iShares iBonds Dec 2019 Term Corporate ETF
IBDK
IBDK was delisted on the 16th of December, 2019.
120 hedge funds and large institutions have $390M invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 48 reducing their positions, and 21 closing their positions.
6% less funds holding
Funds holding: 128 → 120 (-8)
12% less capital invested
Capital invested by funds: $443M → $390M (-$52.5M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
46% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$11.3M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.71M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.33M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$15M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$8.97M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$7.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.69M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.01M |
IBDK Hedge Fund Activity: Q3 2019 in Review
120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q3 2019, worth a combined $390M — down 12% from $443M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IBDK and 13 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 26 added.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $11.3M. The largest seller was BB&T Securities, cutting an estimated $15M.
- 120 institutional investors held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q3 2019, down from 128 in Q2 2019.
- Funds reported $390M of iShares iBonds Dec 2019 Term Corporate ETF stock for Q3 2019, down 12% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q3 2019 and 21 closed out, a net change of -8 holders.
- The largest iShares iBonds Dec 2019 Term Corporate ETF buyer in Q3 2019 was Merit Financial Group, an estimated $11.3M added.
- The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q3 2019 was BB&T Securities, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2019.