iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
79 hedge funds and large institutions have $232M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
367% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 9
18% more funds holding
Funds holding: 67 → 79 (+12)
15% more capital invested
Capital invested by funds: $202M → $232M (+$29.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.12M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$3.77M |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$3.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
-$877K |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
-$569K |
| 3 |
Goldman Sachs
New York
|
-$397K |
| 4 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$152K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$85.8K |
IBDK Hedge Fund Activity: Q4 2017 in Review
79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q4 2017, worth a combined $232M — up 15% from $202M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDK positions and 3 closed out — a net gain of 12 holders — while 42 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Tradition Capital Management, exiting entirely with an estimated $877K sold.
- 79 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q4 2017, up from 67 in Q3 2017.
- Funds reported $232M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q4 2017 was Morgan Stanley, an estimated $5.12M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q4 2017 was Tradition Capital Management, an estimated $877K sold.
Based on aggregated 13F filings for Q4 2017.