iShares iBonds Dec 2027 Term Corporate ETF
IBDS
36 hedge funds and large institutions have $120M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 28 → 36 (+8)
21% more capital inflows, than outflows
Capital inflows: $11.5M | Capital outflows: $9.53M
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
2.13% less ownership
Funds ownership: 85.36% → 83.23% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.28M |
| 3 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$2.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$757K |
| 5 |
Jane Street
New York
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Capital Financial Advisors
Irving,
Texas
|
-$3.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.23M |
| 3 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.43M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$893K |
| 5 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$768K |
IBDS Hedge Fund Activity: Q4 2018 in Review
36 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2018, worth a combined $120M — up 1.4% from $118M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDS positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.98M. The largest seller was United Capital Financial Advisors, cutting an estimated $3.01M.
- 36 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $120M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2018, up 1.4% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2018 and 1 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $2.98M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2018.