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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$7.78M +$7.79M +295,956 New
ACM
27
Azimuth Capital Management
Michigan
$7.55M +$715K +27,160 +10%
PPWM
28
PFG Private Wealth Management
Florida
$7.15M +$495K +18,806 +7%
Ameriprise
29
Ameriprise
Minnesota
$7.15M +$130K +4,935 +2%
SWP
30
Stratos Wealth Partners
Ohio
$6.65M
SSB
31
Sandy Spring Bank
Maryland
$6.32M +$495K +18,813 +8%
AIA
32
Arcadia Investment Advisors
Idaho
$6.28M +$144K +5,482 +2%
Jane Street
33
Jane Street
New York
$6.23M +$849K +32,262 +16%
FBB
34
Fulton Breakefield Broenniman
Maryland
$6.2M +$605K +22,976 +11%
LIM
35
Leavell Investment Management
Alabama
$6.13M +$1.33M +50,683 +28%
KNW
36
Kesler Norman & Wride
Utah
$6.1M +$54.1K +2,054 +0.9%
CI
37
Conning Inc
Connecticut
$5.97M +$5.97M +226,914 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.94M +$561K +21,315 +10%
UCFA
39
United Capital Financial Advisors
Texas
$5.9M +$64.6K +2,452 +1%
PWS
40
Peloton Wealth Strategists
Indiana
$5.83M +$632K +24,000 +12%
DE
41
Day & Ennis
Georgia
$5.65M -$49.8K -1,892 -0.9%
MCM
42
MV Capital Management
Maryland
$5.25M +$297K +11,285 +6%
SCG
43
Sonata Capital Group
Washington
$5.15M +$1.28M +48,439 +33%
PAG
44
Private Advisor Group
New Jersey
$5.03M -$142K -5,375 -3%
LWM
45
Lyell Wealth Management
California
$4.9M -$8.95K -340 -0.2%
RWM
46
Ritholtz Wealth Management
New York
$4.73M +$686K +26,056 +17%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$4.68M +$187K +7,119 +4%
CCM
48
Cribstone Capital Management
Maine
$4.54M +$307K +11,665 +7%
AF
49
Allworth Financial
California
$4.33M -$65.9K -2,505 -1%
EWA
50
EP Wealth Advisors
California
$4.04M -$80.8K -3,071 -2%

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.