iShares iBonds Dec 2027 Term Corporate ETF
IBDS
49 hedge funds and large institutions have $175M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.
271% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 7
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $135M → $175M (+$40.3M)
7% more funds holding
Funds holding: 46 → 49 (+3)
0.36% more ownership
Funds ownership: 73.88% → 74.24% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
51
TimeScale Financial
Danvers,
Massachusetts
| $10K | – | – | – |
|
52
BlackRock
New York
| $1K | – | – | – |
|
|
TFS
53
Thoroughbred Financial Services
Brentwood,
Tennessee
| – | -$521K | -18,304 | Closed |
|
|
IWM
54
IHT Wealth Management
Chicago,
Illinois
| – | -$202K | -7,910 | Closed |
|
|
HCM
55
HMS Capital Management
Nashville,
Tennessee
| – | -$60K | -2,341 | Closed |
|
|
RCAG
56
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$19.3K | -759 | Closed |
|
|
IWA
57
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$4K | -169 | Closed |
|
IBDS Hedge Fund Activity: Q3 2019 in Review
49 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2019, worth a combined $175M — up 30% from $135M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDS positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 7 trimmed.
The largest buyer was Motley Fool Wealth Management, adding an estimated $24.5M. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $521K sold.
- 49 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2019, up from 46 in Q2 2019.
- Funds reported $175M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2019, up 30% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2019 was Motley Fool Wealth Management, an estimated $24.5M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $521K sold.
Based on aggregated 13F filings for Q3 2019.