016, up from 15 in Q4 2015.
  • Funds reported $65.4M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q1 2016, up 114% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q1 2016 and 0 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q1 2016 was Bank of America, an estimated $11.1M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q1 2016 was Day & Ennis, an estimated $5.35K sold.

Based on aggregated 13F filings for Q1 2016.