iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
51 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
21% more funds holding
Funds holding: 42 → 51 (+9)
17% more capital invested
Capital invested by funds: $142M → $166M (+$24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.26M |
| 4 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$2.25M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12M |
| 2 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$372K |
| 3 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$222K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$54.4K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$36.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGC
51
Financial Gravity Companies
Lakeway,
Texas
| $29K | +$4.96K | +202 | +20% |
|
|
FGAM
52
Financial Gravity Asset Management
Lakeway,
Texas
| $29K | +$29.4K | +1,197 | New |
|
|
WAM
53
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $6K | – | – | – |
|
|
BFEC
54
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
55
BlackRock
New York
| $1K | – | – | – |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| – | -$9K | -373 | Closed |
|
IBDP Hedge Fund Activity: Q1 2018 in Review
51 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2018, worth a combined $166M — up 17% from $142M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDP positions and 2 closed out — a net gain of 9 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Motley Fool Wealth Management, adding an estimated $10.8M. The largest seller was Envestnet Asset Management, cutting an estimated $12M.
- 51 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2018, up from 42 in Q4 2017.
- Funds reported $166M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2018, up 17% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2018 and 2 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2018 was Motley Fool Wealth Management, an estimated $10.8M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2018.