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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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314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 85

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

9% more funds holding

Funds holding: 287 → 314 (+27)

1% more capital invested

Capital invested by funds: $1.93B → $1.94B (+$11.9M)

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
4.98%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$44.7M
2
AWM
AE Wealth Management
Kansas
+$31.5M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$28.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$16.1M
5
NC
NovaPoint Capital
Georgia
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
-$149M
2
EWA
EP Wealth Advisors
California
-$53M
3
KTM
Keeler Thomas Management
Utah
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$10.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
276
Brookstone Capital Management
Illinois
$233K +$28.1K +1,139 +14%
FFA
277
Fragasso Financial Advisors
Pennsylvania
$215K +$5.35K +217 +3%
OHWP
278
Oak Harbor Wealth Partners
North Carolina
$214K -$58.2K -2,362 -21%
NSB
279
Norway Savings Bank
Maine
$213K – – –
BONH
280
Bank of New Hampshire
New Hampshire
$210K – – –
CAG
281
Csenge Advisory Group
Florida
$207K +$206K +8,356 New
ATPW
282
Ashton Thomas Private Wealth
Arizona
$206K -$486K -19,729 -70%
DWA
283
Delap Wealth Advisory
Oregon
$206K – – –
CGFA
284
Colton Groome Financial Advisors
North Carolina
$203K – – –
SIC
285
Salem Investment Counselors
North Carolina
$154K +$153K +6,212 New
DSC
286
Duncker Streett & Co
Missouri
$151K +$150K +6,090 New
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K – – –
GGI
288
Godsey & Gibb Inc
Virginia
$137K -$198K -8,012 -59%
PA
289
Parallel Advisors
California
$128K – – –
AA
290
Addison Advisors
Vermont
$127K +$8.13K +330 +7%
BC
291
Bartlett & Co
Ohio
$127K +$17.3K +700 +16%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$127K +$17.3K +700 +16%
PTC
293
Private Trust Company
Ohio
$120K -$247 -10 -0.2%
HI
294
Harbour Investments
Wisconsin
$116K +$690 +28 +0.6%
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K – – –
HWA
296
HHM Wealth Advisors
Tennessee
$91.5K – – –
AAG
297
Armstrong Advisory Group
Massachusetts
$86.6K – – –
AIM
298
Anchor Investment Management
South Carolina
$82.5K – – –
TSWM
299
Tyler-Stone Wealth Management
Ohio
$75K – – –
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$71.9K +$71.6K +2,906 New
10 11
12
13 14

IBDP Hedge Fund Activity: Q3 2023 in Review

314 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2023, worth a combined $1.94B — up 0.61% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDP positions and 12 closed out — a net gain of 34 holders — while 143 added to existing stakes and 85 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $44.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $149M.

  • 314 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.94B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2023, up 0.61% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2023 and 12 closed out, a net change of +34 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $44.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.