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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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89 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $342M → $382M (+$39.6M)

2% more funds holding

Funds holding: 87 → 89 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
48
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.73M
2
ACA
Aptus Capital Advisors
Alabama
+$5.45M
3
GWA
Guidant Wealth Advisors
Illinois
+$3.69M
4
Morgan Stanley
Morgan Stanley
New York
+$2.72M
5
RW
RVW Wealth
California
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.4M
2
COI
Capital One Investing
Virginia
-$1.17M
3
SAM
Security Asset Management
New York
-$866K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$674K
5
MFWM
Motley Fool Wealth Management
Virginia
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$796K +$285K +11,150 +56%
ACS
52
Archford Capital Strategies
Illinois
$711K +$45.3K +1,772 +7%
LF
53
Lee Financial
Texas
$692K – – –
MA
54
MCF Advisors
Kentucky
$664K +$588 +23 +0.1%
FPS
55
Fieldpoint Private Securities
Connecticut
$563K – – –
QCM
56
Quest Capital Management
Texas
$559K +$99.2K +3,882 +22%
CIA
57
Covington Investment Advisors
Pennsylvania
$475K – – –
W
58
WealthOne
New York
$424K +$332 +13 +0.1%
APP
59
Avantax Planning Partners
Iowa
$420K – – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$416K +$158K +6,164 +61%
OMC
61
Old Mission Capital
Illinois
$411K +$409K +16,010 New
FCA
62
FinTrust Capital Advisors
South Carolina
$386K +$318K +12,442 +481%
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$365K +$56.2K +2,200 +18%
TTWM
64
TCV Trust & Wealth Management
Virginia
$362K +$14.7K +575 +4%
OC
65
Oppenheimer & Co
New York
$361K – – –
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$305K +$303K +11,870 New
APA
67
American Portfolios Advisors
New York
$284K +$121K +4,739 +75%
WGCA
68
Wolf Group Capital Advisors
Virginia
$278K – – –
AG
69
Advisor Group
Arizona
$277K -$309K -12,103 -53%
RBC
70
Roble Belko & Company
Pennsylvania
$267K – – –
RJT
71
Raymond James Trust
Florida
$263K – – –
EIA
72
Eldridge Investment Advisors
New Hampshire
$244K +$243K +9,517 New
BWM
73
BerganKDV Wealth Management
Minnesota
$219K – – –
NFG
74
Next Financial Group
Texas
$188K – – –
GI
75
Gradient Investments
Minnesota
$186K – – –
1 2
3
4 5

IBDP Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2019, worth a combined $382M — up 12% from $342M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDP positions and 10 closed out — a net gain of 2 holders — while 48 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $5.73M. The largest seller was Jane Street, cutting an estimated $1.4M.

  • 89 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $382M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2019 and 10 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2019 was Bank of America, an estimated $5.73M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2019.