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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

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: 244268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$23.3K +$146 +6 +0.6%
TC
277
Trust Company
Kansas
$23K -$2.34M -95,986 -99%
CT
278
Colonial Trust
South Carolina
$19.5K +$19.5K +800 New
CA
279
CoreCap Advisors
Michigan
$15.7K +$15.7K +644 New
FHA
280
First Horizon Advisors
Tennessee
$13.5K
USCWA
281
U.S. Capital Wealth Advisors
Texas
$13K +$12.9K +531 New
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$11.5K
PA
283
PSI Advisors
Florida
$10.7K +$10.7K +440 New
RIA
284
Realta Investment Advisors
Delaware
$6.64K
JP Morgan Chase
285
JP Morgan Chase
New York
$6K
SC
286
Stephens Consulting
Michigan
$4.64K
BlackRock
287
BlackRock
New York
$3.25K
BWM
288
Baystate Wealth Management
Massachusetts
$3K -$1.15K -47 -27%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$366 +$341 +14 +1,400%
MCC
290
Money Concepts Capital
Florida
$98 +$97 +4 New
KCM
291
Karp Capital Management
California
-$10.8M -442,099 Closed
HPC
292
HM Payson & Co
Maine
-$3.87M -158,735 Closed
OMC
293
Old Mission Capital
Illinois
-$2.3M -94,497 Closed
Citadel Advisors
294
Citadel Advisors
Florida
-$1.95M -80,107 Closed
BRG
295
Bay Rivers Group
Virginia
-$1.69M -69,297 Closed
LF
296
Lee Financial
Texas
-$656K -26,920 Closed
MSFS
297
Main Street Financial Solutions
Pennsylvania
-$654K -26,856 Closed
KPWS
298
Kestra Private Wealth Services
Texas
-$639K -26,254 Closed
LC
299
Legacy CG
Texas
-$372K -15,292 Closed
MGIA
300
Matthew Goff Investment Advisor
Texas
-$352K -14,459 Closed

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.