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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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1 hedge funds and large institutions have $237K invested in iShares iBonds Dec 2019 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 120 → 1 (-119)

100% less capital invested

Capital invested by funds: $390M → $237K (-$390M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 115

Holders
1
Holders Change
-119
Holders Change %
-99.17%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
115
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$33.6M
2
US Bancorp
US Bancorp
Minnesota
-$25.8M
3
UBS Group
UBS Group
Switzerland
-$21.6M
4
LPL Financial
LPL Financial
California
-$16.8M
5
Morgan Stanley
Morgan Stanley
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1
Valeo Financial Advisors
Indiana
$237K – – –
Bank of America
2
Bank of America
North Carolina
– -$33.6M -1,350,239 Closed
US Bancorp
3
US Bancorp
Minnesota
– -$25.8M -1,038,852 Closed
UBS Group
4
UBS Group
Switzerland
– -$21.6M -870,419 Closed
LPL Financial
5
LPL Financial
California
– -$16.8M -677,847 Closed
Morgan Stanley
6
Morgan Stanley
New York
– -$15.8M -637,007 Closed
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
– -$15.5M -622,342 Closed
Ameriprise
8
Ameriprise
Minnesota
– -$13.8M -554,047 Closed
Wells Fargo
9
Wells Fargo
California
– -$13.7M -551,859 Closed
MCM
10
MV Capital Management
Maryland
– -$13.7M -550,979 Closed
CIM
11
Corda Investment Management
Texas
– -$12.3M -492,995 Closed
MFG
12
Merit Financial Group
Georgia
– -$11.3M -453,557 Closed
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
– -$8.21M -330,649 Closed
FFA
14
Fragasso Financial Advisors
Pennsylvania
– -$7.99M -321,472 Closed
SIC
15
Sigma Investment Counselors
Michigan
– -$7.81M -314,218 Closed
RJA
16
Raymond James & Associates
Florida
– -$7.62M -306,519 Closed
TWA
17
Tillar-Wenstrup Advisors
Ohio
– -$7M -281,747 Closed
PAG
18
Private Advisor Group
New Jersey
– -$6.71M -269,926 Closed
RW
19
RVW Wealth
California
– -$6.6M -265,563 Closed
RJFSA
20
Raymond James Financial Services Advisors
Florida
– -$6.36M -255,892 Closed
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
– -$6.33M -254,840 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$6.32M -254,424 Closed
NA
23
NewEdge Advisors
Louisiana
– -$6.19M -249,168 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
– -$6.01M -241,743 Closed
UCFA
25
United Capital Financial Advisors
Texas
– -$5.06M -203,599 Closed
1
2 3 4 5

IBDK Hedge Fund Activity: Q4 2019 in Review

1 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) for Q4 2019, worth a combined $237K — down 100% from $390M a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of IBDK and 0 opened new positions — a net loss of 115 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $33.6M sold.

  • 1 institutional investor held iShares iBonds Dec 2019 Term Corporate ETF (IBDK) as of Q4 2019, down from 120 in Q3 2019.
  • Funds reported $237K of iShares iBonds Dec 2019 Term Corporate ETF stock for Q4 2019, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2019 Term Corporate ETF positions in Q4 2019 and 115 closed out, a net change of -115 holders.
  • The largest iShares iBonds Dec 2019 Term Corporate ETF seller in Q4 2019 was Bank of America, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2019.