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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
51
Woodmont Investment Counsel
Tennessee
$4.76M +$2.97M +116,745 +160%
PAG
52
Private Advisor Group
New Jersey
$4.66M -$383K -15,020 -7%
UCFA
53
United Capital Financial Advisors
Texas
$4.44M -$500K -19,627 -10%
Jane Street
54
Jane Street
New York
$4.34M -$4.6M -180,454 -51%
PWM
55
Praetorian Wealth Management
California
$4.24M +$152K +5,955 +4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$3.95M -$152K -5,953 -4%
AF
57
Allworth Financial
California
$3.75M -$377K -14,781 -9%
EWA
58
EP Wealth Advisors
California
$3.58M -$191K -7,483 -5%
SWMG
59
Signature Wealth Management Group
Georgia
$3.52M +$429K +16,842 +14%
KNW
60
Kesler Norman & Wride
Utah
$3.36M -$2.65M -104,185 -44%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.08M +$467K +18,345 +17%
HPC
62
HM Payson & Co
Maine
$2.98M +$739K +29,000 +32%
NC
63
NovaPoint Capital
Georgia
$2.93M -$52.2K -2,049 -2%
FCA
64
FinTrust Capital Advisors
South Carolina
$2.89M -$51.8K -2,032 -2%
MIH
65
Meitav Investment House
Israel
$2.79M +$1.16M +45,511 +69%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M +$56.1K +2,203 +2%
TC
67
Trust Company
Kansas
$2.48M +$12.5K +489 +0.5%
FFIC
68
First Fiduciary Investment Counsel
Ohio
$2.36M +$22.4K +880 +0.9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$2.22M -$533K -20,903 -19%
KF
70
Krilogy Financial
Missouri
$2.2M +$2.24M +87,776 New
ABC
71
Associated Banc-Corp
Wisconsin
$2.12M +$234K +9,197 +12%
PGAM
72
Princeton Global Asset Management
New Jersey
$2.09M +$131K +5,146 +7%
ACS
73
Archford Capital Strategies
Illinois
$2.06M +$181K +7,104 +9%
VWMG
74
Virginia Wealth Management Group
Virginia
$2.01M +$174K +6,825 +9%
WI
75
WrapManager Inc
California
$1.95M +$4.66K +183 +0.2%

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.