We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

87 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more capital invested

Capital invested by funds: $277M → $342M (+$65.3M)

7% more funds holding

Funds holding: 81 → 87 (+6)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
45
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$29.5M
2
Morgan Stanley
Morgan Stanley
New York
+$6.25M
3
RW
RVW Wealth
California
+$3.69M
4
AIA
Arcadia Investment Advisors
Idaho
+$3.08M
5
Bank of America
Bank of America
North Carolina
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.36M
2
OMC
Old Mission Capital
Illinois
-$953K
3
MFWM
Motley Fool Wealth Management
Virginia
-$902K
4
Wells Fargo
Wells Fargo
California
-$823K
5
Stifel Financial
Stifel Financial
Missouri
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
51
Fieldpoint Private Securities
Connecticut
$558K – – –
Bank of New York Mellon
52
Bank of New York Mellon
New York
$533K +$293K +11,741 +128%
ADL
53
Asset Dedication LLC
California
$505K +$149K +5,979 +43%
PWS
54
Peloton Wealth Strategists
Indiana
$484K +$475K +19,000 New
CIA
55
Covington Investment Advisors
Pennsylvania
$471K +$14K +560 +3%
QCM
56
Quest Capital Management
Texas
$456K – – –
W
57
WealthOne
New York
$420K +$412K +16,496 New
GWA
58
Guidant Wealth Advisors
Illinois
$418K – – –
APP
59
Avantax Planning Partners
Iowa
$415K – – –
OC
60
Oppenheimer & Co
New York
$358K – – –
TTWM
61
TCV Trust & Wealth Management
Virginia
$344K +$7.5K +300 +2%
WGCA
62
Wolf Group Capital Advisors
Virginia
$314K – – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$306K +$17.5K +700 +6%
RBC
64
Roble Belko & Company
Pennsylvania
$265K – – –
RJT
65
Raymond James Trust
Florida
$261K +$256K +10,245 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$256K +$251K +10,045 New
BWM
67
BerganKDV Wealth Management
Minnesota
$217K – – –
SMC
68
Smith, Moore & Co
Missouri
$209K +$205K +8,216 New
NFG
69
Next Financial Group
Texas
$187K +$130K +5,204 +244%
GI
70
Gradient Investments
Minnesota
$185K +$23.9K +958 +15%
APA
71
American Portfolios Advisors
New York
$161K +$70K +2,800 +80%
FGAM
72
Financial Gravity Asset Management
Texas
$160K -$44.2K -1,769 -22%
SPIA
73
Steward Partners Investment Advisory
New York
$155K -$49.7K -1,988 -25%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$143K +$141K +5,625 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$129K +$37.9K +1,518 +43%
1 2
3
4

IBDP Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2019, worth a combined $342M — up 24% from $277M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDP positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $29.5M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 87 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $342M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2019, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2019 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $29.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.