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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

87 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $277M → $342M (+$65.3M)

7% more funds holding

Funds holding: 8187 (+6)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
45
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
AlphaMark Advisors
Kentucky
$125K +$105K +4,194 +599%
FCA
77
FinTrust Capital Advisors
South Carolina
$66K +$64.7K +2,589 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$60K +$20K +800 +51%
BEI
79
Benjamin Edwards Inc
Missouri
$56K +$5.95K +238 +12%
GWM
80
Geneos Wealth Management
Colorado
$38K
PGAM
81
Princeton Global Asset Management
New Jersey
$38K +$36.8K +1,474 New
HCM
82
HMS Capital Management
Tennessee
$36K +$35.6K +1,426 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$33K -$86.8K -3,473 -73%
CFGS
84
Concourse Financial Group Securities
Alabama
$29K
PB
85
Pinnacle Bancorp
Nebraska
$27K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$12K
FRA
87
Front Row Advisors
California
$12K +$12.2K +490 New
OIA
88
OneDigital Investment Advisors
Kansas
$10K
CFA
89
Carroll Financial Associates
North Carolina
$9K
IWA
90
IBEX Wealth Advisors
New Jersey
$4K +$4.17K +167 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$1K
BlackRock
92
BlackRock
New York
$1K
OMC
93
Old Mission Capital
Illinois
-$953K -38,287 Closed
GFPC
94
Global Financial Private Capital
Florida
-$709K -28,507 Closed
ATPW
95
Ashton Thomas Private Wealth
Arizona
-$207K -8,321 Closed
WAM
96
Wealthspire Advisors (Maryland)
Maryland
-$6K -250 Closed

IBDP Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2019, worth a combined $342M — up 24% from $277M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDP positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $29.5M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 87 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $342M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2019, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2019 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $29.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.