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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

142 hedge funds and large institutions have $645M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $603M → $645M (+$41.2M)

7% more funds holding

Funds holding: 133142 (+9)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
19
Increased
75
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.08M +$419K +15,846 +9%
SSB
27
Sandy Spring Bank
Maryland
$4.93M +$1.04M +39,114 +27%
UCFA
28
United Capital Financial Advisors
Texas
$4.8M -$85.2K -3,217 -2%
GGI
29
Godsey & Gibb Inc
Virginia
$4.52M -$125K -4,705 -3%
PAG
30
Private Advisor Group
New Jersey
$4.27M -$3.02M -114,272 Closed
LWM
31
Lyell Wealth Management
California
$4.16M +$1,000K +37,769 +32%
Mariner
32
Mariner
Kansas
$3.94M -$345K -13,050 -8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.73M -$434K -16,382 -10%
CCM
34
Cribstone Capital Management
Maine
$3.54M +$1.09M +41,200 +44%
KAS
35
Kestra Advisory Services
Texas
$3.43M +$3.42M +129,320 New
PWS
36
Peloton Wealth Strategists
Indiana
$3.22M +$635K +24,000 +25%
SWMG
37
Signature Wealth Management Group
Georgia
$3.14M -$768 -29 -0%
FBB
38
Fulton Breakefield Broenniman
Maryland
$3.09M +$442K +16,692 +17%
PWM
39
Praetorian Wealth Management
California
$2.81M +$247K +9,340 +10%
KF
40
Krilogy Financial
Missouri
$2.62M -$573K -21,658 -18%
MGIA
41
Matthew Goff Investment Advisor
Texas
$2.22M +$386K +14,580 +21%
HFRG
42
Houlihan Financial Resource Group
Virginia
$2.21M +$2.21M +83,587 New
RWM
43
Ritholtz Wealth Management
New York
$2.16M +$757K +28,600 +54%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.15M +$286K +10,799 +15%
NC
45
NovaPoint Capital
Georgia
$2.09M +$657K +24,824 +46%
Stifel Financial
46
Stifel Financial
Missouri
$2.08M -$160K -6,057 -7%
TC
47
Trust Company
Kansas
$2.07M +$2.07M +78,115 New
ADL
48
Asset Dedication LLC
California
$2.04M +$471K +17,793 +30%
AFIMH
49
American Family Insurance Mutual Holding
Wisconsin
$1.92M -$150K -5,681 -7%
WI
50
WrapManager Inc
California
$1.91M +$1.72K +65 +0.1%

IBDP Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2020, worth a combined $645M — up 6.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDP positions and 8 closed out — a net gain of 11 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $9.91M.

  • 142 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $645M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2020 and 8 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2020 was Wells Fargo, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2020.