We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

IBDP was delisted on the 16th of December, 2024.

Back to rankings

51 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

21% more funds holding

Funds holding: 42 → 51 (+9)

17% more capital invested

Capital invested by funds: $142M → $166M (+$24M)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$10.8M
2
Bank of America
Bank of America
North Carolina
+$6.18M
3
UBS Group
UBS Group
Switzerland
+$2.26M
4
SWMG
Signature Wealth Management Group
Georgia
+$2.25M
5
CTC
Central Trust Company
Missouri
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12M
2
WGCA
Wolf Group Capital Advisors
Virginia
-$372K
3
LWM
Lenox Wealth Management
Ohio
-$222K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$54.4K
5
DADC
D.A. Davidson & Co
Montana
-$36.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
26
KHP Capital
Oklahoma
$592K +$132K +5,382 +28%
MA
27
MCF Advisors
Kentucky
$559K +$212K +8,627 +60%
LPL Financial
28
LPL Financial
California
$473K +$64K +2,602 +15%
PAG
29
Private Advisor Group
New Jersey
$421K – – –
WI
30
WrapManager Inc
California
$418K +$421K +17,140 New
WGCA
31
Wolf Group Capital Advisors
Virginia
$369K -$372K -15,127 Closed
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$366K -$20.6K -839 -5%
BTS
33
BB&T Securities
Virginia
$342K +$345K +14,041 New
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$339K – – –
DADC
35
D.A. Davidson & Co
Montana
$317K -$36.9K -1,500 -10%
PCP
36
Proficio Capital Partners
Massachusetts
$265K +$142K +5,780 +113%
FA
37
FDx Advisors
Illinois
$262K +$264K +10,730 New
SAM
38
Stringer Asset Management
Tennessee
$223K +$225K +9,151 New
CA
39
Cetera Advisors
Colorado
$222K – – –
Mariner
40
Mariner
Kansas
$215K – – –
NA
41
NewEdge Advisors
Louisiana
$210K +$212K +8,637 New
ACS
42
Archford Capital Strategies
Illinois
$135K +$132K +5,390 New
APA
43
American Portfolios Advisors
New York
$85.4K +$86K +3,500 New
IA
44
IFP Advisors
Florida
$82K – – –
AG
45
Advisor Group
Arizona
$71K – – –
GWM
46
Geneos Wealth Management
Colorado
$61K +$51.6K +2,100 +488%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$60K -$54.4K -2,214 -48%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$60K +$60.8K +2,474 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$54K -$12M -489,103 -100%
WF
50
WealthTrust Fairport
Ohio
$49K +$49.2K +2,003 New
1
2
3

IBDP Hedge Fund Activity: Q1 2018 in Review

51 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2018, worth a combined $166M — up 17% from $142M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDP positions and 2 closed out — a net gain of 9 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $10.8M. The largest seller was Envestnet Asset Management, cutting an estimated $12M.

  • 51 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2018, up from 42 in Q4 2017.
  • Funds reported $166M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2018 and 2 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2018 was Motley Fool Wealth Management, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2018.