iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 84
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
12% more capital invested
Capital invested by funds: $1.72B → $1.93B (+$209M)
2% more funds holding
Funds holding: 282 → 287 (+5)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$149M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$49.8M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$13.9M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$8.28M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$30.2M |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
-$24M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$19.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.83M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.77M |
IBDP Hedge Fund Activity: Q2 2023 in Review
287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.
- 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
- Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2023.