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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $812M → $905M (+$92.8M)

7% more funds holding

Funds holding: 156167 (+11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
21
Increased
87
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$3.29M +$1.89M +71,335 +134%
SWMG
52
Signature Wealth Management Group
Georgia
$3.26M +$32.3K +1,220 +1%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.76M +$673K +25,400 +32%
NC
54
NovaPoint Capital
Georgia
$2.67M +$295K +11,132 +12%
TC
55
Trust Company
Kansas
$2.61M +$550K +20,775 +27%
FIM
56
Freedom Investment Management
Connecticut
$2.43M +$2.43M +91,930 New
HPC
57
HM Payson & Co
Maine
$2.37M +$2.38M +89,735 New
PSIWM
58
Paradigm Strategies in Wealth Management
Minnesota
$2.34M +$2.35M +88,728 New
KAS
59
Kestra Advisory Services
Texas
$2.32M -$1.59M -60,007 -41%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.32M +$189K +7,141 +9%
FCA
61
FinTrust Capital Advisors
South Carolina
$2.31M +$552K +20,849 +31%
SCG
62
Sonata Capital Group
Washington
$2.29M +$185K +6,975 +9%
Osaic Holdings
63
Osaic Holdings
Arizona
$2.14M -$84K -3,171 -4%
WI
64
WrapManager Inc
California
$2.04M +$23.8K +898 +1%
PGAM
65
Princeton Global Asset Management
New Jersey
$1.83M +$304K +11,474 +20%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$1.81M -68,298 Closed
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.74M +$399K +15,064 +30%
MGIA
68
Matthew Goff Investment Advisor
Texas
$1.74M -$825K -31,152 -32%
ACS
69
Archford Capital Strategies
Illinois
$1.72M +$125K +4,714 +8%
ADL
70
Asset Dedication LLC
California
$1.71M -$338K -12,757 -16%
BRG
71
Bay Rivers Group
Virginia
$1.7M +$299K +11,296 +21%
B
72
Bellecapital
Switzerland
$1.64M +$1.34M +50,628 +445%
AFIMH
73
American Family Insurance Mutual Holding
Wisconsin
$1.58M -$1.6M -60,409 -50%
MA
74
MCF Advisors
Kentucky
$1.5M +$265 +10 +0%
MMHP
75
Murphy Middleton Hinkle & Parker
Georgia
$1.44M -$14K -529 -1%

IBDP Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.

The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.

  • 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.