We are live on ! Find out more
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
RA
351
Ruggaard & Associates
Ohio
-$11.8M -468,012 Closed
SIAS
352
Summit Investment Advisory Services
Minnesota
-$4.7M -186,871 Closed
GS
353
GTS Securities
New York
-$4.61M -183,464 Closed
MSRI
354
Michael S. Ryan Inc
New York
-$4.48M -178,464 Closed
DSA
355
Droms Strauss Advisors
Missouri
-$4.36M -173,642 Closed
PSIWM
356
Paradigm Strategies in Wealth Management
Minnesota
-$3.88M -154,507 Closed
PWP
357
Precedent Wealth Partners
Texas
-$2.1M -83,493 Closed
QFA
358
Quantum Financial Advisors
California
-$1.83M -72,675 Closed
IF
359
Ironwood Financial
Arizona
-$1.34M -53,347 Closed
GI
360
GAMMA Investing
California
-$1M -39,909 Closed
WIC
361
Woodmont Investment Counsel
Tennessee
-$844K -33,598 Closed
MCM
362
Mattern Capital Management
Colorado
-$646K -25,720 Closed
NDSI
363
Newman Dignan & Sheerar Inc
Rhode Island
-$585K -23,296 Closed
SWA
364
Sightline Wealth Advisors
Connecticut
-$538K -21,389 Closed
KOMWMG
365
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$444K -17,651 Closed
DWA
366
Delap Wealth Advisory
Oregon
-$418K -16,640 Closed
LF
367
LifePlan Financial
Minnesota
-$391K -15,557 Closed
HF
368
HRT Financial
New York
-$380K -15,123 Closed
MMA
369
Miracle Mile Advisors
California
-$335K -13,320 Closed
FTUS
370
Flow Traders U.S.
New York
-$319K -12,688 Closed
IF
371
IRON Financial
Illinois
-$318K -12,635 Closed
CCA
372
Childress Capital Advisors
Texas
-$313K -12,461 Closed
CCP
373
Cassia Capital Partners
North Carolina
-$285K -11,347 Closed
RJTCONH
374
Raymond James Trust Company of New Hampshire
New Hampshire
-$281K -11,167 Closed
CAG
375
Csenge Advisory Group
Florida
-$246K -9,806 Closed

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.