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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

142 hedge funds and large institutions have $645M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $603M → $645M (+$41.2M)

7% more funds holding

Funds holding: 133142 (+9)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
19
Increased
75
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRG
76
Bay Rivers Group
Virginia
$691K +$691K +26,114 New
APA
77
American Portfolios Advisors
New York
$679K +$90K +3,400 +15%
IA
78
IFP Advisors
Florida
$619K +$137K +5,190 +29%
SG
79
Strid Group
Pennsylvania
$607K
FPS
80
Fieldpoint Private Securities
Connecticut
$579K
ABC
81
Associated Banc-Corp
Wisconsin
$550K +$76.1K +2,875 +16%
VWA
82
V Wealth Advisors
Kansas
$527K -$76.5K -2,891 -13%
CIA
83
Covington Investment Advisors
Pennsylvania
$489K -$3.84K -145 -0.8%
JP Morgan Chase
84
JP Morgan Chase
New York
$472K +$117K +4,412 +33%
APP
85
Avantax Planning Partners
Iowa
$466K
FFA
86
Fragasso Financial Advisors
Pennsylvania
$461K +$218K +8,240 +89%
PA
87
Pinnacle Associates
New York
$439K +$439K +16,600 New
W
88
WealthOne
New York
$438K +$371 +14 +0.1%
COF
89
Capital One Financial
Virginia
$432K -$609K -22,996 -58%
TPWA
90
TRUE Private Wealth Advisors
Oregon
$400K +$401K +15,163 New
MCM
91
Mattern Capital Management
Colorado
$396K
AF
92
Arrow Financial
New York
$395K +$286K +10,812 +263%
MG
93
Mather Group
Illinois
$389K -$190K -7,175 -33%
RFC
94
Regions Financial Corp
Alabama
$383K +$14K +529 +4%
CAM
95
Claret Asset Management
Quebec, Canada
$374K
SWPG
96
Strategic Wealth Partners Group
Illinois
$372K +$133K +5,018 +56%
KCM
97
Kathmere Capital Management
Pennsylvania
$361K +$1.4K +53 +0.4%
BWM
98
BerganKDV Wealth Management
Minnesota
$357K +$132K +4,975 +58%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$317K -$30K -1,133 -9%
SWP
100
Stratos Wealth Partners
Ohio
$317K

IBDP Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2020, worth a combined $645M — up 6.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDP positions and 8 closed out — a net gain of 11 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $9.91M.

  • 142 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $645M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2020 and 8 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2020 was Wells Fargo, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2020.