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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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282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268 → 282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$30.2M
2
SAM
Simplify Asset Management
Nevada
+$19.6M
3
Bank of America
Bank of America
North Carolina
+$12.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.3M
5
JAG
Journey Advisory Group
Kentucky
+$7.95M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$53.5M
2
MMA
Miracle Mile Advisors
California
-$5.26M
3
Ameriprise
Ameriprise
Minnesota
-$3.89M
4
Wells Fargo
Wells Fargo
California
-$3.36M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
251
Vigilant Capital Management
Maine
$254K +$161K +6,575 +175%
PA
252
PSI Advisors
Florida
$253K +$242K +9,869 +2,243%
WCP
253
Wick Capital Partners
Pennsylvania
$251K -$531K -21,660 -68%
KP
254
Keel Point
Alabama
$244K +$243K +9,921 New
LWM
255
Laidlaw Wealth Management
New York
$234K – – –
KOMWMG
256
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$231K +$10.9K +444 +5%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$226K – – –
NSB
258
Norway Savings Bank
Maine
$224K – – –
JWCA
259
J.W. Cole Advisors
Florida
$220K – – –
PJSIMP
260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K -$62.5K -2,547 -22%
MAG
261
MRA Advisory Group
New Jersey
$211K +$210K +8,568 New
BONH
262
Bank of New Hampshire
New Hampshire
$209K – – –
FFA
263
Fragasso Financial Advisors
Pennsylvania
$208K +$613 +25 +0.3%
EH
264
Equitable Holdings
New York
$205K +$204K +8,324 New
DWA
265
Delap Wealth Advisory
Oregon
$205K – – –
BAM
266
Belpointe Asset Management
Nevada
$203K -$849K -34,605 -81%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K – – –
VFA
268
Valeo Financial Advisors
Indiana
$135K +$837K +34,126 New
ASN
269
Advisory Services Network
Georgia
$130K +$31.9K +1,300 +33%
PA
270
Parallel Advisors
California
$127K +$127K +5,160 New
AA
271
Addison Advisors
Vermont
$126K +$6.75K +275 +6%
PTC
272
Private Trust Company
Ohio
$120K +$80.5K +3,280 +203%
SHIM
273
Stone House Investment Management
Pennsylvania
$112K +$112K +4,575 New
AAS
274
Ameritas Advisory Services
Nebraska
$106K -$295K -12,006 -74%
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.4K +$98.1K +4,000 New
9 10
11
12 13

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.