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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$9.87M +$20.6K +809 +0.2%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$9.47M +$946K +37,123 +11%
TWA
28
Tillar-Wenstrup Advisors
Ohio
$9.28M -$465K -18,254 -5%
RJA
29
Raymond James & Associates
Florida
$9.13M +$1.47M +57,766 +19%
LIM
30
Leavell Investment Management
Alabama
$8.21M +$601K +23,584 +8%
CIM
31
Confluence Investment Management
Missouri
$8.13M +$294K +11,542 +4%
ACM
32
Azimuth Capital Management
Michigan
$7.49M +$3.18K +125 +0%
FBB
33
Fulton Breakefield Broenniman
Maryland
$7.02M +$815K +32,012 +13%
SSB
34
Sandy Spring Bank
Maryland
$6.66M +$61.1K +2,397 +0.9%
AIA
35
Arcadia Investment Advisors
Idaho
$6.27M +$125K +4,896 +2%
ADL
36
Asset Dedication LLC
California
$6.26M +$3.89M +152,722 +158%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$6.24M +$39.8K +1,562 +0.6%
PWS
38
Peloton Wealth Strategists
Indiana
$6.21M +$509K +20,000 +9%
SCG
39
Sonata Capital Group
Washington
$5.77M -$19K -746 -0.3%
CHAM
40
Clear Harbor Asset Management
Connecticut
$5.65M +$5.74M +225,221 New
PSIWM
41
Paradigm Strategies in Wealth Management
Minnesota
$5.58M +$372K +14,598 +7%
CCM
42
Cribstone Capital Management
Maine
$5.41M +$401K +15,741 +8%
PPWM
43
PFG Private Wealth Management
Florida
$5.33M +$261K +10,227 +5%
DE
44
Day & Ennis
Georgia
$5.29M -$117K -4,605 -2%
RWM
45
Ritholtz Wealth Management
New York
$5.28M +$418K +16,397 +8%
LWM
46
Lyell Wealth Management
California
$5.21M +$166K +6,500 +3%
Mariner
47
Mariner
Kansas
$5.14M +$1.03M +40,535 +25%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$5.13M +$3.34M +131,057 +178%
MCM
49
MV Capital Management
Maryland
$4.98M +$243K +9,525 +5%
SG
50
Strid Group
Pennsylvania
$4.87M

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.