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

87 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more capital invested

Capital invested by funds: $277M → $342M (+$65.3M)

7% more funds holding

Funds holding: 81 → 87 (+6)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
45
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$29.5M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
RW
RVW Wealth
California
+$3.69M
4
AIA
Arcadia Investment Advisors
Idaho
+$3.08M
5
Bank of America
Bank of America
North Carolina
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.36M
2
OMC
Old Mission Capital
Illinois
-$953K
3
MFWM
Motley Fool Wealth Management
Virginia
-$902K
4
Wells Fargo
Wells Fargo
California
-$823K
5
Stifel Financial
Stifel Financial
Missouri
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
26
Krilogy Financial
Missouri
$3M +$311K +12,435 +12%
SWMG
27
Signature Wealth Management Group
Georgia
$2.77M +$50.7K +2,030 +2%
Ameriprise
28
Ameriprise
Minnesota
$2.74M +$421K +16,847 +19%
WI
29
WrapManager Inc
California
$2.53M +$51.2K +2,049 +2%
SSB
30
Sandy Spring Bank
Maryland
$1.65M +$462K +18,485 +40%
PAG
31
Private Advisor Group
New Jersey
$1.57M – – –
Stifel Financial
32
Stifel Financial
Missouri
$1.56M -$776K -31,062 -34%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$1.45M – – –
MMHP
34
Murphy Middleton Hinkle & Parker
Georgia
$1.28M +$21.6K +866 +2%
COI
35
Capital One Investing
Virginia
$1.17M +$17.1K +683 +2%
ECM
36
Exchange Capital Management
Michigan
$1.14M +$59K +2,362 +6%
HH
37
Hilltop Holdings
Texas
$1.02M -$21.3K -852 -2%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$965K +$153K +6,125 +19%
PCP
39
Proficio Capital Partners
Massachusetts
$905K -$123K -4,903 -12%
Mariner
40
Mariner
Kansas
$890K +$366K +14,629 +72%
SAM
41
Security Asset Management
New York
$866K +$850K +34,000 New
LWM
42
Lyell Wealth Management
California
$837K -$25K -1,000 -3%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$764K +$152K +6,083 +25%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$756K +$118K +4,726 +19%
LF
45
Lee Financial
Texas
$686K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$674K +$661K +26,453 New
ACS
47
Archford Capital Strategies
Illinois
$660K +$102K +4,094 +19%
MA
48
MCF Advisors
Kentucky
$658K +$600 +24 +0.1%
CA
49
Cetera Advisors
Colorado
$642K – – –
AG
50
Advisor Group
Arizona
$583K +$39.4K +1,576 +7%
1
2
3 4

IBDP Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2019, worth a combined $342M — up 24% from $277M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDP positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $29.5M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 87 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $342M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2019, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2019 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $29.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.