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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$5.3M +$5.33M +214,168 New
AIA
52
Arcadia Investment Advisors
Idaho
$5.29M -$892K -35,874 -14%
DE
53
Day & Ennis
Georgia
$5.28M +$69.9K +2,811 +1%
CCM
54
Cribstone Capital Management
Maine
$5.19M -$149K -6,007 -3%
RWM
55
Ritholtz Wealth Management
New York
$5.13M -$69.2K -2,782 -1%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$5.13M +$65.2K +2,622 +1%
PAG
57
Private Advisor Group
New Jersey
$5.05M +$461K +18,552 +10%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.88M +$989K +39,785 +25%
MCM
59
MV Capital Management
Maryland
$4.71M -$201K -8,086 -4%
FCA
60
FinTrust Capital Advisors
South Carolina
$4.64M +$1.79M +71,858 +62%
PWM
61
Praetorian Wealth Management
California
$4.33M +$154K +6,185 +4%
CIM
62
Confluence Investment Management
Missouri
$4.32M -$3.72M -149,564 -46%
SPF
63
Steven Patrick Farmer
$4.32M +$4.34M +174,541 New
UCFA
64
United Capital Financial Advisors
Texas
$4.24M -$143K -5,755 -3%
HCA
65
Heck Capital Advisors
Wisconsin
$4.05M +$4.07M +163,833 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$3.9M +$3.57M +143,515 +1,034%
SWMG
67
Signature Wealth Management Group
Georgia
$3.89M +$420K +16,894 +12%
Osaic Holdings
68
Osaic Holdings
Arizona
$3.85M +$661K +26,591 +21%
AF
69
Allworth Financial
California
$3.7M +$2.66K +107 +0.1%
ICG
70
InterOcean Capital Group
Tennessee
$3.49M +$3.51M +141,145 New
SCA
71
Snowden Capital Advisors
New York
$3.35M +$3.37M +135,406 New
EWA
72
EP Wealth Advisors
California
$3.25M -$286K -11,505 -8%
KF
73
Krilogy Financial
Missouri
$2.94M +$772K +31,033 +35%
HPC
74
HM Payson & Co
Maine
$2.94M
VNA
75
Valley National Advisers
Pennsylvania
$2.7M +$2.52M +101,213 +1,262%

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.