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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

133 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $509M → $603M (+$94M)

8% more funds holding

Funds holding: 123133 (+10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
24
Increased
62
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M +$1.53M +59,447 New
MMHP
52
Murphy Middleton Hinkle & Parker
Georgia
$1.44M +$14.3K +555 +1%
NC
53
NovaPoint Capital
Georgia
$1.43M +$207K +8,038 +17%
ACS
54
Archford Capital Strategies
Illinois
$1.42M +$427K +16,558 +44%
RWM
55
Ritholtz Wealth Management
New York
$1.4M +$430K +16,680 +46%
LIM
56
Leavell Investment Management
Alabama
$1.38M +$881K +34,192 +190%
PGAM
57
Princeton Global Asset Management
New Jersey
$1.35M +$95.1K +3,692 +8%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.32M +$73.9K +2,868 +6%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.27M -$2.88M -111,683 -70%
FCA
60
FinTrust Capital Advisors
South Carolina
$1.17M +$241K +9,356 +27%
MA
61
MCF Advisors
Kentucky
$1.14M -$191K -7,416 -15%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$1.11M +$50.5K +1,959 +5%
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07M -$25.8K -1,000 -2%
CA
64
Cetera Advisors
Colorado
$1.05M +$1.02M +39,711 New
SFO
65
Stokes Family Office
Louisiana
$1.04M
COF
66
Capital One Financial
Virginia
$1.04M -$195K -7,563 -16%
ECM
67
Exchange Capital Management
Michigan
$1.03M -$18.8K -729 -2%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$915K +$6.67K +259 +0.8%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$886K +$175K +6,791 +25%
BPA
70
Beacon Pointe Advisors
California
$816K +$371K +14,413 +87%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$775K -$101K -3,926 -12%
HH
72
Hilltop Holdings
Texas
$762K +$361K +13,999 +94%
Citadel Advisors
73
Citadel Advisors
Florida
$737K -$2.33M -90,579 -76%
LF
74
Lee Financial
Texas
$710K
QCM
75
Quest Capital Management
Texas
$671K

IBDP Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2020, worth a combined $603M — up 18% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDP positions and 13 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $19.8M sold.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $603M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $39.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.