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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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89 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $342M → $382M (+$39.6M)

2% more funds holding

Funds holding: 87 → 89 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
48
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.73M
2
ACA
Aptus Capital Advisors
Alabama
+$5.45M
3
GWA
Guidant Wealth Advisors
Illinois
+$3.69M
4
Morgan Stanley
Morgan Stanley
New York
+$2.72M
5
RW
RVW Wealth
California
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.4M
2
COI
Capital One Investing
Virginia
-$1.17M
3
SAM
Security Asset Management
New York
-$866K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$674K
5
MFWM
Motley Fool Wealth Management
Virginia
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Aspiriant LLC
California
$3.2M – – –
KF
27
Krilogy Financial
Missouri
$3.02M +$1.56K +61 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$3M +$238K +9,296 +9%
SWMG
29
Signature Wealth Management Group
Georgia
$2.81M +$7.31K +286 +0.3%
WI
30
WrapManager Inc
California
$2.29M -$256K -10,029 -10%
BCM
31
Bluefin Capital Management
New York
$2.02M +$2.01M +78,693 New
LWM
32
Lyell Wealth Management
California
$1.94M +$1.08M +42,450 +129%
SSB
33
Sandy Spring Bank
Maryland
$1.9M +$241K +9,425 +15%
FBB
34
Fulton Breakefield Broenniman
Maryland
$1.85M +$1.84M +72,168 New
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$1.77M – – –
PAG
36
Private Advisor Group
New Jersey
$1.74M +$1.73M +67,570 New
Stifel Financial
37
Stifel Financial
Missouri
$1.72M +$142K +5,538 +9%
Mariner
38
Mariner
Kansas
$1.3M +$402K +15,744 +45%
MMHP
39
Murphy Middleton Hinkle & Parker
Georgia
$1.3M +$9.2K +360 +0.7%
COI
40
Capital One Investing
Virginia
$1.24M -$1.17M -45,898 Closed
PWS
41
Peloton Wealth Strategists
Indiana
$1.22M +$728K +28,500 +150%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.15M +$1.14M +44,791 New
ECM
43
Exchange Capital Management
Michigan
$1.13M -$13.6K -532 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$354K +13,842 +46%
HH
45
Hilltop Holdings
Texas
$1.01M -$15K -587 -1%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$979K +$6.24K +244 +0.6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$917K +$154K +6,016 +20%
PCP
48
Proficio Capital Partners
Massachusetts
$913K – – –
CA
49
Cetera Advisors
Colorado
$834K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$800K +$261K +10,233 +49%
1
2
3 4 5

IBDP Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2019, worth a combined $382M — up 12% from $342M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDP positions and 10 closed out — a net gain of 2 holders — while 48 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $5.73M. The largest seller was Jane Street, cutting an estimated $1.4M.

  • 89 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $382M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2019 and 10 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2019 was Bank of America, an estimated $5.73M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2019.