iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
71 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
13% more capital invested
Capital invested by funds: $209M → $236M (+$27.1M)
8% more funds holding
Funds holding: 66 → 71 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.77M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$5.28M |
| 4 |
RFO
RiverGlades Family Offices
Naples,
Florida
|
+$3.33M |
| 5 |
Morgan Stanley
New York
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.49M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.73M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.92M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$920K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$766K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
76
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$750K | -31,116 | Closed |
|
|
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$441K | -18,279 | Closed |
|
|
BTS
78
BB&T Securities
Richmond,
Virginia
| – | -$338K | -14,041 | Closed |
|
|
SAM
79
Stringer Asset Management
Memphis,
Tennessee
| – | -$272K | -11,292 | Closed |
|
|
CWS
80
Cypress Wealth Services
Palm Desert,
California
| – | -$214K | -8,891 | Closed |
|
|
RCAG
81
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$7.86K | -326 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$72 | -3 | -75% |
|
IBDP Hedge Fund Activity: Q4 2018 in Review
71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2018, worth a combined $236M — up 13% from $209M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDP positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.49M sold.
- 71 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2018, up from 66 in Q3 2018.
- Funds reported $236M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2018, up 13% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2018 and 8 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $6.5M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2018.