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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
51
Paradigm Strategies in Wealth Management
Minnesota
$5.71M +$172K +6,958 +3%
SCG
52
Sonata Capital Group
Washington
$5.56M +$7.41K +300 +0.1%
ICG
53
InterOcean Capital Group
Tennessee
$5.54M +$2.13M +86,399 +61%
MWM
54
MinichMacGregor Wealth Management
New York
$5.44M +$227K +9,191 +4%
FCA
55
FinTrust Capital Advisors
South Carolina
$5.41M +$885K +35,843 +19%
AIA
56
Arcadia Investment Advisors
Idaho
$5.39M +$187K +7,572 +4%
PAG
57
Private Advisor Group
New Jersey
$5.3M +$329K +13,314 +7%
DE
58
Day & Ennis
Georgia
$5.29M +$98.4K +3,986 +2%
CCM
59
Cribstone Capital Management
Maine
$5.23M +$126K +5,087 +2%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$5.16M +$116K +4,691 +2%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$5.08M -$25.4M -1,027,498 -83%
RWM
62
Ritholtz Wealth Management
New York
$4.99M -$68.5K -2,777 -1%
MCM
63
MV Capital Management
Maryland
$4.55M -$84.9K -3,439 -2%
HA
64
Hamel Associates
New Jersey
$4.49M +$4.56M +184,555 New
HFRG
65
Houlihan Financial Resource Group
Virginia
$4.37M +$4.42M +179,102 New
PWM
66
Praetorian Wealth Management
California
$4.3M +$35.6K +1,441 +0.8%
UCFA
67
United Capital Financial Advisors
Texas
$4.12M -$47.3K -1,918 -1%
CWM
68
Centric Wealth Management
Illinois
$3.92M +$3.98M +161,155 New
HPC
69
HM Payson & Co
Maine
$3.87M +$987K +40,000 +34%
HCA
70
Heck Capital Advisors
Wisconsin
$3.79M -$205K -8,308 -5%
AF
71
Allworth Financial
California
$3.65M +$4.44K +180 +0.1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.49M -$347K -14,058 -9%
SCA
73
Snowden Capital Advisors
New York
$3.39M +$96.4K +3,904 +3%
EWA
74
EP Wealth Advisors
California
$2.98M -$222K -8,981 -7%
ABC
75
Associated Banc-Corp
Wisconsin
$2.92M +$441K +17,858 +18%

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.