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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
51
Matthew Goff Investment Advisor
Texas
– -$7.68M -304,812 Closed
MFG
52
Merit Financial Group
Georgia
– -$7.66M -303,965 Closed
PPWM
53
PFG Private Wealth Management
Florida
– -$7.35M -291,741 Closed
MAS
54
Madden Advisory Services
Florida
– -$7.33M -290,936 Closed
MFIM
55
Mesirow Financial Investment Management
Illinois
– -$7.19M -285,355 Closed
SL
56
Sentinus LLC
Illinois
– -$13.4M -283,632 Closed
LIM
57
Leavell Investment Management
Alabama
– -$7.1M -281,680 Closed
HFRG
58
Houlihan Financial Resource Group
Virginia
– -$6.94M -275,112 Closed
HA
59
Hamel Associates
New Jersey
– -$6.89M -273,500 Closed
BL
60
Balentine LLC
Georgia
– -$6.87M -272,631 Closed
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
– -$6.85M -271,673 Closed
EWA
62
EP Wealth Advisors
California
– -$6.78M -269,047 Closed
ANTB
63
AMG National Trust Bank
Colorado
– -$6.61M -262,042 Closed
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$6.57M -260,677 Closed
Deutsche Bank
65
Deutsche Bank
Germany
– -$6.26M -248,228 Closed
FBB
66
Fulton Breakefield Broenniman
Maryland
– -$6.19M -245,633 Closed
BPA
67
Beacon Pointe Advisors
California
– -$6.13M -243,075 Closed
JP Morgan Chase
68
JP Morgan Chase
New York
– -$6.05M -240,015 Closed
SCG
69
Sonata Capital Group
Washington
– -$5.49M -217,730 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$5.39M -213,989 Closed
MAWAG
71
Mid-American Wealth Advisory Group
Missouri
– -$5.32M -211,121 Closed
PWS
72
Peloton Wealth Strategists
Indiana
– -$5.32M -211,050 Closed
PAG
73
Private Advisor Group
New Jersey
– -$5.28M -209,338 Closed
SC
74
Savant Capital
Illinois
– -$5.24M -207,764 Closed
NEPWA
75
New England Private Wealth Advisors
Massachusetts
– -$5.09M -202,042 Closed
1 2
3
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IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.