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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
AA
301
Addison Advisors
Vermont
$144K +$9.93K +395 +7%
KHC
302
Koesten Hirschmann & Crabtree
Kansas
$141K +$13.1K +520 +10%
BA
303
Ballast Advisors
Minnesota
$137K
BCWM
304
Bartlett & Co Wealth Management
Ohio
$129K
PTC
305
Private Trust Company
Ohio
$116K -$21.1K -840 -15%
BWL
306
Bogart Wealth LLC
Virginia
$112K
CFO
307
CVA Family Office
Colorado
$101K
BCCM
308
Black Cypress Capital Management
Florida
$96K -$21.6K -859 -18%
HWA
309
HHM Wealth Advisors
Tennessee
$93.3K
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$90.9K +$61.8K +2,459 +215%
AAG
311
Armstrong Advisory Group
Massachusetts
$88.3K
FHA
312
First Horizon Advisors
Tennessee
$71.1K
JHCP
313
Jackson Hole Capital Partners
Oklahoma
$67.4K
MCA
314
Maryland Capital Advisors
Maryland
$59K
NFSG
315
Newbridge Financial Services Group
Florida
$57.7K +$653 +26 +1%
TCM
316
TD Capital Management
Tennessee
$56K +$628 +25 +1%
FRA
317
Front Row Advisors
California
$49K
EPW
318
Evergreen Private Wealth
Colorado
$46.4K
AIM
319
Anchor Investment Management
South Carolina
$44.2K
BF
320
BOK Financial
Oklahoma
$44K +$44K +1,752 New
MG
321
Mather Group
Illinois
$43.1K
GWM
322
Geneos Wealth Management
Colorado
$39.9K
AssetMark Inc
323
AssetMark Inc
California
$39.7K +$39.6K +1,576 New
TC
324
Trust Company
Kansas
$36.6K +$12.7K +504 +53%
OAJ
325
Ogorek Anthony Joseph
New York
$32K -$150K -5,976 -82%

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.