iShares iBonds Dec 2027 Term Corporate ETF
IBDS
69 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
10% more funds holding
Funds holding: 63 → 69 (+6)
20.97% less ownership
Funds ownership: 78.16% → 57.2% (-21%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
64% less capital inflows, than outflows
Capital inflows: $36.9M | Capital outflows: $103M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$12M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$3.57M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.48M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.7M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$41.8M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$29.4M |
| 3 |
Jane Street
New York
|
-$20.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 5 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.48M |
IBDS Hedge Fund Activity: Q2 2020 in Review
69 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2020, worth a combined $184M — down 22% from $234M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDS positions and 10 closed out — a net gain of 6 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $12M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $41.8M sold.
- 69 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2020, up from 63 in Q1 2020.
- Funds reported $184M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2020, down 22% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2020 and 10 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2020 was Brandywine Oak Private Wealth, an estimated $12M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2020 was Capital Advisors Inc, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2020.