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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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268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244 → 268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$37.6M
2
Bank of America
Bank of America
North Carolina
+$29M
3
MFWM
Motley Fool Wealth Management
Virginia
+$22.7M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
Jane Street
Jane Street
New York
+$11.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
2
WCM
Windsor Capital Management
Arizona
-$10.9M
3
HPC
HM Payson & Co
Maine
-$3.87M
4
DE
Day & Ennis
Georgia
-$3.76M
5
SCA
Snowden Capital Advisors
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
RVW Wealth
California
$15.2M +$666K +27,322 +5%
Truist Financial
27
Truist Financial
North Carolina
$15.1M -$1.46M -59,810 -9%
WIC
28
Woodmont Investment Counsel
Tennessee
$14.3M +$2.26M +92,906 +19%
MCM
29
MV Capital Management
Maryland
$14.1M +$9.52M +390,687 +209%
RJA
30
Raymond James & Associates
Florida
$14M +$1.91M +78,355 +16%
LIM
31
Leavell Investment Management
Alabama
$12.3M -$163K -6,690 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$12.2M +$1.71M +70,322 +16%
SAM
33
Summit Asset Management
Tennessee
$12.2M +$2.41M +98,958 +25%
CIA
34
Capital Investment Advisors
Georgia
$12.1M +$1.15M +47,257 +11%
ICG
35
InterOcean Capital Group
Tennessee
$11.6M +$5.99M +245,980 +108%
Jane Street
36
Jane Street
New York
$11.3M +$11.3M +463,696 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$8.58M +352,064 +320%
WCM
38
Windsor Capital Management
Arizona
$10.7M -$10.9M -445,699 Closed
MA
39
MCF Advisors
Kentucky
$10.1M +$851K +34,910 +9%
Osaic Holdings
40
Osaic Holdings
Arizona
$9.88M +$1.41M +57,944 +17%
RVPG
41
Relative Value Partners Group
$9.84M +$9.82M +403,118 New
VVP
42
Venture Visionary Partners
Ohio
$8.89M -$1.91M -78,361 Closed
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$8.1M +$4.59M +188,441 +131%
AF
44
Arrow Financial
New York
$7.77M -$344K -14,112 -4%
CIM
45
Confluence Investment Management
Missouri
$7.45M +$566K +23,221 +8%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$7.39M +$2.29M +93,965 +45%
PPWM
47
PFG Private Wealth Management
Florida
$7.33M +$357K +14,633 +5%
SWMG
48
Signature Wealth Management Group
Georgia
$7.28M +$303K +12,423 +4%
TWA
49
Tillar-Wenstrup Advisors
Ohio
$7.21M -$2.42M -99,459 -25%
PSIWM
50
Paradigm Strategies in Wealth Management
Minnesota
$7.19M +$1.46M +59,811 +26%
1
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IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.