We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244 → 268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$37.6M
2
Bank of America
Bank of America
North Carolina
+$29M
3
MFWM
Motley Fool Wealth Management
Virginia
+$22.7M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
Jane Street
Jane Street
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
2
WCM
Windsor Capital Management
Arizona
-$10.9M
3
HPC
HM Payson & Co
Maine
-$3.87M
4
DE
Day & Ennis
Georgia
-$3.76M
5
SCA
Snowden Capital Advisors
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
226
Horizons Wealth Management
North Carolina
$279K +$13.9K +570 +5%
KFAA
227
Klaas Financial Asset Advisors
Illinois
$265K +$15.9K +653 +6%
IA
228
IFG Advisory
Georgia
$259K -$61K -2,503 -19%
AC
229
AlphaCore Capital
California
$256K +$18.3K +750 +8%
GIA
230
Gladstone Institutional Advisory
Florida
$256K – – –
JLBC
231
J.L. Bainbridge & Co
Florida
$253K – – –
SWM
232
Scissortail Wealth Management
Oklahoma
$234K +$232K +9,535 New
LWM
233
Laidlaw Wealth Management
New York
$232K +$231K +9,500 New
PAS
234
Park Avenue Securities
New York
$229K – – –
PB
235
Pinnacle Bancorp
Nebraska
$227K -$36.8K -1,511 -14%
CFGS
236
Concourse Financial Group Securities
Alabama
$227K -$1.58K -65 -0.7%
CGFA
237
Colton Groome Financial Advisors
North Carolina
$225K – – –
OHWP
238
Oak Harbor Wealth Partners
North Carolina
$223K +$2.19K +90 +1%
NSB
239
Norway Savings Bank
Maine
$222K -$30.5K -1,250 -12%
JWCA
240
J.W. Cole Advisors
Florida
$219K -$334K -13,728 Closed
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$218K +$218K +8,935 New
TFS
242
Thoroughbred Financial Services
Tennessee
$216K +$216K +8,851 New
BSSFA
243
Baron Silver Stevens Financial Advisors
Florida
$212K – – –
BONH
244
Bank of New Hampshire
New Hampshire
$208K – – –
TTWM
245
TCV Trust & Wealth Management
Virginia
$206K -$17.7K -725 -8%
FFA
246
Fragasso Financial Advisors
Pennsylvania
$206K +$975 +40 +0.5%
DWA
247
Delap Wealth Advisory
Oregon
$203K +$203K +8,320 New
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K – – –
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$140K – – –
HS
250
Horan Securities
United States
$132K +$132K +5,401 New
8 9
10
11 12

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.