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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170 → 182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36.1M
2
TFA
Tobias Financial Advisors
Florida
+$25.6M
3
EK
Evensky & Katz
Florida
+$12.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.53M
5
Bank of America
Bank of America
North Carolina
+$6.62M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
CI
Conning Inc
Connecticut
-$5.97M
3
PPWM
PFG Private Wealth Management
Florida
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.78M
5
MA
MCF Advisors
Kentucky
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$9.93M +$699K +26,841 +8%
Jane Street
27
Jane Street
New York
$9.16M +$3.03M +116,241 +49%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$8.82M +$693K +26,604 +8%
GA
29
Gateway Advisory
New Jersey
$8.16M -$3.83K -147 -0%
CIM
30
Confluence Investment Management
Missouri
$8.11M +$432K +16,607 +6%
RJA
31
Raymond James & Associates
Florida
$7.93M -$822K -31,571 -9%
LIM
32
Leavell Investment Management
Alabama
$7.88M +$1.84M +70,748 +30%
ACM
33
Azimuth Capital Management
Michigan
$7.73M +$281K +10,800 +4%
SSB
34
Sandy Spring Bank
Maryland
$6.82M +$586K +22,515 +9%
FBB
35
Fulton Breakefield Broenniman
Maryland
$6.42M +$312K +11,972 +5%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.41M +$549K +21,081 +9%
AIA
37
Arcadia Investment Advisors
Idaho
$6.35M +$154K +5,898 +2%
KNW
38
Kesler Norman & Wride
Utah
$6.17M +$154K +5,931 +3%
SCG
39
Sonata Capital Group
Washington
$5.98M +$899K +34,528 +18%
PWS
40
Peloton Wealth Strategists
Indiana
$5.89M +$143K +5,500 +2%
DE
41
Day & Ennis
Georgia
$5.58M +$11.1K +426 +0.2%
PSIWM
42
Paradigm Strategies in Wealth Management
Minnesota
$5.39M +$780K +29,967 +17%
PPWM
43
PFG Private Wealth Management
Florida
$5.24M -$1.81M -69,673 -26%
LWM
44
Lyell Wealth Management
California
$5.21M +$376K +14,455 +8%
PAG
45
Private Advisor Group
New Jersey
$5.2M +$244K +9,370 +5%
CCM
46
Cribstone Capital Management
Maine
$5.18M +$702K +26,947 +16%
UCFA
47
United Capital Financial Advisors
Texas
$5.1M -$722K -27,733 -12%
RWM
48
Ritholtz Wealth Management
New York
$5.03M +$367K +14,077 +8%
MCM
49
MV Capital Management
Maryland
$4.9M -$280K -10,740 -5%
AF
50
Allworth Financial
California
$4.26M -$11.9K -457 -0.3%
1
2
3 4 5

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.