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
AA
251
Addison Advisors
Vermont
$118K +$106K +4,350 +870%
ASN
252
Advisory Services Network
Georgia
$97.7K +$97.5K +4,000 New
VCM
253
Vigilant Capital Management
Maine
$92K +$8.28K +340 +10%
HI
254
Harbour Investments
Wisconsin
$86.3K +$1.1K +45 +1%
AAG
255
Armstrong Advisory Group
Massachusetts
$85.5K +$85.3K +3,502 New
4FG
256
4Thought Financial Group
New York
$84K +$658 +27 +0.8%
AIM
257
Anchor Investment Management
South Carolina
$81.4K +$81.2K +3,334 New
AA
258
AlphaMark Advisors
Kentucky
$70K -$1.58K -65 -2%
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$62.1K – – –
EK
260
Evensky & Katz
Florida
$62K -$12.8K -525 -17%
TCM
261
TD Capital Management
Tennessee
$51.2K +$390 +16 +0.8%
TCCM
262
Timber Creek Capital Management
Massachusetts
$49.6K – – –
TSWM
263
Tyler-Stone Wealth Management
Ohio
$45K +$37.9K +1,556 +519%
BCPWM
264
Bradley & Co Private Wealth Management
Florida
$43.5K -$7.8K -320 -15%
MWM
265
Mascoma Wealth Management
New Hampshire
$41.6K – – –
FRA
266
Front Row Advisors
California
$40K – – –
PTC
267
Private Trust Company
Ohio
$39K -$195 -8 -0.5%
GWM
268
Geneos Wealth Management
Colorado
$38.7K – – –
William Blair & Company
269
William Blair & Company
Illinois
$36.6K – – –
SC
270
Savant Capital
Illinois
$36.6K +$5.69M +233,519 New
TCWA
271
Ten Capital Wealth Advisors
Washington
$34.9K +$34.8K +1,430 New
NHT
272
New Hampshire Trust
New Hampshire
$29.3K +$29.2K +1,200 New
UB
273
UMB Bank
Missouri
$29K – – –
BL
274
Balentine LLC
Georgia
$24.9K +$24.9K +1,020 New
WT
275
Washington Trust
Rhode Island
$24.4K – – –
9 10
11
12 13

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.