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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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314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 85

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

9% more funds holding

Funds holding: 287 → 314 (+27)

1% more capital invested

Capital invested by funds: $1.93B → $1.94B (+$11.9M)

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
4.98%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$44.7M
2
AWM
AE Wealth Management
Kansas
+$31.5M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$28.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$16.1M
5
NC
NovaPoint Capital
Georgia
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
-$149M
2
EWA
EP Wealth Advisors
California
-$53M
3
KTM
Keeler Thomas Management
Utah
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$10.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
226
Dearborn Partners
Illinois
$479K +$478K +19,383 New
AM
227
Atwater Malick
Pennsylvania
$473K – – –
FPAS
228
Focus Partners Advisor Solutions
Missouri
$471K – – –
ACM
229
Absolute Capital Management
Pennsylvania
$467K – – –
AWM
230
Alterna Wealth Management
Texas
$465K +$464K +18,816 New
EH
231
Equitable Holdings
New York
$449K +$2.1K +85 +0.5%
APP
232
Avantax Planning Partners
Iowa
$446K – – –
LSA
233
L & S Advisors
California
$444K -$44K -1,785 -9%
PIMG
234
Patriot Investment Management Group
Tennessee
$423K -$49.7K -2,015 -11%
MMA
235
Miracle Mile Advisors
California
$417K -$15.9K -644 -4%
CA
236
Cetera Advisors
Colorado
$416K +$79.2K +3,214 +24%
PB
237
Pinnacle Bancorp
Nebraska
$410K – – –
SS
238
Sunbelt Securities
Texas
$404K -$14.8K -601 -4%
IF
239
IRON Financial
Illinois
$396K +$2.98K +121 +0.8%
BSSFA
240
Baron Silver Stevens Financial Advisors
Florida
$391K – – –
SPIA
241
Steward Partners Investment Advisory
New York
$378K -$70.5K -2,860 -16%
SWM
242
Stockman Wealth Management
Montana
$378K -$587K -23,800 -61%
SWPG
243
Strategic Wealth Partners Group
Illinois
$376K -$32.7K -1,325 -8%
KP
244
Keel Point
Alabama
$375K +$1.16K +47 +0.3%
MCM
245
Marathon Capital Management
Maryland
$368K +$367K +14,899 New
BI
246
Bramshill Investments
Florida
$358K -$169K -6,875 -32%
PWA
247
Provenance Wealth Advisors
Florida
$350K +$349K +14,166 New
GAM
248
Gould Asset Management
California
$336K -$19K -770 -5%
UCB
249
United Community Bank
South Carolina
$334K +$333K +13,504 New
SF
250
Safeguard Financial
Wisconsin
$332K -$15K -609 -4%
8 9
10
11 12

IBDP Hedge Fund Activity: Q3 2023 in Review

314 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2023, worth a combined $1.94B — up 0.61% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDP positions and 12 closed out — a net gain of 34 holders — while 143 added to existing stakes and 85 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $44.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $149M.

  • 314 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.94B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2023, up 0.61% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2023 and 12 closed out, a net change of +34 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $44.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.