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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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118 hedge funds and large institutions have $491M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

33% more funds holding

Funds holding: 89 → 118 (+29)

28% more capital invested

Capital invested by funds: $382M → $491M (+$109M)

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
33
Increased
62
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.1M
2
CAI
Capital Advisors Inc
Oklahoma
+$10.6M
3
Wells Fargo
Wells Fargo
California
+$8.72M
4
LPL Financial
LPL Financial
California
+$5.53M
5
Morgan Stanley
Morgan Stanley
New York
+$4.69M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.47M
2
BCM
Bluefin Capital Management
New York
-$2.02M
3
OC
Oppenheimer & Co
New York
-$361K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$283K
5
MFWM
Motley Fool Wealth Management
Virginia
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
76
WealthOne
New York
$425K +$436 +17 +0.1%
FFA
77
Fragasso Financial Advisors
Pennsylvania
$423K +$422K +16,448 New
FCA
78
FinTrust Capital Advisors
South Carolina
$412K +$25.8K +1,007 +7%
WAS
79
Wealth Advisory Solutions
Indiana
$411K +$411K +16,009 New
APA
80
American Portfolios Advisors
New York
$376K +$92K +3,586 +32%
TTWM
81
TCV Trust & Wealth Management
Virginia
$366K +$4.23K +165 +1%
RJT
82
Raymond James Trust
Florida
$362K +$99.1K +3,864 +38%
AG
83
Advisor Group
Arizona
$300K +$22K +859 +8%
WGCA
84
Wolf Group Capital Advisors
Virginia
$278K – – –
RBC
85
Roble Belko & Company
Pennsylvania
$267K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$265K +$99.9K +3,895 +61%
LIM
87
Leavell Investment Management
Alabama
$257K +$257K +10,005 New
CAM
88
Claret Asset Management
Quebec, Canada
$252K +$251K +9,800 New
NA
89
Navellier & Associates
Nevada
$250K +$249K +9,715 New
GI
90
Gradient Investments
Minnesota
$249K +$62.9K +2,453 +34%
EIA
91
Eldridge Investment Advisors
New Hampshire
$245K +$180 +7 +0.1%
SWP
92
Stratos Wealth Partners
Ohio
$231K – – –
BWM
93
BerganKDV Wealth Management
Minnesota
$219K – – –
KCM
94
Kathmere Capital Management
Pennsylvania
$219K +$219K +8,531 New
SAM
95
Stringer Asset Management
Tennessee
$208K +$208K +8,103 New
SAG
96
Spotlight Asset Group
Illinois
$203K +$203K +7,900 New
NFG
97
Next Financial Group
Texas
$182K -$6.77K -264 -4%
AIC
98
Ameritas Investment Company
Nebraska
$176K +$32.5K +1,267 +23%
AA
99
AlphaMark Advisors
Kentucky
$158K +$7.7K +300 +5%
SPIA
100
Steward Partners Investment Advisory
New York
$156K -$1K -39 -0.6%
1 2 3
4
5

IBDP Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2019, worth a combined $491M — up 28% from $382M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDP positions and 3 closed out — a net gain of 30 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 118 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2019, up from 89 in Q3 2019.
  • Funds reported $491M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2019 and 3 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2019 was Bank of America, an estimated $11.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2019 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2019.