iShares iBonds Dec 2020 Term Corporate ETF
IBDL
IBDL was delisted on the 15th of December, 2020.
93 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2020 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 9 reducing their positions, and 7 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 9
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $236M → $316M (+$79.8M)
24% more funds holding
Funds holding: 75 → 93 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.18M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.43M |
| 3 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$8.34M |
| 4 |
Morgan Stanley
New York
|
+$6.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Corda Investment Management
Houston,
Texas
|
-$1.22M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$1.2M |
| 3 |
Bank of New York Mellon
New York
|
-$961K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$800K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$556K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Bank of New York Mellon
New York
| – | -$961K | -37,967 | Closed |
|
|
SEIA
102
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$556K | -21,950 | Closed |
|
103
Jane Street
New York
| – | -$360K | -14,205 | Closed |
|
104
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$225K | -8,903 | Closed |
|
105
SEI Investments
Oaks,
Pennsylvania
| – | -$3.6K | -143 | -96% |
|
IBDL Hedge Fund Activity: Q1 2018 in Review
93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) for Q1 2018, worth a combined $316M — up 34% from $236M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDL positions and 7 closed out — a net gain of 18 holders — while 42 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $9.18M. The largest seller was Corda Investment Management, cutting an estimated $1.22M.
- 93 institutional investors held iShares iBonds Dec 2020 Term Corporate ETF (IBDL) as of Q1 2018, up from 75 in Q4 2017.
- Funds reported $316M of iShares iBonds Dec 2020 Term Corporate ETF stock for Q1 2018, up 34% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2020 Term Corporate ETF positions in Q1 2018 and 7 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2020 Term Corporate ETF buyer in Q1 2018 was UBS Group, an estimated $9.18M added.
- The largest iShares iBonds Dec 2020 Term Corporate ETF seller in Q1 2018 was Corda Investment Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2018.