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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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 84

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$209M)

2% more funds holding

Funds holding: 282 → 287 (+5)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
287
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$149M
2
EWA
EP Wealth Advisors
California
+$49.8M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
MFG
Merit Financial Group
Georgia
+$8.28M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
CIM
Corda Investment Management
Texas
-$24M
3
SAM
Simplify Asset Management
Nevada
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$8.83M
5
Wells Fargo
Wells Fargo
California
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
251
First National Bank of South Miami
Florida
$332K – – –
CCP
252
Cassia Capital Partners
North Carolina
$326K – – –
PHIC
253
Pine Haven Investment Counsel
Massachusetts
$311K -$13.5K -550 -4%
CAI
254
Capital Advisors Inc
Oklahoma
$309K -$70.6K -2,872 -19%
ACIM
255
Azimuth Capital Investment Management
Michigan
$303K -$24.6K -1,000 -8%
PCIA
256
Prime Capital Investment Advisors
Kansas
$302K +$302K +12,281 New
HBT
257
Hills Bank & Trust
Iowa
$295K +$294K +11,975 New
HWM
258
Horizons Wealth Management
North Carolina
$282K – – –
OHWP
259
Oak Harbor Wealth Partners
North Carolina
$272K +$197 +8 +0.1%
GIA
260
Gladstone Institutional Advisory
Florida
$267K – – –
AC
261
AlphaCore Capital
California
$259K – – –
VCM
262
Vigilant Capital Management
Maine
$257K +$2.58K +105 +1%
JLBC
263
J.L. Bainbridge & Co
Florida
$255K – – –
ACM
264
Advance Capital Management
Michigan
$252K +$252K +10,228 New
GPA
265
Guidance Point Advisors
Massachusetts
$246K – – –
CAN
266
Cetera Advisor Networks
California
$238K +$238K +9,673 New
KOMWMG
267
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K +$1.7K +69 +0.7%
CSIA
268
Conrad Siegel Investment Advisors
Pennsylvania
$218K -$126K -5,104 -37%
NSB
269
Norway Savings Bank
Maine
$212K -$12.3K -500 -5%
MAG
270
MRA Advisory Group
New Jersey
$211K – – –
BONH
271
Bank of New Hampshire
New Hampshire
$209K – – –
FFA
272
Fragasso Financial Advisors
Pennsylvania
$209K +$910 +37 +0.4%
DWA
273
Delap Wealth Advisory
Oregon
$205K – – –
BCM
274
Brookstone Capital Management
Illinois
$203K +$203K +8,264 New
CGFA
275
Colton Groome Financial Advisors
North Carolina
$202K -$24.6K -1,000 -11%
9 10
11
12 13

IBDP Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.

  • 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.