iShares iBonds Dec 2027 Term Corporate ETF
IBDS
27 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
17% more funds holding
Funds holding: 23 → 27 (+4)
2% more capital invested
Capital invested by funds: $107M → $109M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.79% less ownership
Funds ownership: 89.66% → 87.87% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.8M |
| 2 |
LF
Lee Financial
Dallas,
Texas
|
+$1.78M |
| 3 |
Morgan Stanley
New York
|
+$1.66M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$684K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.4M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.64M |
| 3 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$460K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$333K |
| 5 |
M&T Bank
Buffalo,
New York
|
-$212K |
IBDS Hedge Fund Activity: Q2 2018 in Review
27 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2018, worth a combined $109M — up 1.9% from $107M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDS positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $2.8M. The largest seller was Jane Street, cutting an estimated $3.4M.
- 27 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2018, up from 23 in Q1 2018.
- Funds reported $109M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2018 and 5 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2018 was Bank of America, an estimated $2.8M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2018 was Jane Street, an estimated $3.4M sold.
Based on aggregated 13F filings for Q2 2018.