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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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$11.6K – – –
EDRH
327
Edmond de Rothschild Holding
Switzerland
$11.1K – – –
FGAM
328
Financial Gravity Asset Management
Texas
$10.2K +$10.2K +413 New
ANBT
329
American National Bank & Trust
Texas
$7.84K +$7.81K +317 New
PCM
330
Penserra Capital Management
California
$7K -$12.7K -516 -63%
CFGS
331
Concourse Financial Group Securities
Alabama
$5.02K – – –
PBK
332
Peoples Bank (Kansas)
Kansas
$4.94K +$4.93K +200 New
SC
333
Stephens Consulting
Michigan
$4.7K – – –
BWM
334
Baystate Wealth Management
Massachusetts
$3.29K +$25 +1 +0.8%
BlackRock
335
BlackRock
New York
$3.29K – – –
RIA
336
Realta Investment Advisors
Delaware
$3.27K – – –
EK
337
Evensky & Katz
Florida
$3K -$57.5K -2,331 -95%
Citigroup
338
Citigroup
New York
$618 +$419 +17 +213%
Fidelity Investments
339
Fidelity Investments
Massachusetts
$149 +$25 +1 +20%
DADC
340
D.A. Davidson & Co
Montana
– -$4.15M -168,569 Closed
CWM
341
Centric Wealth Management
Illinois
– -$2.69M -109,361 Closed
AFP
342
Alpha Financial Partners
Kentucky
– -$1.26M -51,161 Closed
GVAG
343
Great Valley Advisor Group
Delaware
– -$1.11M -44,931 Closed
CW
344
CreativeOne Wealth
Kansas
– -$640K -25,975 Closed
SI
345
Stephens Inc
Arkansas
– -$635K -25,812 Closed
OCAM
346
Onex Canada Asset Management
Ontario, Canada
– -$377K -15,305 Closed
SHFP
347
Second Half Financial Partners
Florida
– -$362K -14,707 Closed
ACIM
348
Azimuth Capital Investment Management
Michigan
– -$303K -12,300 Closed
MAG
349
MRA Advisory Group
New Jersey
– -$211K -8,568 Closed
SWM
350
Spire Wealth Management
Virginia
– -$24.6K -1,000 Closed
10 11 12 13
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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.