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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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2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
– -$14.7M -583,667 Closed
HCM
27
Howland Capital Management
Massachusetts
– -$14.3M -568,238 Closed
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
– -$14.1M -558,901 Closed
MCM
29
MV Capital Management
Maryland
– -$14.1M -558,104 Closed
Truist Financial
30
Truist Financial
North Carolina
– -$13.7M -543,948 Closed
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
– -$13.2M -523,091 Closed
AF
32
Arrow Financial
New York
– -$12.4M -491,754 Closed
AWM
33
AE Wealth Management
Kansas
– -$12.3M -489,267 Closed
CTC
34
Central Trust Company
Missouri
– -$11.9M -472,574 Closed
NC
35
NovaPoint Capital
Georgia
– -$11.2M -445,059 Closed
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
– -$10.8M -426,986 Closed
Mariner
37
Mariner
Kansas
– -$10.7M -422,472 Closed
Osaic Holdings
38
Osaic Holdings
Arizona
– -$10.3M -409,134 Closed
KAS
39
Kestra Advisory Services
Texas
– -$10.2M -403,812 Closed
CIA
40
Capital Investment Advisors
Georgia
– -$9.85M -390,915 Closed
GRP
41
Global Retirement Partners
California
– -$9.82M -389,622 Closed
AWS
42
Atria Wealth Solutions
New York
– -$9.62M -381,398 Closed
SG
43
Strid Group
Pennsylvania
– -$9.41M -373,106 Closed
MA
44
MCF Advisors
Kentucky
– -$9.27M -367,734 Closed
BEI
45
Benjamin Edwards Inc
Missouri
– -$8.94M -354,611 Closed
ADL
46
Asset Dedication LLC
California
– -$8.52M -337,972 Closed
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
– -$8.04M -319,166 Closed
AIA
48
Arcadia Investment Advisors
Idaho
– -$7.77M -308,344 Closed
MWM
49
MinichMacGregor Wealth Management
New York
– -$7.77M -308,177 Closed
SWMG
50
Signature Wealth Management Group
Georgia
– -$7.73M -306,553 Closed
1
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IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.