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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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71 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $209M → $236M (+$27.1M)

8% more funds holding

Funds holding: 66 → 71 (+5)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.5M
2
Bank of America
Bank of America
North Carolina
+$5.77M
3
SIC
Sigma Investment Counselors
Michigan
+$5.28M
4
RFO
RiverGlades Family Offices
Florida
+$3.33M
5
Morgan Stanley
Morgan Stanley
New York
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.49M
2
UCFA
United Capital Financial Advisors
Texas
-$2.73M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.92M
4
Wolverine Trading
Wolverine Trading
Illinois
-$920K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
26
Murphy Middleton Hinkle & Parker
Georgia
$1.18M -$3.43K -144 -0.3%
ECM
27
Exchange Capital Management
Michigan
$1.01M +$33.8K +1,416 +3%
COI
28
Capital One Investing
Virginia
$1M +$1M +42,000 New
HH
29
Hilltop Holdings
Texas
$983K +$8.82K +370 +0.9%
PAG
30
Private Advisor Group
New Jersey
$967K – – –
Stifel Financial
31
Stifel Financial
Missouri
$942K +$490K +20,549 +109%
SSB
32
Sandy Spring Bank
Maryland
$783K +$287K +12,035 +58%
PCP
33
Proficio Capital Partners
Massachusetts
$730K +$440K +18,465 +153%
SVWA
34
Sound View Wealth Advisors
Georgia
$678K +$677K +28,388 New
APP
35
Avantax Planning Partners
Iowa
$643K -$12.9K -543 -2%
LF
36
Lee Financial
Texas
$643K – – –
FPS
37
Fieldpoint Private Securities
Connecticut
$523K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$513K +$46.8K +1,961 +10%
MA
39
MCF Advisors
Kentucky
$499K -$48.5K -2,033 -9%
AG
40
Advisor Group
Arizona
$445K +$366K +15,335 +470%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$377K +$98.1K +4,116 +35%
ACS
42
Archford Capital Strategies
Illinois
$376K +$67.3K +2,824 +22%
WGCA
43
Wolf Group Capital Advisors
Virginia
$350K – – –
OC
44
Oppenheimer & Co
New York
$336K +$335K +14,041 New
CIA
45
Covington Investment Advisors
Pennsylvania
$335K +$334K +14,015 New
TTWM
46
TCV Trust & Wealth Management
Virginia
$306K +$14.1K +590 +5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$299K -$506K -21,221 -63%
LWANC
48
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K +$269K +11,300 New
Mariner
49
Mariner
Kansas
$267K – – –
RBC
50
Roble Belko & Company
Pennsylvania
$249K +$196K +8,205 +373%
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IBDP Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2018, worth a combined $236M — up 13% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDP positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.49M sold.

  • 71 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2018, up from 66 in Q3 2018.
  • Funds reported $236M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2018 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $6.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2018.