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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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170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$24.1M
2
ACA
Aptus Capital Advisors
Alabama
+$22.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$22.4M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$22.2M
5
CIM
Confluence Investment Management
Missouri
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$1.85M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$1.25M
3
OMC
Old Mission Capital
Illinois
-$504K
4
FTUS
Flow Traders U.S.
New York
-$415K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
CGN Advisors
Kansas
$1.65M +$67.3K +2,555 +4%
MA
77
MCF Advisors
Kentucky
$1.49M +$342 +13 +0%
MMHP
78
Murphy Middleton Hinkle & Parker
Georgia
$1.44M -$895 -34 -0.1%
IFS
79
Ifrah Financial Services
Arkansas
$1.43M +$38.2K +1,450 +3%
B
80
Bellecapital
Switzerland
$1.41M – – –
IWC
81
Integrated Wealth Concepts
Massachusetts
$1.38M +$109K +4,133 +9%
MAS
82
Madden Advisory Services
Florida
$1.33M +$1.34M +50,793 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$27.6K +1,049 +2%
AFIMH
84
American Family Insurance Mutual Holding
Wisconsin
$1.31M – – –
DADC
85
D.A. Davidson & Co
Montana
$1.27M – – –
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M +$86.9K +3,300 +8%
APA
87
American Portfolios Advisors
New York
$1.16M +$230K +8,725 +25%
CA
88
Cetera Advisors
Colorado
$1.14M +$9K +342 +0.8%
AIM
89
Arcadia Investment Management
Michigan
$1.13M +$105K +4,000 +10%
QCM
90
Quest Capital Management
Texas
$1.05M – – –
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.03M +$126K +4,779 +14%
ECM
92
Exchange Capital Management
Michigan
$1.01M -$527 -20 -0.1%
AMM
93
American Money Management
California
$999K +$1M +38,011 New
WFA
94
Wells Financial Advisors
Massachusetts
$974K – – –
IA
95
IFG Advisory
Georgia
$971K +$363K +13,801 +60%
CIAS
96
CFS Investment Advisory Services
New Jersey
$961K +$963K +36,566 New
SFO
97
Stokes Family Office
Louisiana
$960K – – –
AA
98
AlphaMark Advisors
Kentucky
$861K +$333K +12,644 +63%
CSPAM
99
Cary Street Partners Asset Management
Virginia
$812K +$55.5K +2,110 +7%
NB
100
Northwest Bancshares
Pennsylvania
$798K +$59.8K +2,270 +8%
2 3
4
5 6

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.