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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

71 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $209M → $236M (+$27.1M)

8% more funds holding

Funds holding: 6671 (+5)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
51
Guidant Wealth Advisors
Illinois
$248K +$248K +10,415 New
LWM
52
Lyell Wealth Management
California
$227K
SPIA
53
Steward Partners Investment Advisory
New York
$222K
BWM
54
BerganKDV Wealth Management
Minnesota
$204K +$72 +3 +0%
AA
55
AlphaMark Advisors
Kentucky
$179K +$179K +7,500 New
NFG
56
Next Financial Group
Texas
$173K +$107K +4,492 +164%
GI
57
Gradient Investments
Minnesota
$166K +$165K +6,929 New
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$93K +$27.5K +1,152 +42%
APA
59
American Portfolios Advisors
New York
$83.7K
FGC
60
Financial Gravity Companies
Texas
$58K +$56.9K +2,388 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$53K -$69K -2,896 -57%
ADL
62
Asset Dedication LLC
California
$53K +$54.5K +2,285 New
WF
63
WealthTrust Fairport
Ohio
$48K
GWM
64
Geneos Wealth Management
Colorado
$46K -$14.3K -600 -24%
IA
65
IFP Advisors
Florida
$41K -$58.9K -2,469 -59%
CFGS
66
Concourse Financial Group Securities
Alabama
$28K
LNB
67
Ledyard National Bank
$25K
PB
68
Pinnacle Bancorp
Nebraska
$25K +$25K +1,050 New
OIA
69
OneDigital Investment Advisors
Kansas
$9K +$9.06K +380 New
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$6K
AIC
71
Ameritas Investment Company
Nebraska
$5K +$4.91K +206 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$1K
BlackRock
73
BlackRock
New York
$1K +$24 +1 +2%
Jane Street
74
Jane Street
New York
-$4.49M -186,327 Closed
Wolverine Trading
75
Wolverine Trading
Illinois
-$920K -38,158 Closed

IBDP Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2018, worth a combined $236M — up 13% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDP positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.49M sold.

  • 71 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2018, up from 66 in Q3 2018.
  • Funds reported $236M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2018 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $6.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2018.