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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Praetorian Wealth Management
California
$4.02M +$265K +10,078 +7%
Citadel Advisors
52
Citadel Advisors
Florida
$3.95M +$2.06M +78,116 +108%
Mariner
53
Mariner
Kansas
$3.88M -$10.6K -404 -0.3%
SG
54
Strid Group
Pennsylvania
$3.73M
SWMG
55
Signature Wealth Management Group
Georgia
$3.23M +$2.76K +105 +0.1%
FCA
56
FinTrust Capital Advisors
South Carolina
$3.18M +$650K +24,682 +26%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.11M +$225K +8,556 +8%
NC
58
NovaPoint Capital
Georgia
$3.06M +$187K +7,087 +6%
TC
59
Trust Company
Kansas
$2.59M
FIM
60
Freedom Investment Management
Connecticut
$2.58M +$77.3K +2,937 +3%
HPC
61
HM Payson & Co
Maine
$2.36M
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M -$138K -5,254 -6%
KAS
63
Kestra Advisory Services
Texas
$2.21M -$106K -4,045 -5%
PGAM
64
Princeton Global Asset Management
New Jersey
$2.11M +$117K +4,456 +6%
Osaic Holdings
65
Osaic Holdings
Arizona
$2.09M -$274K -10,426 -12%
FFIC
66
First Fiduciary Investment Counsel
Ohio
$1.99M +$68.6K +2,605 +4%
WI
67
WrapManager Inc
California
$1.96M -$46.2K -1,753 -2%
ACS
68
Archford Capital Strategies
Illinois
$1.96M +$143K +5,419 +8%
ADL
69
Asset Dedication LLC
California
$1.96M -$684 -26 -0%
BRG
70
Bay Rivers Group
Virginia
$1.89M +$90.3K +3,431 +5%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$1.88M +$58.3K +2,213 +3%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$1.8M
MIH
73
Meitav Investment House
Israel
$1.74M +$174K +6,600 +11%
ABC
74
Associated Banc-Corp
Wisconsin
$1.72M +$184K +6,991 +12%
HH
75
Hilltop Holdings
Texas
$1.71M -$306K -11,624 -15%

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.