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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 84

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$209M)

2% more funds holding

Funds holding: 282 → 287 (+5)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
287
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$149M
2
EWA
EP Wealth Advisors
California
+$49.8M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
MFG
Merit Financial Group
Georgia
+$8.28M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
CIM
Corda Investment Management
Texas
-$24M
3
SAM
Simplify Asset Management
Nevada
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$8.83M
5
Wells Fargo
Wells Fargo
California
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Alterna Wealth Management
Texas
$463K – – –
CWM
227
Cornerstone Wealth Management
Missouri
$460K +$28.4K +1,155 +7%
GBWM
228
Granite Bay Wealth Management
New Hampshire
$455K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$447K -$14.8K -600 -3%
EH
230
Equitable Holdings
New York
$445K +$240K +9,766 +117%
APP
231
Avantax Planning Partners
Iowa
$444K – – –
MMA
232
Miracle Mile Advisors
California
$431K +$12.4K +505 +3%
KCM
233
Kathmere Capital Management
Pennsylvania
$425K +$35.7K +1,451 +9%
SS
234
Sunbelt Securities
Texas
$417K -$12.3K -500 -3%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$416K +$416K +16,900 New
PB
236
Pinnacle Bancorp
Nebraska
$409K – – –
SWPG
237
Strategic Wealth Partners Group
Illinois
$407K +$25K +1,016 +7%
EIA
238
Eldridge Investment Advisors
New Hampshire
$401K +$14.8K +600 +4%
TFS
239
Thoroughbred Financial Services
Tennessee
$401K +$33.4K +1,360 +9%
WC
240
Waterloo Capital
Texas
$400K +$399K +16,245 New
IF
241
IRON Financial
Illinois
$392K -$13K -530 -3%
BSSFA
242
Baron Silver Stevens Financial Advisors
Florida
$389K – – –
MCM
243
Marathon Capital Management
Maryland
$381K – – –
OCAM
244
Onex Canada Asset Management
Ontario, Canada
$377K – – –
KP
245
Keel Point
Alabama
$373K +$128K +5,209 +53%
SHFP
246
Second Half Financial Partners
Florida
$362K +$362K +14,707 New
GAM
247
Gould Asset Management
California
$354K +$15.2K +620 +5%
SF
248
Safeguard Financial
Wisconsin
$345K -$418K -17,016 -55%
CA
249
Cetera Advisors
Colorado
$335K -$275K -11,195 -45%
GGI
250
Godsey & Gibb Inc
Virginia
$334K -$71.2K -2,895 -18%
8 9
10
11 12

IBDP Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.

  • 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.