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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
251
Cornell Pochily Investment Advisors
New York
$435K -$45K -1,796 -9%
RRA
252
Round Rock Advisors
Connecticut
$429K -$84.4K -3,368 -16%
PS
253
Principal Securities
Iowa
$426K -$69K -2,752 -14%
DWA
254
Delap Wealth Advisory
Oregon
$418K +$208K +8,320 +100%
PB
255
Pinnacle Bancorp
Nebraska
$417K
WG
256
Wealth Group
North Carolina
$406K
WFA
257
Wells Financial Advisors
Massachusetts
$406K -$62K -2,475 -13%
APS
258
American Planning Services
Florida
$405K -$2.21K -88 -0.5%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$394K -$108K -4,317 -22%
KP
260
Keel Point
Alabama
$393K +$2.78K +111 +0.7%
LF
261
LifePlan Financial
Minnesota
$391K -$455K -18,176 -54%
SP
262
Stablepoint Partners
Massachusetts
$388K -$317K -12,658 -45%
MCM
263
Marathon Capital Management
Maryland
$384K +$10K +400 +3%
HF
264
HRT Financial
New York
$380K +$379K +15,123 New
AIM
265
Arcadia Investment Management
Michigan
$367K -$142K -5,675 -28%
SPWM
266
Straight Path Wealth Management
Michigan
$362K -$35.6K -1,422 -9%
VFIC
267
Valley Forge Investment Consultants
Pennsylvania
$361K +$3.63K +145 +1%
CIAS
268
CFS Investment Advisory Services
New Jersey
$355K -$155K -6,180 -30%
KAS
269
KPP Advisory Services
Kentucky
$353K -$35.3K -1,409 -9%
PWA
270
Provenance Wealth Advisors
Florida
$352K
MG
271
Marex Group
$352K
SS
272
Sunbelt Securities
Texas
$350K -$60.1K -2,400 -15%
PHIC
273
Pine Haven Investment Counsel
Massachusetts
$348K
MA
274
MKT Advisors
California
$336K -$28.2K -1,126 -8%
MMA
275
Miracle Mile Advisors
California
$335K -$33K -1,316 -9%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.