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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $812M → $905M (+$92.8M)

7% more funds holding

Funds holding: 156167 (+11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
21
Increased
87
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Azimuth Capital Management
Michigan
$6.45M +$1.71M +64,440 +36%
PPWM
27
PFG Private Wealth Management
Florida
$6.35M +$839K +31,689 +15%
Citadel Advisors
28
Citadel Advisors
Florida
$6.13M +$4.54M +171,583 +283%
AIA
29
Arcadia Investment Advisors
Idaho
$6.02M +$224K +8,445 +4%
KNW
30
Kesler Norman & Wride
Utah
$5.92M +$230K +8,699 +4%
UCFA
31
United Capital Financial Advisors
Texas
$5.92M -$187K -7,070 -3%
DE
32
Day & Ennis
Georgia
$5.82M -$30.1K -1,136 -0.5%
SSB
33
Sandy Spring Bank
Maryland
$5.81M +$229K +8,658 +4%
PAG
34
Private Advisor Group
New Jersey
$5.61M +$326K +12,299 +6%
LWM
35
Lyell Wealth Management
California
$5.06M +$420K +15,845 +9%
MCM
36
MV Capital Management
Maryland
$4.98M +$4.98M +188,064 +37,388%
LIM
37
Leavell Investment Management
Alabama
$4.81M +$138K +5,200 +3%
AF
38
Allworth Financial
California
$4.79M
SWP
39
Stratos Wealth Partners
Ohio
$4.36M
FBB
40
Fulton Breakefield Broenniman
Maryland
$4.31M +$2.13M +80,404 +97%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$4.31M +$386K +14,582 +10%
PWS
42
Peloton Wealth Strategists
Indiana
$4.24M +$893K +33,700 +27%
EWA
43
EP Wealth Advisors
California
$4.2M -$124K -4,678 -3%
GGI
44
Godsey & Gibb Inc
Virginia
$4.1M -$316K -11,920 -7%
CCM
45
Cribstone Capital Management
Maine
$4.09M +$243K +9,161 +6%
FFIC
46
First Fiduciary Investment Counsel
Ohio
$3.79M +$1.91M +71,965 +101%
Mariner
47
Mariner
Kansas
$3.72M -$78.9K -2,978 -2%
Jane Street
48
Jane Street
New York
$3.58M +$488K +18,438 +16%
PWM
49
Praetorian Wealth Management
California
$3.55M +$294K +11,119 +9%
RWM
50
Ritholtz Wealth Management
New York
$3.47M +$342K +12,925 +11%

IBDP Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.

The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.

  • 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.