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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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156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142 → 156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$29.2M
2
Bank of America
Bank of America
North Carolina
+$20.6M
3
SIC
Sigma Investment Counselors
Michigan
+$12.1M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$9.15M
5
Morgan Stanley
Morgan Stanley
New York
+$8.55M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.57M
2
FBB
Fulton Breakefield Broenniman
Maryland
-$893K
3
VWA
V Wealth Advisors
Kansas
-$527K
4
COF
Capital One Financial
Virginia
-$432K
5
MG
Mather Group
Illinois
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$1.14M +$82.8K +3,127 +8%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M +$55.6K +2,100 +5%
DADC
78
D.A. Davidson & Co
Montana
$1.09M +$52.9K +2,000 +5%
ECM
79
Exchange Capital Management
Michigan
$1.04M -$662 -25 -0.1%
WFA
80
Wells Financial Advisors
Massachusetts
$985K +$981K +37,055 New
SFO
81
Stokes Family Office
Louisiana
$970K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$968K -$73.7K -2,786 -7%
QCM
83
Quest Capital Management
Texas
$963K – – –
ABC
84
Associated Banc-Corp
Wisconsin
$936K +$382K +14,436 +69%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$882K +$118K +4,461 +16%
MIH
86
Meitav Investment House
Israel
$816K +$498K +18,818 +158%
BPA
87
Beacon Pointe Advisors
California
$743K -$12.6K -475 -2%
LF
88
Lee Financial
Texas
$716K – – –
APA
89
American Portfolios Advisors
New York
$707K +$25K +945 +4%
IA
90
IFP Advisors
Florida
$703K +$81.2K +3,067 +13%
CSPAM
91
Cary Street Partners Asset Management
Virginia
$668K +$3.15M +119,122 New
SG
92
Strid Group
Pennsylvania
$660K – – –
FPS
93
Fieldpoint Private Securities
Connecticut
$582K – – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$550K +$230K +8,673 +72%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$546K +$543K +20,536 New
FNB
96
Farmers National Bank
Kentucky
$544K +$541K +20,459 New
BAM
97
Belpointe Asset Management
Nevada
$520K +$518K +19,560 New
AF
98
Arrow Financial
New York
$519K +$122K +4,603 +31%
CIA
99
Covington Investment Advisors
Pennsylvania
$518K +$26.7K +1,010 +5%
JP Morgan Chase
100
JP Morgan Chase
New York
$496K +$21.1K +796 +4%
2 3
4
5 6

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.