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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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81 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $236M → $277M (+$40.5M)

14% more funds holding

Funds holding: 71 → 81 (+10)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.48M
2
CAI
Capital Advisors Inc
Oklahoma
+$4.43M
3
ACA
Aptus Capital Advisors
Alabama
+$3.41M
4
KF
Krilogy Financial
Missouri
+$2.57M
5
SIC
Sigma Investment Counselors
Michigan
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
RFO
RiverGlades Family Offices
Florida
-$3.34M
2
AL
Aspiriant LLC
California
-$3.03M
3
MFWM
Motley Fool Wealth Management
Virginia
-$1.25M
4
UCFA
United Capital Financial Advisors
Texas
-$348K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Covington Investment Advisors
Pennsylvania
$446K +$95.1K +3,900 +28%
QCM
52
Quest Capital Management
Texas
$445K +$436K +17,884 New
GWA
53
Guidant Wealth Advisors
Illinois
$408K +$146K +5,991 +58%
APP
54
Avantax Planning Partners
Iowa
$407K -$257K -10,523 -39%
WGCA
55
Wolf Group Capital Advisors
Virginia
$364K – – –
OC
56
Oppenheimer & Co
New York
$349K – – –
ADL
57
Asset Dedication LLC
California
$343K +$287K +11,753 +514%
TTWM
58
TCV Trust & Wealth Management
Virginia
$329K +$9.39K +385 +3%
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$281K – – –
RBC
60
Roble Belko & Company
Pennsylvania
$259K – – –
CA
61
Cetera Advisors
Colorado
$231K – – –
Bank of New York Mellon
62
Bank of New York Mellon
New York
$229K +$224K +9,187 New
BWM
63
BerganKDV Wealth Management
Minnesota
$212K – – –
ATPW
64
Ashton Thomas Private Wealth
Arizona
$207K +$203K +8,321 New
SPIA
65
Steward Partners Investment Advisory
New York
$201K -$29.1K -1,192 -13%
FGAM
66
Financial Gravity Asset Management
Texas
$199K +$196K +8,030 New
GI
67
Gradient Investments
Minnesota
$157K -$15.4K -630 -9%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$118K +$116K +4,755 +475,500%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$88.1K +$86.4K +3,542 New
APA
70
American Portfolios Advisors
New York
$87.1K – – –
NFG
71
Next Financial Group
Texas
$53K -$124K -5,094 -71%
NFH
72
NEXT Financial Holdings
Texas
$53K +$51.9K +2,129 New
WF
73
WealthTrust Fairport
Ohio
$50K +$122 +5 +0.2%
BEI
74
Benjamin Edwards Inc
Missouri
$49K +$48.2K +1,975 New
FHA
75
Flagship Harbor Advisors
Massachusetts
$39K +$38.4K +1,575 New
1 2
3
4

IBDP Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2019, worth a combined $277M — up 17% from $236M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDP positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.48M. The largest seller was RiverGlades Family Offices, exiting entirely with an estimated $3.34M sold.

  • 81 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $277M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2019 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2019 was Jane Street, an estimated $4.48M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2019 was RiverGlades Family Offices, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2019.