iShares iBonds Dec 2027 Term Corporate ETF
IBDS
63 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $213M → $234M (+$21.7M)
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.98% less ownership
Funds ownership: 80.15% → 78.16% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.3M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$18.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.19M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$2.63M |
| 5 |
Morgan Stanley
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$9.47M |
| 2 |
TF
TLWM Financial
San Antonio,
Texas
|
-$6.36M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.27M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.99M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.61M |
IBDS Hedge Fund Activity: Q1 2020 in Review
63 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2020, worth a combined $234M — up 10% from $213M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDS positions and 5 closed out — a net gain of 4 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Jane Street, adding an estimated $20.3M. The largest seller was Stifel Financial, cutting an estimated $9.47M.
- 63 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2020, up from 62 in Q4 2019.
- Funds reported $234M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2020, up 10% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2020 and 5 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $20.3M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2020 was Stifel Financial, an estimated $9.47M sold.
Based on aggregated 13F filings for Q1 2020.