We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
226
Eldridge Investment Advisors
New Hampshire
$495K +$1.56K +62 +0.3%
EH
227
Equitable Holdings
New York
$481K -$19.2K -764 -4%
PIMG
228
Patriot Investment Management Group
Tennessee
$480K
EW
229
Element Wealth
Mississippi
$459K -$557K -22,154 -55%
DWT
230
Dorsey & Whitney Trust
South Dakota
$454K -$50.3K -2,000 -10%
PWA
231
Provenance Wealth Advisors
Florida
$454K +$100K +3,980 +28%
CPIA
232
Cornell Pochily Investment Advisors
New York
$420K -$16.4K -654 -4%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$410K +$15.3K +608 +4%
RWM
234
Ritholtz Wealth Management
New York
$409K -$826K -32,878 -67%
WG
235
Wealth Group
North Carolina
$407K
PB
236
Pinnacle Bancorp
Nebraska
$398K -$20K -795 -5%
KP
237
Keel Point
Alabama
$395K +$603 +24 +0.2%
BSTWA
238
Blake Schutter Theil Wealth Advisors
Ohio
$393K +$392K +15,608 New
AWP
239
Accretive Wealth Partners
New Jersey
$392K +$123K +4,890 +46%
APS
240
American Planning Services
Florida
$386K -$20K -795 -5%
CSIA
241
Conrad Siegel Investment Advisors
Pennsylvania
$386K -$380K -15,119 -50%
VFIC
242
Valley Forge Investment Consultants
Pennsylvania
$366K +$4.1K +163 +1%
VNA
243
Valley National Advisers
Pennsylvania
$364K -$273K -10,882 -43%
RRA
244
Round Rock Advisors
Connecticut
$364K -$66.3K -2,640 -15%
SPWM
245
Straight Path Wealth Management
Michigan
$363K
KAS
246
KPP Advisory Services
Kentucky
$354K
FPAS
247
Focus Partners Advisor Solutions
Missouri
$354K
MG
248
Marex Group
$353K
PHIC
249
Pine Haven Investment Counsel
Massachusetts
$349K
MCM
250
Marathon Capital Management
Maryland
$348K -$37.8K -1,504 -10%

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.