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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lyell Wealth Management
California
$7.16M +$781K +32,047 +12%
FBB
52
Fulton Breakefield Broenniman
Maryland
$7M -$112K -4,599 -2%
ADL
53
Asset Dedication LLC
California
$6.62M +$126K +5,181 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$6.45M +$162K +6,650 +3%
RWP
55
Reliant Wealth Planning
Kentucky
$6.23M +$18.9K +777 +0.3%
HA
56
Hamel Associates
New Jersey
$6.16M +$1.65M +67,657 +37%
Mariner
57
Mariner
Kansas
$6.06M +$75.5K +3,098 +1%
FCA
58
FinTrust Capital Advisors
South Carolina
$5.92M +$483K +19,841 +9%
AIA
59
Arcadia Investment Advisors
Idaho
$5.89M +$483K +19,813 +9%
PWS
60
Peloton Wealth Strategists
Indiana
$5.84M -$122K -5,000 -2%
MMA
61
Miracle Mile Advisors
California
$5.65M +$5.64M +231,344 New
SCG
62
Sonata Capital Group
Washington
$5.58M
MWM
63
MinichMacGregor Wealth Management
New York
$5.44M -$11.4K -466 -0.2%
BWFA
64
Baltimore-Washington Financial Advisors
Maryland
$5.41M
SG
65
Strid Group
Pennsylvania
$5.35M
Bank of New York Mellon
66
Bank of New York Mellon
New York
$5.24M +$63.1K +2,590 +1%
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.22M +$827K +33,940 +19%
SSB
68
Sandy Spring Bank
Maryland
$5.06M -$726K -29,810 -13%
KNW
69
Kesler Norman & Wride
Utah
$5.03M +$2.44M +100,114 +95%
PWM
70
Praetorian Wealth Management
California
$4.52M +$206K +8,462 +5%
DADC
71
D.A. Davidson & Co
Montana
$4.47M +$4.22M +173,333 +1,787%
WGCA
72
Wolf Group Capital Advisors
Virginia
$4.43M +$4.12M +169,008 +1,354%
AF
73
Allworth Financial
California
$4.37M +$710K +29,144 +19%
CCM
74
Cribstone Capital Management
Maine
$4.12M -$1.12M -45,927 -21%
BPA
75
Beacon Pointe Advisors
California
$4.12M +$2.08M +85,316 +103%

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.