We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
76
Woodmont Investment Counsel
Tennessee
$1.9M +$1.2M +46,266 +172%
CA
77
CGN Advisors
Kansas
$1.8M +$174K +6,682 +11%
MIH
78
Meitav Investment House
Israel
$1.7M -$16.6K -638 -1%
MAS
79
Madden Advisory Services
Florida
$1.64M +$323K +12,421 +24%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M +$367K +14,100 +30%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$1.49M
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$1.46M +$39K +1,496 +3%
IFS
83
Ifrah Financial Services
Arkansas
$1.43M +$21.9K +841 +2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$92.5K +3,554 +7%
FIM
85
Freedom Investment Management
Connecticut
$1.4M -$1.15M -44,207 -45%
B
86
Bellecapital
Switzerland
$1.39M
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.31M -$56.1K -2,153 -4%
AFIMH
88
American Family Insurance Mutual Holding
Wisconsin
$1.3M
DADC
89
D.A. Davidson & Co
Montana
$1.27M +$20.8K +800 +2%
AIM
90
Arcadia Investment Management
Michigan
$1.15M +$39.1K +1,500 +4%
APA
91
American Portfolios Advisors
New York
$1.06M -$82.4K -3,165 -7%
CA
92
Cetera Advisors
Colorado
$1.05M -$68.6K -2,633 -6%
CSPAM
93
Cary Street Partners Asset Management
Virginia
$1.05M +$251K +9,627 +31%
QCM
94
Quest Capital Management
Texas
$1.03M
BAM
95
Belpointe Asset Management
Nevada
$1.01M +$366K +14,057 +56%
ECM
96
Exchange Capital Management
Michigan
$991K -$10.9K -420 -1%
NB
97
Northwest Bancshares
Pennsylvania
$964K +$179K +6,859 +23%
SFO
98
Stokes Family Office
Louisiana
$946K
CIAS
99
CFS Investment Advisory Services
New Jersey
$934K -$5.47K -210 -0.6%
WFA
100
Wells Financial Advisors
Massachusetts
$907K -$54.4K -2,090 -6%

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.