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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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2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
251
Johnson Bixby & Associates
Washington
– -$266K -10,568 Closed
BCI
252
Brinker Capital Investments
Pennsylvania
– -$266K -10,546 Closed
OPS
253
Orion Portfolio Solutions
Nebraska
– -$266K -10,546 Closed
HWM
254
Horizons Wealth Management
North Carolina
– -$265K -10,528 Closed
CAI
255
Capital Advisors Inc
Oklahoma
– -$261K -10,357 Closed
GC
256
Gilbert & Cook
Iowa
– -$260K -10,306 Closed
WCP
257
Wick Capital Partners
Pennsylvania
– -$257K -10,208 Closed
GIA
258
Gladstone Institutional Advisory
Florida
– -$257K -10,204 Closed
AT
259
American Trust
Kentucky
– -$251K -9,952 Closed
Jones Financial Companies
260
Jones Financial Companies
Missouri
– -$248K -9,861 Closed
ATPW
261
Ashton Thomas Private Wealth
Arizona
– -$239K -9,488 Closed
ES
262
Eagle Strategies
New York
– -$238K -9,430 Closed
LAS
263
Lloyd Advisory Services
Georgia
– -$233K -9,235 Closed
SP
264
Stablepoint Partners
Massachusetts
– -$232K -9,190 Closed
SL
265
SWMG LLC
Texas
– -$227K -9,031 Closed
FFA
266
Fragasso Financial Advisors
Pennsylvania
– -$225K -8,916 Closed
CRC
267
Curi RMB Capital
Illinois
– -$222K -8,822 Closed
GWCM
268
Godshalk Welsh Capital Management
Pennsylvania
– -$209K -8,300 Closed
EWM
269
Executive Wealth Management
Michigan
– -$204K -8,097 Closed
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
– -$203K -8,064 Closed
BONH
271
Bank of New Hampshire
New Hampshire
– -$187K -7,405 Closed
UCB
272
United Community Bank
South Carolina
– -$183K -7,273 Closed
ATC
273
Adirondack Trust Company
New York
– -$182K -7,222 Closed
WFA
274
Wells Financial Advisors
Massachusetts
– -$173K -6,880 Closed
OHWP
275
Oak Harbor Wealth Partners
North Carolina
– -$169K -6,688 Closed
9 10
11
12 13

IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.