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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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118 hedge funds and large institutions have $491M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

33% more funds holding

Funds holding: 89 → 118 (+29)

28% more capital invested

Capital invested by funds: $382M → $491M (+$109M)

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
33
Increased
62
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.1M
2
CAI
Capital Advisors Inc
Oklahoma
+$10.6M
3
Wells Fargo
Wells Fargo
California
+$8.72M
4
LPL Financial
LPL Financial
California
+$5.53M
5
Morgan Stanley
Morgan Stanley
New York
+$4.69M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.47M
2
BCM
Bluefin Capital Management
New York
-$2.02M
3
OC
Oppenheimer & Co
New York
-$361K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$283K
5
MFWM
Motley Fool Wealth Management
Virginia
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
26
Godsey & Gibb Inc
Virginia
$3.69M +$3.68M +143,585 New
Ameriprise
27
Ameriprise
Minnesota
$3.61M +$612K +23,859 +20%
EWA
28
EP Wealth Advisors
California
$3.53M +$3.53M +137,569 New
NA
29
NewEdge Advisors
Louisiana
$3.53M +$3.52M +137,316 New
PPWM
30
PFG Private Wealth Management
Florida
$3.39M +$3.38M +131,935 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.1M +$1.94M +75,717 +169%
KF
32
Krilogy Financial
Missouri
$3M -$26.2K -1,023 -0.9%
SWMG
33
Signature Wealth Management Group
Georgia
$2.94M +$135K +5,248 +5%
WI
34
WrapManager Inc
California
$2.31M +$15.7K +613 +0.7%
SSB
35
Sandy Spring Bank
Maryland
$2.28M +$377K +14,705 +20%
LWM
36
Lyell Wealth Management
California
$2.19M +$255K +9,928 +13%
Mariner
37
Mariner
Kansas
$2.11M +$807K +31,472 +62%
FBB
38
Fulton Breakefield Broenniman
Maryland
$2.02M +$163K +6,342 +9%
AFIMH
39
American Family Insurance Mutual Holding
Wisconsin
$2.01M +$2M +78,090 New
Truist Financial
40
Truist Financial
North Carolina
$1.91M +$1.91M +74,463 New
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M +$1.58M +61,421 +517%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$1.84M – – –
PAG
43
Private Advisor Group
New Jersey
$1.84M +$103K +4,002 +6%
ADL
44
Asset Dedication LLC
California
$1.8M +$1M +39,135 +126%
Stifel Financial
45
Stifel Financial
Missouri
$1.76M +$44.3K +1,725 +3%
HFRG
46
Houlihan Financial Resource Group
Virginia
$1.61M +$1.61M +62,824 New
HH
47
Hilltop Holdings
Texas
$1.31M +$303K +11,816 +30%
PWS
48
Peloton Wealth Strategists
Indiana
$1.31M +$89.8K +3,500 +7%
MMHP
49
Murphy Middleton Hinkle & Parker
Georgia
$1.31M +$11K +428 +0.8%
MA
50
MCF Advisors
Kentucky
$1.3M +$637K +24,847 +96%
1
2
3 4 5

IBDP Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2019, worth a combined $491M — up 28% from $382M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDP positions and 3 closed out — a net gain of 30 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 118 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2019, up from 89 in Q3 2019.
  • Funds reported $491M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2019 and 3 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2019 was Bank of America, an estimated $11.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2019 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2019.