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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$7.44M +$110K +4,464 +1%
SB
52
Strategic Blueprint
Georgia
$7.33M +$3.49M +142,094 +91%
BPA
53
Beacon Pointe Advisors
California
$7.31M +$3.16M +128,691 +76%
FBB
54
Fulton Breakefield Broenniman
Maryland
$7.27M +$213K +8,698 +3%
LWM
55
Lyell Wealth Management
California
$7.05M -$164K -6,702 -2%
ADL
56
Asset Dedication LLC
California
$7.03M +$354K +14,441 +5%
VVP
57
Venture Visionary Partners
Ohio
$6.87M
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.74M +$247K +10,055 +4%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$6.71M
HA
60
Hamel Associates
New Jersey
$6.6M +$398K +16,237 +6%
PRWA
61
Platte River Wealth Advisors
Colorado
$6.47M +$4.3M +175,355 +200%
Creative Planning
62
Creative Planning
Kansas
$6.43M +$3.27M +133,332 +104%
RWP
63
Reliant Wealth Planning
Kentucky
$6.24M -$27.5K -1,122 -0.4%
SWM
64
Scissortail Wealth Management
Oklahoma
$6.17M +$5.92M +241,295 +2,531%
AWS
65
Atria Wealth Solutions
New York
$6.16M +$5.35M +218,091 +671%
SG
66
Strid Group
Pennsylvania
$6.1M +$6.09M +248,058 New
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.96M +$723K +29,484 +14%
FCA
68
FinTrust Capital Advisors
South Carolina
$5.92M
AIA
69
Arcadia Investment Advisors
Idaho
$5.9M -$29.1K -1,188 -0.5%
PWS
70
Peloton Wealth Strategists
Indiana
$5.88M -$3.68K -150 -0.1%
GRP
71
Global Retirement Partners
California
$5.67M +$5.63M +229,465 +24,003%
MWM
72
MinichMacGregor Wealth Management
New York
$5.65M +$169K +6,874 +3%
SCG
73
Sonata Capital Group
Washington
$5.55M -$65.3K -2,660 -1%
SC
74
Savant Capital
Illinois
$5.46M -$279K -11,393 -5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$5.28M -$2.15M -87,598 -29%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.