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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
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K – – –
PA
277
Parallel Advisors
California
$127K – – –
PTC
278
Private Trust Company
Ohio
$120K -$418 -17 -0.3%
AA
279
Addison Advisors
Vermont
$119K -$7.38K -300 -6%
HI
280
Harbour Investments
Wisconsin
$115K +$27.2K +1,107 +31%
BC
281
Bartlett & Co
Ohio
$109K +$109K +4,425 New
BCWM
282
Bartlett & Co Wealth Management
Ohio
$109K +$109K +4,425 New
4FG
283
4Thought Financial Group
New York
$102K +$13.1K +531 +15%
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.5K – – –
HWA
285
HHM Wealth Advisors
Tennessee
$91.1K – – –
AAG
286
Armstrong Advisory Group
Massachusetts
$86.2K – – –
AIM
287
Anchor Investment Management
South Carolina
$82.1K – – –
TSWM
288
Tyler-Stone Wealth Management
Ohio
$75K +$74.9K +3,044 New
AA
289
AlphaMark Advisors
Kentucky
$68K – – –
JHCP
290
Jackson Hole Capital Partners
Oklahoma
$65.8K – – –
EK
291
Evensky & Katz
Florida
$60K +$295 +12 +0.5%
TCM
292
TD Capital Management
Tennessee
$52.3K +$393 +16 +0.8%
ATC
293
Adirondack Trust Company
New York
$50.1K +$49.9K +2,030 New
FRA
294
Front Row Advisors
California
$45K – – –
GWM
295
Geneos Wealth Management
Colorado
$39K – – –
William Blair & Company
296
William Blair & Company
Illinois
$36.9K – – –
FFA
297
Farther Finance Advisors
California
$34.8K +$23.6K +960 +212%
WWP
298
WR Wealth Planners
Missouri
$34.5K +$34.4K +1,400 New
BL
299
Balentine LLC
Georgia
$25.1K – – –
SWM
300
Spire Wealth Management
Virginia
$24.6K – – –
10 11
12
13 14

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.