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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

133 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $509M → $603M (+$94M)

8% more funds holding

Funds holding: 123133 (+10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
24
Increased
62
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
76
Sonata Capital Group
Washington
$666K +$651K +25,277 New
DADC
77
D.A. Davidson & Co
Montana
$633K +$619K +24,030 New
VWA
78
V Wealth Advisors
Kansas
$601K +$588K +22,817 New
APA
79
American Portfolios Advisors
New York
$587K +$145K +5,635 +34%
FPS
80
Fieldpoint Private Securities
Connecticut
$577K
MG
81
Mather Group
Illinois
$577K +$564K +21,882 New
CIA
82
Covington Investment Advisors
Pennsylvania
$491K
IA
83
IFP Advisors
Florida
$480K +$426K +16,546 +1,002%
ABC
84
Associated Banc-Corp
Wisconsin
$472K +$462K +17,920 New
APP
85
Avantax Planning Partners
Iowa
$465K
W
86
WealthOne
New York
$436K +$438 +17 +0.1%
MCM
87
Mattern Capital Management
Colorado
$394K +$385K +14,962 New
CAM
88
Claret Asset Management
Quebec, Canada
$373K +$112K +4,360 +44%
RFC
89
Regions Financial Corp
Alabama
$367K +$359K +13,939 New
KCM
90
Kathmere Capital Management
Pennsylvania
$359K +$1.57K +61 +0.5%
JP Morgan Chase
91
JP Morgan Chase
New York
$354K +$253K +9,813 +270%
WAS
92
Wealth Advisory Solutions
Indiana
$350K -$57.3K -2,224 -14%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$347K +$338K +13,134 New
TTWM
94
TCV Trust & Wealth Management
Virginia
$338K -$44.4K -1,725 -12%
SWP
95
Stratos Wealth Partners
Ohio
$316K
MML Investors Services
96
MML Investors Services
Massachusetts
$307K +$10.2K +396 +4%
B
97
Bellecapital
Switzerland
$300K
WGCA
98
Wolf Group Capital Advisors
Virginia
$285K
RBC
99
Roble Belko & Company
Pennsylvania
$274K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$272K

IBDP Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2020, worth a combined $603M — up 18% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDP positions and 13 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $19.8M sold.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $603M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $39.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.