iShares iBonds Dec 2027 Term Corporate ETF
IBDS
23 hedge funds and large institutions have $107M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
338% more capital invested
Capital invested by funds: $24.5M → $107M (+$82.9M)
188% more funds holding
Funds holding: 8 → 23 (+15)
13.78% less ownership
Funds ownership: 103.44% → 89.66% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$44.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$16.6M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.16M |
| 4 |
Jane Street
New York
|
+$4.54M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$70K |
IBDS Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2018, worth a combined $107M — up 338% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDS positions and 0 closed out — a net gain of 15 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $44.2M. The largest seller was United Capital Financial Advisors, cutting an estimated $70K.
- 23 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2018, up from 8 in Q4 2017.
- Funds reported $107M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2018, up 338% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2018 and 0 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2018 was Capital Advisors Inc, an estimated $44.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2018 was United Capital Financial Advisors, an estimated $70K sold.
Based on aggregated 13F filings for Q1 2018.