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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
TC
351
Trust Company
Kansas
$23.8K
CT
352
Colonial Trust
South Carolina
$20.1K
S
353
Sachetta
Massachusetts
$18.9K -$46.4K -1,850 -71%
MWM
354
Mascoma Wealth Management
New Hampshire
$17.6K
BFO
355
Biltmore Family Office
North Carolina
$15.3K +$15.3K +610 New
BCPWM
356
Bradley & Co Private Wealth Management
Florida
$13.2K -$9.32K -372 -41%
GLR
357
Great Lakes Retirement
Ohio
$12.6K -$1.83M -72,976 -99%
EDRH
358
Edmond de Rothschild Holding
Switzerland
$11.3K
GGI
359
Godsey & Gibb Inc
Virginia
$11.1K -$37.6K -1,500 -77%
HGERS
360
Householder Group Estate & Retirement Specialist
Arizona
$11K -$16.4K -656 -60%
DF
361
Dunhill Financial
United Kingdom
$10K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$9.65K
PCM
363
Penserra Capital Management
California
$8K +$226 +9 +3%
SWM
364
Spire Wealth Management
Virginia
$7.03K +$50 +2 +0.7%
AA
365
AlphaMark Advisors
Kentucky
$7K
FPB
366
First PREMIER Bank
South Dakota
$7K
CFGS
367
Concourse Financial Group Securities
Alabama
$5.1K
LB
368
Legacy Bridge
Iowa
$5.03K
SC
369
Stephens Consulting
Michigan
$4.78K
BlackRock
370
BlackRock
New York
$3.47K -$28.6K -1,140 -89%
Citigroup
371
Citigroup
New York
$101 +$100 +4 New
Fidelity Investments
372
Fidelity Investments
Massachusetts
$75 -$75 -3 -50%
SCG
373
Sonata Capital Group
Washington
-$5.63M -224,880 Closed
RVPG
374
Relative Value Partners Group
-$3.25M -129,966 Closed
GAA
375
Global Assets Advisory
Florida
-$2.27M -56,602 Closed

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.