iShares iBonds Dec 2027 Term Corporate ETF
IBDS
62 hedge funds and large institutions have $213M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more funds holding
Funds holding: 49 → 62 (+13)
21% more capital invested
Capital invested by funds: $175M → $213M (+$37.3M)
5.9% more ownership
Funds ownership: 74.24% → 80.15% (+5.9%)
Top Buyers
| 1 |
TF
TLWM Financial
San Antonio,
Texas
|
+$6.38M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$5.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.88M |
Top Sellers
| 1 |
LF
Lee Financial
Dallas,
Texas
|
-$1.96M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$442K |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
-$406K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$387K |
| 5 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$304K |
IBDS Hedge Fund Activity: Q4 2019 in Review
62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2019, worth a combined $213M — up 21% from $175M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBDS positions and 3 closed out — a net gain of 14 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was TLWM Financial, opening a new position worth an estimated $6.38M. The largest seller was Lee Financial, exiting entirely with an estimated $1.96M sold.
- 62 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2019, up from 49 in Q3 2019.
- Funds reported $213M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2019 and 3 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2019 was TLWM Financial, an estimated $6.38M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2019 was Lee Financial, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2019.