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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DE
26
Day & Ennis
Georgia
$5.89M +$87K +3,289 +2%
AIA
27
Arcadia Investment Advisors
Idaho
$5.84M +$226K +8,558 +4%
KNW
28
Kesler Norman & Wride
Utah
$5.73M +$5.71M +215,716 New
SSB
29
Sandy Spring Bank
Maryland
$5.62M +$663K +25,069 +13%
PPWM
30
PFG Private Wealth Management
Florida
$5.55M +$397K +15,002 +8%
PAG
31
Private Advisor Group
New Jersey
$5.32M +$5.3M +200,192 New
AF
32
Allworth Financial
California
$4.82M +$4.8M +181,387 New
ACM
33
Azimuth Capital Management
Michigan
$4.78M +$4.76M +179,875 New
LIM
34
Leavell Investment Management
Alabama
$4.71M +$2.9M +109,525 +162%
LWM
35
Lyell Wealth Management
California
$4.67M +$487K +18,405 +12%
GGI
36
Godsey & Gibb Inc
Virginia
$4.44M -$98.1K -3,705 -2%
EWA
37
EP Wealth Advisors
California
$4.35M +$4.33M +163,720 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.95M +$200K +7,542 +5%
KAS
39
Kestra Advisory Services
Texas
$3.93M +$495K +18,717 +14%
CCM
40
Cribstone Capital Management
Maine
$3.88M +$319K +12,049 +9%
Mariner
41
Mariner
Kansas
$3.83M -$129K -4,862 -3%
PWS
42
Peloton Wealth Strategists
Indiana
$3.38M +$140K +5,300 +4%
PWM
43
Praetorian Wealth Management
California
$3.28M +$461K +17,437 +16%
SWMG
44
Signature Wealth Management Group
Georgia
$3.25M +$91.7K +3,466 +3%
AFIMH
45
American Family Insurance Mutual Holding
Wisconsin
$3.2M +$1.27M +48,000 +66%
RWM
46
Ritholtz Wealth Management
New York
$3.15M +$976K +36,870 +45%
Jane Street
47
Jane Street
New York
$3.12M +$1.82M +68,705 +141%
KF
48
Krilogy Financial
Missouri
$2.65M +$27K +1,021 +1%
Stifel Financial
49
Stifel Financial
Missouri
$2.63M +$539K +20,371 +26%
MGIA
50
Matthew Goff Investment Advisor
Texas
$2.58M +$340K +12,858 +15%

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.