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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
276
Capital Advisors Inc
Oklahoma
$261K +$3.44K +137 +1%
GC
277
Gilbert & Cook
Iowa
$260K
WCP
278
Wick Capital Partners
Pennsylvania
$257K
GIA
279
Gladstone Institutional Advisory
Florida
$257K +$176 +7 +0.1%
AT
280
American Trust
Kentucky
$251K +$250K +9,952 New
Jones Financial Companies
281
Jones Financial Companies
Missouri
$248K +$118K +4,680 +90%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$239K -$45.2K -1,797 -16%
ES
283
Eagle Strategies
New York
$238K +$1.38K +55 +0.6%
LAS
284
Lloyd Advisory Services
Georgia
$233K -$58.6K -2,333 -20%
SP
285
Stablepoint Partners
Massachusetts
$232K -$156K -6,214 -40%
SL
286
SWMG LLC
Texas
$227K
FFA
287
Fragasso Financial Advisors
Pennsylvania
$225K +$1.56K +62 +0.7%
CRC
288
Curi RMB Capital
Illinois
$222K -$37.6K -1,498 -15%
GWCM
289
Godshalk Welsh Capital Management
Pennsylvania
$209K
EWM
290
Executive Wealth Management
Michigan
$204K +$1.73K +69 +0.9%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$203K +$60.1K +2,391 +42%
PCMC
292
Paragon Capital Management (Colorado)
Colorado
$200K
BONH
293
Bank of New Hampshire
New Hampshire
$187K -$27.6K -1,100 -13%
UCB
294
United Community Bank
South Carolina
$183K -$44.2K -1,760 -19%
ATC
295
Adirondack Trust Company
New York
$182K
WFA
296
Wells Financial Advisors
Massachusetts
$173K -$233K -9,260 -57%
OHWP
297
Oak Harbor Wealth Partners
North Carolina
$169K -$12.8K -511 -7%
DSC
298
Duncker Streett & Co
Missouri
$154K
LWCFA
299
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.