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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
PI
376
PFG Investments
New York
-$785K -31,320 Closed
LNC
377
Lincoln National Corp
Pennsylvania
-$773K -30,855 Closed
LSA
378
L & S Advisors
California
-$446K -17,820 Closed
SW
379
Simplicity Wealth
New Jersey
-$420K -16,755 Closed
SG
380
StoneX Group
New York
-$348K -13,899 Closed
GBWM
381
Granite Bay Wealth Management
New Hampshire
-$301K -12,000 Closed
BAM
382
Belpointe Asset Management
Nevada
-$281K -11,221 Closed
NSB
383
Norway Savings Bank
Maine
-$273K -10,905 Closed
RCA
384
Resonant Capital Advisors
Wisconsin
-$270K -10,762 Closed
KFG
385
Kingdom Financial Group
Arizona
-$241K -9,613 Closed
SWM
386
Stockman Wealth Management
Montana
-$217K -8,655 Closed
AWM
387
Apollon Wealth Management
South Carolina
-$214K -8,548 Closed
DCM
388
Donaldson Capital Management
Indiana
-$211K -8,432 Closed
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$125K -5,000 Closed
NCTC
390
New Covenant Trust Company
Indiana
-$75.4K -3,010 Closed
SPIA
391
Steward Partners Investment Advisory
New York
-$65.6K -2,618 Closed
AssetMark Inc
392
AssetMark Inc
California
-$3.98K -159 Closed
BHWM
393
Beaird Harris Wealth Management
Texas
-$1.9K -76 Closed
PA
394
Pineridge Advisors
Missouri
-$608 -24 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.