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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
BCWM
326
Bartlett & Co Wealth Management
Ohio
$129K
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$127K
BCCM
328
Black Cypress Capital Management
Florida
$117K +$21.5K +859 +23%
BWL
329
Bogart Wealth LLC
Virginia
$111K
CFO
330
CVA Family Office
Colorado
$101K
HWA
331
HHM Wealth Advisors
Tennessee
$93K
AAG
332
Armstrong Advisory Group
Massachusetts
$88K
TSWM
333
Tyler-Stone Wealth Management
Ohio
$76.9K +$426 +17 +0.6%
FHA
334
First Horizon Advisors
Tennessee
$70.8K -$50.7K -2,022 -42%
JHCP
335
Jackson Hole Capital Partners
Oklahoma
$67.2K
MCA
336
Maryland Capital Advisors
Maryland
$58.9K +$33.6K +1,341 +134%
NFSG
337
Newbridge Financial Services Group
Florida
$56.9K +$576 +23 +1%
TCM
338
TD Capital Management
Tennessee
$55.2K +$551 +22 +1%
FRA
339
Front Row Advisors
California
$48.9K
EPW
340
Evergreen Private Wealth
Colorado
$46.2K
AIM
341
Anchor Investment Management
South Carolina
$44K -$7.57K -302 -15%
MG
342
Mather Group
Illinois
$42.8K
S
343
SignatureFD
Georgia
$40.2K -$14.5K -579 -27%
GWM
344
Geneos Wealth Management
Colorado
$39.8K
B
345
Birchbrook
Maine
$32.4K -$24.7K -985 -43%
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$31.3K -$70.9K -2,828 -69%
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$28.8K +$15.7K +626 +121%
CAS
348
Coppell Advisory Solutions
Texas
$26.9K +$26.8K +1,069 New
PWMG
349
Prestige Wealth Management Group
New Jersey
$25.4K
William Blair & Company
350
William Blair & Company
Illinois
$25.1K

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.