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IBDK

iShares iBonds Dec 2019 Term Corporate ETF

Delisted

IBDK was delisted on the 16th of December, 2019.

63 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $163M → $184M (+$21.5M)

11% more funds holding

Funds holding: 5763 (+6)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.8M +$3.79M +151,584 +15%
UBS Group
2
UBS Group
Switzerland
$21.7M +$6.94M +277,940 +47%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M -$1.84M -73,708 -9%
CIM
4
Corda Investment Management
Texas
$15.5M +$921K +36,883 +6%
UCFA
5
United Capital Financial Advisors
Texas
$12.7M +$1.08M +43,349 +9%
US Bancorp
6
US Bancorp
Minnesota
$8.43M +$1.78M +71,123 +27%
LPL Financial
7
LPL Financial
California
$6.48M +$3.1M +124,105 +92%
BTS
8
BB&T Securities
Virginia
$6.15M +$801K +32,075 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.13M
GWA
10
Guidant Wealth Advisors
Illinois
$5.34M +$150K +6,011 +3%
AA
11
AlphaMark Advisors
Kentucky
$4.55M +$3.13M +125,455 +223%
PAG
12
Private Advisor Group
New Jersey
$4.52M
TC
13
Trust Company
Kansas
$4.27M -$217K -8,696 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.35M +$275K +11,012 +9%
MCM
15
MV Capital Management
Maryland
$2.98M +$928K +37,138 +45%
BII
16
Bainco International Investors
Massachusetts
$2.65M +$269K +10,790 +11%
Wells Fargo
17
Wells Fargo
California
$2.53M -$3.94M -157,660 -61%
Ameriprise
18
Ameriprise
Minnesota
$2.15M +$287K +11,495 +15%
BCM
19
Brookstone Capital Management
Illinois
$2.11M +$340K +13,626 +19%
DE
20
Day & Ennis
Georgia
$1.95M -$42.1K -1,686 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.86M +$386K +15,469 +26%
Mariner
22
Mariner
Kansas
$1.41M -$37.1K -1,485 -3%
LIM
23
Leavell Investment Management
Alabama
$1.31M +$1.3M +52,200 New
TCM
24
Tradition Capital Management
New Jersey
$1.25M +$1.25M +50,001 New
LWM
25
Lenox Wealth Management
Ohio
$1.22M +$1.22M +48,928 New

IBDK Hedge Fund Activity: Q2 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q2 2017, worth a combined $184M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDK positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $6.94M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $8.48M sold.

  • 63 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q2 2017, up from 57 in Q1 2017.
  • Funds reported $184M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q2 2017 and 7 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q2 2017 was UBS Group, an estimated $6.94M added.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q2 2017 was Susquehanna International Group, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2017.