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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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66 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

12% more funds holding

Funds holding: 59 → 66 (+7)

2% more capital invested

Capital invested by funds: $206M → $209M (+$3.43M)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.49M
2
AL
Aspiriant LLC
California
+$3M
3
MFWM
Motley Fool Wealth Management
Virginia
+$1.16M
4
RJA
Raymond James & Associates
Florida
+$1.13M
5
CIA
Capital Investment Advisors
Georgia
+$1.07M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.05M
2
UCFA
United Capital Financial Advisors
Texas
-$5.27M
3
Bank of America
Bank of America
North Carolina
-$1.67M
4
LWM
Lenox Wealth Management
Ohio
-$551K
5
GP
Geneva Partners
Wisconsin
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$920K -$39.5K -1,639 -4%
KC
27
KHP Capital
Oklahoma
$918K +$159K +6,596 +21%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$813K +$813K +33,725 New
LWM
29
Lenox Wealth Management
Ohio
$750K -$551K -22,854 -42%
LPL Financial
30
LPL Financial
California
$718K +$33.1K +1,372 +5%
APP
31
Avantax Planning Partners
Iowa
$661K +$25K +1,035 +4%
LF
32
Lee Financial
Texas
$649K – – –
MA
33
MCF Advisors
Kentucky
$552K – – –
FPS
34
Fieldpoint Private Securities
Connecticut
$528K – – –
SSB
35
Sandy Spring Bank
Maryland
$499K +$200K +8,295 +67%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$471K +$117K +4,845 +33%
Stifel Financial
37
Stifel Financial
Missouri
$454K +$456K +18,891 New
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$441K +$5.67K +235 +1%
PAG
39
Private Advisor Group
New Jersey
$369K – – –
WGCA
40
Wolf Group Capital Advisors
Virginia
$352K – – –
BTS
41
BB&T Securities
Virginia
$338K – – –
ACS
42
Archford Capital Strategies
Illinois
$311K +$69.5K +2,884 +29%
TTWM
43
TCV Trust & Wealth Management
Virginia
$295K – – –
PCP
44
Proficio Capital Partners
Massachusetts
$291K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$281K +$157K +6,502 +126%
SAM
46
Stringer Asset Management
Tennessee
$272K +$46.6K +1,931 +21%
Mariner
47
Mariner
Kansas
$269K – – –
SIC
48
Sigma Investment Counselors
Michigan
$262K +$53.3K +2,210 +26%
LWM
49
Lyell Wealth Management
California
$228K +$229K +9,478 New
SPIA
50
Steward Partners Investment Advisory
New York
$224K – – –
1
2
3

IBDP Hedge Fund Activity: Q3 2018 in Review

66 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2018, worth a combined $209M — up 1.7% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDP positions and 2 closed out — a net gain of 7 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.49M. The largest seller was Envestnet Asset Management, cutting an estimated $6.05M.

  • 66 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2018, up from 59 in Q2 2018.
  • Funds reported $209M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2018 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2018 was Jane Street, an estimated $4.49M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2018.