iShares iBonds Dec 2024 Term Corporate ETF
IBDP
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.
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: 10 → 16 (+6)
11% more capital invested
Capital invested by funds: $1.19B → $1.33B (+$131M)
9% more funds holding
Funds holding: 224 → 244 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$26.9M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$22.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$25.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$18.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.36M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$6.23M |
| 5 |
ACIM
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
-$5.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
251
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $2.79K | +$331K | +13,390 | +13% |
|
|
CWA
252
Choice Wealth Advisors
Waterville,
Maine
| – | -$813K | -32,845 | Closed |
|
253
Renaissance Technologies
New York
| – | -$665K | -26,860 | Closed |
|
|
KWM
254
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$283K | -11,444 | Closed |
|
|
LWM
255
Laidlaw Wealth Management
New York City,
New York
| – | -$235K | -9,500 | Closed |
|
|
SMC
256
Smith, Moore & Co
Clayton,
Missouri
| – | -$231K | -9,346 | Closed |
|
|
AWC
257
Adamsbrown Wealth Consultants
Wichita,
Kansas
| – | -$220K | -8,900 | Closed |
|
|
VFA
258
Valeo Financial Advisors
Carmel,
Indiana
| – | -$207K | -8,360 | Closed |
|
259
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$3K | -134 | Closed |
|
260
Citigroup
New York
| – | +$49 | +2 | New |
|
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.