iShares iBonds Dec 2027 Term Corporate ETF
IBDS
41 hedge funds and large institutions have $91.4M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
14% more funds holding
Funds holding: 36 → 41 (+5)
24% less capital invested
Capital invested by funds: $120M → $91.4M (-$28.8M)
26.84% less ownership
Funds ownership: 83.23% → 56.39% (-27%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$5.61M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.58M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.53M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.77M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$32.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.36M |
| 4 |
Jane Street
New York
|
-$3.35M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.99M |
IBDS Hedge Fund Activity: Q1 2019 in Review
41 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2019, worth a combined $91.4M — down 24% from $120M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDS positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $5.61M. The largest seller was Capital Advisors Inc, cutting an estimated $32.8M.
- 41 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2019, up from 36 in Q4 2018.
- Funds reported $91.4M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2019, down 24% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2019 and 6 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2019 was Motley Fool Wealth Management, an estimated $5.61M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $32.8M sold.
Based on aggregated 13F filings for Q1 2019.