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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
51
Leavell Investment Management
Alabama
$9.53M -$1.27M -50,632 -12%
MA
52
MCF Advisors
Kentucky
$9.41M +$12.5K +499 +0.1%
AWS
53
Atria Wealth Solutions
New York
$9.3M +$1.35M +53,913 +17%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$9.17M -$29.3K -1,168 -0.3%
Jane Street
55
Jane Street
New York
$9.02M +$3.94M +157,206 +78%
MFG
56
Merit Financial Group
Georgia
$8.37M +$367K +14,652 +5%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$8.34M -$2.55M -101,925 -19%
JAG
58
Journey Advisory Group
Kentucky
$8.02M -$648K -25,869 -7%
MGIA
59
Matthew Goff Investment Advisor
Texas
$7.88M -$2.51M -100,150 -24%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.84M -$907K -36,203 -10%
SWMG
61
Signature Wealth Management Group
Georgia
$7.7M -$7.99K -319 -0.1%
BPA
62
Beacon Pointe Advisors
California
$7.65M -$2.65M -105,872 -26%
MFIM
63
Mesirow Financial Investment Management
Illinois
$7.55M +$439K +17,528 +6%
MWM
64
MinichMacGregor Wealth Management
New York
$7.53M +$417K +16,651 +6%
AIA
65
Arcadia Investment Advisors
Idaho
$7.41M +$347K +13,831 +5%
BL
66
Balentine LLC
Georgia
$7.36M +$153K +6,094 +2%
WCM
67
Windsor Capital Management
Arizona
$7.35M -$2.45M -97,874 -25%
PPWM
68
PFG Private Wealth Management
Florida
$7.25M +$166K +6,615 +2%
HFRG
69
Houlihan Financial Resource Group
Virginia
$7.18M -$11.2K -447 -0.2%
HA
70
Hamel Associates
New Jersey
$7.14M -$299K -11,924 -4%
EWA
71
EP Wealth Advisors
California
$6.96M -$144K -5,752 -2%
MAS
72
Madden Advisory Services
Florida
$6.72M +$232K +9,275 +4%
SWM
73
Scissortail Wealth Management
Oklahoma
$6.67M +$172K +6,845 +3%
FCA
74
FinTrust Capital Advisors
South Carolina
$6.65M +$106K +4,219 +2%
ANTB
75
AMG National Trust Bank
Colorado
$6.59M -$102K -4,065 -2%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.