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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$10.8M -$30.6M -1,231,929 -74%
WCM
27
Windsor Capital Management
Arizona
$10.7M +$10.4M +419,652 +3,710%
Ameriprise
28
Ameriprise
Minnesota
$10.5M -$4.92M -198,061 -32%
LIM
29
Leavell Investment Management
Alabama
$10.1M +$1.97M +79,035 +24%
KCM
30
Karp Capital Management
California
$9.95M +$9.99M +401,810 New
TWA
31
Tillar-Wenstrup Advisors
Ohio
$9.76M +$614K +24,693 +7%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$9.66M +$317K +12,751 +3%
WIC
33
Woodmont Investment Counsel
Tennessee
$9.23M +$4.55M +183,150 +96%
MA
34
MCF Advisors
Kentucky
$8.91M +$7.26M +291,990 +430%
SAM
35
Summit Asset Management
Tennessee
$8.62M +$8.66M +348,100 New
Citadel Advisors
36
Citadel Advisors
Florida
$8.36M +$7.69M +309,189 +1,089%
AF
37
Arrow Financial
New York
$8.25M +$6.82M +274,340 +466%
SG
38
Strid Group
Pennsylvania
$7.25M
FBB
39
Fulton Breakefield Broenniman
Maryland
$7.1M +$175K +7,018 +3%
ADL
40
Asset Dedication LLC
California
$6.62M +$452K +18,189 +7%
PPWM
41
PFG Private Wealth Management
Florida
$6.33M +$1.08M +43,486 +20%
SSB
42
Sandy Spring Bank
Maryland
$6.28M -$288K -11,578 -4%
ACIM
43
Azimuth Capital Investment Management
Michigan
$6.18M +$6.21M +249,705 New
RWP
44
Reliant Wealth Planning
Kentucky
$6.15M +$6.18M +248,376 New
PWS
45
Peloton Wealth Strategists
Indiana
$6.02M -$99.5K -4,000 -2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$5.94M -$204K -8,199 -3%
Mariner
47
Mariner
Kansas
$5.7M +$637K +25,637 +13%
SCG
48
Sonata Capital Group
Washington
$5.65M -$42.1K -1,695 -0.7%
PSIWM
49
Paradigm Strategies in Wealth Management
Minnesota
$5.63M +$125K +5,031 +2%
LWM
50
Lyell Wealth Management
California
$5.59M +$452K +18,198 +9%

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.