iShares iBonds Dec 2027 Term Corporate ETF
IBDS
46 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more capital invested
Capital invested by funds: $91.4M → $135M (+$43.5M)
17.49% more ownership
Funds ownership: 56.39% → 73.88% (+17%)
12% more funds holding
Funds holding: 41 → 46 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$32.4M |
| 2 |
Morgan Stanley
New York
|
+$3.26M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$2.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$521K |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$206K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$96.4K |
IBDS Hedge Fund Activity: Q2 2019 in Review
46 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2019, worth a combined $135M — up 48% from $91.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDS positions and 1 closed out — a net gain of 5 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was Capital Advisors Inc, adding an estimated $32.4M. The largest seller was Stifel Financial, cutting an estimated $3.22M.
- 46 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2019, up from 41 in Q1 2019.
- Funds reported $135M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2019, up 48% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2019 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $32.4M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $3.22M sold.
Based on aggregated 13F filings for Q2 2019.