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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$4.26M +$435K +16,695 +11%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$4.24M +$1.17M +45,091 +38%
PWM
53
Praetorian Wealth Management
California
$4.23M +$260K +9,992 +7%
EWA
54
EP Wealth Advisors
California
$3.9M -$92.2K -3,542 -2%
SG
55
Strid Group
Pennsylvania
$3.77M
GGI
56
Godsey & Gibb Inc
Virginia
$3.65M +$3.66M +140,660 New
SWMG
57
Signature Wealth Management Group
Georgia
$3.2M +$14K +536 +0.4%
NC
58
NovaPoint Capital
Georgia
$3.08M +$57.4K +2,203 +2%
FCA
59
FinTrust Capital Advisors
South Carolina
$3.03M -$100K -3,847 -3%
Osaic Holdings
60
Osaic Holdings
Arizona
$2.87M +$818K +31,421 +40%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$2.83M +$1.83M +70,246 +180%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M +$441K +16,931 +20%
TC
63
Trust Company
Kansas
$2.55M
ADL
64
Asset Dedication LLC
California
$2.5M +$577K +22,166 +30%
FFIC
65
First Fiduciary Investment Counsel
Ohio
$2.42M +$456K +17,525 +23%
HPC
66
HM Payson & Co
Maine
$2.33M
Citadel Advisors
67
Citadel Advisors
Florida
$2.13M -$1.78M -68,204 -45%
KAS
68
Kestra Advisory Services
Texas
$2.04M -$137K -5,264 -6%
PGAM
69
Princeton Global Asset Management
New Jersey
$2.03M -$53.7K -2,063 -3%
WI
70
WrapManager Inc
California
$2.01M +$77.1K +2,960 +4%
ABC
71
Associated Banc-Corp
Wisconsin
$1.96M +$257K +9,879 +15%
ACS
72
Archford Capital Strategies
Illinois
$1.95M +$19.7K +756 +1%
BRG
73
Bay Rivers Group
Virginia
$1.93M +$66.2K +2,543 +4%
VWMG
74
Virginia Wealth Management Group
Virginia
$1.91M +$1.92M +73,550 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.9M +$53.8K +2,066 +3%

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.