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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$15.7M +$1.24M +50,353 +9%
CTC
27
Central Trust Company
Missouri
$15.5M -$146K -5,952 -0.9%
Truist Financial
28
Truist Financial
North Carolina
$15.5M +$354K +14,410 +2%
RW
29
RVW Wealth
California
$15.4M +$132K +5,398 +0.9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$4.01M +163,473 +35%
Osaic Holdings
31
Osaic Holdings
Arizona
$14.6M +$4.62M +188,499 +47%
SWP
32
Stratos Wealth Partners
Ohio
$14.3M
ICG
33
InterOcean Capital Group
Tennessee
$13.2M +$1.55M +63,303 +13%
LIM
34
Leavell Investment Management
Alabama
$12.9M +$596K +24,275 +5%
CIA
35
Capital Investment Advisors
Georgia
$12.9M +$727K +29,630 +6%
KTM
36
Keeler Thomas Management
Utah
$12.8M
SAM
37
Summit Asset Management
Tennessee
$12.7M +$503K +20,513 +4%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$11.4M +$3.25M +132,294 +40%
WCM
39
Windsor Capital Management
Arizona
$10.9M
MA
40
MCF Advisors
Kentucky
$10.8M +$673K +27,421 +7%
Jane Street
41
Jane Street
New York
$9.99M -$1.41M -57,564 -12%
EWA
42
EP Wealth Advisors
California
$9.91M +$6.95M +283,321 +258%
Lido Advisors
43
Lido Advisors
California
$9.13M
JAG
44
Journey Advisory Group
Kentucky
$8.27M +$7.95M +323,933 +2,577%
CIM
45
Confluence Investment Management
Missouri
$8.18M +$677K +27,577 +9%
AF
46
Arrow Financial
New York
$8.15M +$324K +13,212 +4%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$8.1M +$863K +35,166 +12%
RVPG
48
Relative Value Partners Group
$7.8M -$2.11M -86,061 -21%
Mariner
49
Mariner
Kansas
$7.58M +$1.47M +59,926 +24%
PPWM
50
PFG Private Wealth Management
Florida
$7.55M +$172K +7,019 +2%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.