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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

166 hedge funds and large institutions have $960M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $905M → $960M (+$54.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 167166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
86
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.9M +$138K +5,215 +5%
NC
52
NovaPoint Capital
Georgia
$2.89M +$217K +8,226 +8%
Stifel Financial
53
Stifel Financial
Missouri
$2.85M -$3.82M -144,801 -57%
TC
54
Trust Company
Kansas
$2.6M -$11.9K -450 -0.5%
FCA
55
FinTrust Capital Advisors
South Carolina
$2.54M +$227K +8,587 +10%
FIM
56
Freedom Investment Management
Connecticut
$2.51M +$82.8K +3,136 +3%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M +$64.8K +2,455 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.37M +$225K +8,522 +10%
HPC
59
HM Payson & Co
Maine
$2.37M
KAS
60
Kestra Advisory Services
Texas
$2.32M +$2.56K +97 +0.1%
HH
61
Hilltop Holdings
Texas
$2.02M +$1.63M +61,853 +414%
WI
62
WrapManager Inc
California
$2.01M -$30.2K -1,144 -1%
PGAM
63
Princeton Global Asset Management
New Jersey
$2M +$169K +6,407 +9%
ADL
64
Asset Dedication LLC
California
$1.97M +$264K +10,002 +15%
FFIC
65
First Fiduciary Investment Counsel
Ohio
$1.93M -$1.85M -70,200 -49%
Citadel Advisors
66
Citadel Advisors
Florida
$1.91M -$4.22M -159,848 -69%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.82M +$85K +3,220 +5%
ACS
68
Archford Capital Strategies
Illinois
$1.82M +$101K +3,831 +6%
BRG
69
Bay Rivers Group
Virginia
$1.8M +$104K +3,956 +6%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$1.8M
MGIA
71
Matthew Goff Investment Advisor
Texas
$1.76M +$23.5K +890 +1%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$1.65M -$1.63M -61,850 -50%
CA
73
CGN Advisors
Kansas
$1.59M +$203K +7,704 +15%
MIH
74
Meitav Investment House
Israel
$1.58M +$233K +8,841 +17%
ABC
75
Associated Banc-Corp
Wisconsin
$1.54M +$1.55M +58,549 New

IBDP Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2021, worth a combined $960M — up 6% from $905M a quarter earlier.

Fund positioning in IBDP was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 86 added to existing stakes and 35 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.22M.

  • 166 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $960M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2021, up 6% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2021 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2021.