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

123 hedge funds and large institutions have $509M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

4% more funds holding

Funds holding: 118 → 123 (+5)

4% more capital invested

Capital invested by funds: $491M → $509M (+$18.8M)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
18
Increased
57
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.9M
2
Truist Financial
Truist Financial
North Carolina
+$11.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$10.3M
4
LPL Financial
LPL Financial
California
+$5.39M
5
Morgan Stanley
Morgan Stanley
New York
+$5.04M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$24.8M
2
MFWM
Motley Fool Wealth Management
Virginia
-$4.02M
3
NA
NewEdge Advisors
Louisiana
-$3.23M
4
RW
RVW Wealth
California
-$2.71M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.5M +$1.54M +60,533 New
CA
52
Cetera Advisors
Colorado
$1.4M – – –
MMHP
53
Murphy Middleton Hinkle & Parker
Georgia
$1.33M +$77.3K +3,040 +6%
MA
54
MCF Advisors
Kentucky
$1.25M +$585 +23 +0%
PGAM
55
Princeton Global Asset Management
New Jersey
$1.18M +$183K +7,184 +18%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.17M +$137K +5,372 +13%
COF
57
Capital One Financial
Virginia
$1.16M +$1.19M +46,876 New
NC
58
NovaPoint Capital
Georgia
$1.15M +$484K +19,030 +70%
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$242K +9,500 +29%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$992K +$81.2K +3,193 +9%
ECM
61
Exchange Capital Management
Michigan
$988K -$36.6K -1,439 -3%
SFO
62
Stokes Family Office
Louisiana
$976K – – –
ACS
63
Archford Capital Strategies
Illinois
$923K +$136K +5,340 +17%
RWM
64
Ritholtz Wealth Management
New York
$897K +$87.9K +3,455 +11%
FCA
65
FinTrust Capital Advisors
South Carolina
$863K +$480K +18,874 +118%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$852K +$877K +34,463 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$823K +$389K +15,305 +85%
FFIC
68
First Fiduciary Investment Counsel
Ohio
$728K +$60.3K +2,370 +9%
LF
69
Lee Financial
Texas
$665K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$663K -$152K -5,970 -18%
QCM
71
Quest Capital Management
Texas
$629K +$199K +7,824 +44%
FPS
72
Fieldpoint Private Securities
Connecticut
$541K – – –
CIA
73
Covington Investment Advisors
Pennsylvania
$460K – – –
LIM
74
Leavell Investment Management
Alabama
$446K +$204K +8,025 +80%
APP
75
Avantax Planning Partners
Iowa
$436K +$23.6K +926 +6%
1 2
3
4 5

IBDP Hedge Fund Activity: Q1 2020 in Review

123 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2020, worth a combined $509M — up 3.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $24.8M sold.

  • 123 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $509M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $13.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2020.