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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

IBDP was delisted on the 16th of December, 2024.

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
226
Jackson Hole Capital Partners
Oklahoma
$62K +$62.8K +2,545 New
EW
227
Element Wealth
Mississippi
$62K +$63K +2,551 New
BCPWM
228
Bradley & Co Private Wealth Management
Florida
$51K -$286K -11,568 -85%
TCM
229
TD Capital Management
Tennessee
$51K +$51.4K +2,081 New
TCCM
230
Timber Creek Capital Management
Massachusetts
$49K
MWM
231
Mascoma Wealth Management
New Hampshire
$41K
PTC
232
Private Trust Company
Ohio
$40K -$938 -38 -2%
FRA
233
Front Row Advisors
California
$40K
GWM
234
Geneos Wealth Management
Colorado
$38K -$24.7K -1,000 -39%
William Blair & Company
235
William Blair & Company
Illinois
$37K
UB
236
UMB Bank
Missouri
$29K
WT
237
Washington Trust
Rhode Island
$24K
GRP
238
Global Retirement Partners
California
$23K +$23.4K +950 New
AF
239
Advisornet Financial
Minnesota
$20K +$20.6K +835 New
FHA
240
First Horizon Advisors
Tennessee
$13K
AA
241
Addison Advisors
Vermont
$12K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$11K
FGAM
243
Financial Gravity Asset Management
Texas
$10.1K -$123 -5 -4%
RIA
244
Realta Investment Advisors
Delaware
$7K +$6.71K +272 New
TSWM
245
Tyler-Stone Wealth Management
Ohio
$7K +$7.41K +300 New
JP Morgan Chase
246
JP Morgan Chase
New York
$6K
S
247
SignatureFD
Georgia
$5K +$5.46K +221 New
SC
248
Stephens Consulting
Michigan
$4.63K
BWM
249
Baystate Wealth Management
Massachusetts
$4K +$4.37K +177 New
BlackRock
250
BlackRock
New York
$3K

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.