We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
NovaPoint Capital
Georgia
$2.4M +$290K +10,953 +14%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.24M +$82.9K +3,131 +4%
FBB
53
Fulton Breakefield Broenniman
Maryland
$2.21M -$893K -33,753 -29%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.15M +$277K +10,479 +15%
SCG
55
Sonata Capital Group
Washington
$2.13M +$1.34M +50,683 +173%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.1M +$483K +18,253 +30%
TC
57
Trust Company
Kansas
$2.08M
ADL
58
Asset Dedication LLC
California
$2.06M -$1.48K -56 -0.1%
WI
59
WrapManager Inc
California
$2.04M +$113K +4,268 +6%
FFIC
60
First Fiduciary Investment Counsel
Ohio
$1.89M +$905K +34,185 +92%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$1.81M
FCA
62
FinTrust Capital Advisors
South Carolina
$1.77M +$105K +3,978 +6%
Citadel Advisors
63
Citadel Advisors
Florida
$1.61M +$1.6M +60,534 New
ACS
64
Archford Capital Strategies
Illinois
$1.61M -$9.18K -347 -0.6%
PGAM
65
Princeton Global Asset Management
New Jersey
$1.54M +$23.6K +891 +2%
MA
66
MCF Advisors
Kentucky
$1.51M +$409K +15,461 +37%
SWP
67
Stratos Wealth Partners
Ohio
$1.49M
MMHP
68
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$15.3K -579 -1%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$1.41M -$126K -4,743 -8%
BRG
70
Bay Rivers Group
Virginia
$1.41M +$714K +26,968 +103%
CA
71
CGN Advisors
Kansas
$1.37M +$1.36M +51,502 New
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.35M +$42.7K +1,614 +3%
HH
73
Hilltop Holdings
Texas
$1.32M -$10.4K -392 -0.8%
IWC
74
Integrated Wealth Concepts
Massachusetts
$1.29M +$1.01M +38,180 +373%
CA
75
Cetera Advisors
Colorado
$1.17M +$3.52K +133 +0.3%

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.