iShares iBonds Dec 2027 Term Corporate ETF
IBDS
28 hedge funds and large institutions have $118M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more capital invested
Capital invested by funds: $109M → $118M (+$9.11M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.51% less ownership
Funds ownership: 87.87% → 85.36% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.84M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.79M |
| 4 |
Jane Street
New York
|
+$1.39M |
| 5 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.58M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$4.47M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$645K |
| 4 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$591K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$353K |
IBDS Hedge Fund Activity: Q3 2018 in Review
28 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2018, worth a combined $118M — up 8.3% from $109M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBDS positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $5.84M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.58M.
- 28 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2018, up from 27 in Q2 2018.
- Funds reported $118M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2018, up 8.3% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2018 was Confluence Investment Management, an estimated $5.84M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $5.58M sold.
Based on aggregated 13F filings for Q3 2018.