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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

123 hedge funds and large institutions have $509M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 118123 (+5)

4% more capital invested

Capital invested by funds: $491M → $509M (+$18.8M)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
18
Increased
57
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
26
Godsey & Gibb Inc
Virginia
$4.63M +$1.11M +43,540 +30%
AIA
27
Arcadia Investment Advisors
Idaho
$4.49M -$383K -15,059 -8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.39M -$1.51M -59,167 -25%
PPWM
29
PFG Private Wealth Management
Florida
$4.33M +$1.1M +43,116 +33%
EWA
30
EP Wealth Advisors
California
$4.33M +$951K +37,372 +27%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$3.96M +$3.57M +140,476 +719%
Mariner
32
Mariner
Kansas
$3.56M +$1.57M +61,691 +75%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$3.21M +$233K +9,150 +8%
SSB
34
Sandy Spring Bank
Maryland
$3.05M +$879K +34,545 +39%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.97M -$2.1M -82,626 -41%
Citadel Advisors
36
Citadel Advisors
Florida
$2.93M +$3.02M +118,555 New
SWMG
37
Signature Wealth Management Group
Georgia
$2.9M +$71.4K +2,808 +2%
LWM
38
Lyell Wealth Management
California
$2.45M +$355K +13,950 +16%
PAG
39
Private Advisor Group
New Jersey
$2.25M +$493K +19,364 +27%
PWS
40
Peloton Wealth Strategists
Indiana
$2.18M +$946K +37,200 +73%
FBB
41
Fulton Breakefield Broenniman
Maryland
$2.17M +$238K +9,336 +12%
AFIMH
42
American Family Insurance Mutual Holding
Wisconsin
$1.93M
Stifel Financial
43
Stifel Financial
Missouri
$1.89M +$206K +8,085 +12%
LF
44
LifeSteps Financial
California
$1.87M +$981K +38,546 +104%
MGIA
45
Matthew Goff Investment Advisor
Texas
$1.8M +$1.85M +72,656 New
ADL
46
Asset Dedication LLC
California
$1.79M +$58.1K +2,284 +3%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$1.77M +$1.82M +71,638 New
WI
48
WrapManager Inc
California
$1.63M -$607K -23,862 -27%
KF
49
Krilogy Financial
Missouri
$1.62M -$1.3M -51,158 -44%
HFRG
50
Houlihan Financial Resource Group
Virginia
$1.55M -$6.26K -246 -0.4%

IBDP Hedge Fund Activity: Q1 2020 in Review

123 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2020, worth a combined $509M — up 3.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $24.8M sold.

  • 123 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $509M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $13.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2020.