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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Csenge Advisory Group
Florida
$246K +$14.6K +583 +6%
ACM
302
Absolute Capital Management
Pennsylvania
$239K
ES
303
Eagle Strategies
New York
$236K +$235K +9,375 New
VW
304
Vance Wealth
California
$234K -$72K -2,875 -24%
UCB
305
United Community Bank
South Carolina
$227K -$150K -5,981 -40%
SL
306
SWMG LLC
Texas
$227K -$70.3K -2,804 -24%
FFA
307
Fragasso Financial Advisors
Pennsylvania
$222K +$1.38K +55 +0.6%
BI
308
Bramshill Investments
Florida
$220K +$6.06K +242 +3%
BONH
309
Bank of New Hampshire
New Hampshire
$214K
GWCM
310
Godshalk Welsh Capital Management
Pennsylvania
$209K +$208K +8,300 New
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$202K +$83.9K +3,348 +71%
SWA
312
Strata Wealth Advisors
Texas
$202K
EWM
313
Executive Wealth Management
Michigan
$202K +$201K +8,028 New
IAIM
314
International Assets Investment Management
Florida
$185K +$185K +7,365 New
OAJ
315
Ogorek Anthony Joseph
New York
$182K -$42.4K -1,693 -19%
ATC
316
Adirondack Trust Company
New York
$181K +$100 +4 +0.1%
OHWP
317
Oak Harbor Wealth Partners
North Carolina
$181K -$46.4K -1,850 -20%
DSC
318
Duncker Streett & Co
Missouri
$153K
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$142K -$10.1K -404 -7%
PTC
322
Private Trust Company
Ohio
$137K +$150 +6 +0.1%
BA
323
Ballast Advisors
Minnesota
$137K +$45.1K +1,800 +49%
AA
324
Addison Advisors
Vermont
$134K -$626 -25 -0.5%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$130K +$130K +5,181 New

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.