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.

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$2.64M +$1.76M +70,890 +199%
KNW
77
Kesler Norman & Wride
Utah
$2.64M -$677K -27,213 -20%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.56M +$373K +15,003 +17%
ABC
79
Associated Banc-Corp
Wisconsin
$2.52M +$432K +17,366 +21%
NDSI
80
Newman Dignan & Sheerar Inc
Rhode Island
$2.5M +$2.51M +101,114 New
AA
81
Alesco Advisors
New York
$2.48M +$2.49M +99,990 New
TF
82
Tompkins Financial
New York
$2.48M +$2.49M +99,990 New
TC
83
Trust Company
Kansas
$2.45M
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.43M -$153K -6,173 -6%
AWS
85
Atria Wealth Solutions
New York
$2.37M +$2.38M +95,675 New
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.35M +$603K +24,260 +34%
FFIC
87
First Fiduciary Investment Counsel
Ohio
$2.32M -$9.45K -380 -0.4%
PGAM
88
Princeton Global Asset Management
New Jersey
$2.13M +$61.2K +2,462 +3%
LC
89
Legacy CG
Texas
$2.12M +$2.13M +85,700 New
NC
90
NovaPoint Capital
Georgia
$2.09M -$800K -32,154 -28%
ACS
91
Archford Capital Strategies
Illinois
$2.06M +$25.6K +1,030 +1%
CHAM
92
Clear Harbor Asset Management
Connecticut
$1.96M -$5.6M -225,221 Closed
VWMG
93
Virginia Wealth Management Group
Virginia
$1.93M -$60.7K -2,440 -3%
VWM
94
Valley Wealth Managers
New Jersey
$1.92M +$1.93M +77,675 New
CA
95
CGN Advisors
Kansas
$1.92M +$572K +22,984 +42%
IFS
96
Ifrah Financial Services
Arkansas
$1.92M +$541K +21,760 +39%
WI
97
WrapManager Inc
California
$1.88M -$41.7K -1,678 -2%
NB
98
Northwest Bancshares
Pennsylvania
$1.78M -$57.6K -2,318 -3%
BRG
99
Bay Rivers Group
Virginia
$1.77M -$34K -1,369 -2%
KAS
100
Kestra Advisory Services
Texas
$1.76M +$1.02M +41,181 +137%

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.