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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
Krilogy Financial
Missouri
$2.91M +$13.6K +550 +0.5%
APA
77
American Portfolios Advisors
New York
$2.84M +$1.89M +76,395 +189%
CA
78
CGN Advisors
Kansas
$2.8M +$925K +37,483 +48%
MIH
79
Meitav Investment House
Israel
$2.7M +$2.73M +110,632 New
VNA
80
Valley National Advisers
Pennsylvania
$2.69M +$34.5K +1,396 +1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$1.66M +67,099 +156%
KNW
82
Kesler Norman & Wride
Utah
$2.58M -$17K -687 -0.6%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M +$123K +4,987 +5%
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M +$164K +6,655 +7%
AA
85
Alesco Advisors
New York
$2.44M
TF
86
Tompkins Financial
New York
$2.44M
TC
87
Trust Company
Kansas
$2.36M -$49.2K -1,994 -2%
Creative Planning
88
Creative Planning
Kansas
$2.34M +$1.14M +46,121 +92%
NC
89
NovaPoint Capital
Georgia
$2.33M +$279K +11,310 +13%
OMC
90
Old Mission Capital
Illinois
$2.3M +$853K +34,562 +58%
FFIC
91
First Fiduciary Investment Counsel
Ohio
$2.28M -$247 -10 -0%
VWMG
92
Virginia Wealth Management Group
Virginia
$2.27M +$375K +15,180 +19%
CHAM
93
Clear Harbor Asset Management
Connecticut
$2.19M
ACS
94
Archford Capital Strategies
Illinois
$2.16M +$131K +5,322 +6%
PRWA
95
Platte River Wealth Advisors
Colorado
$2.12M +$2.15M +87,059 New
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$2.11M +$1.88M +76,164 +736%
PGAM
97
Princeton Global Asset Management
New Jersey
$2.07M -$18.7K -759 -0.9%
DSA
98
Droms Strauss Advisors
Missouri
$2.04M +$1.45M +58,746 +237%
BPA
99
Beacon Pointe Advisors
California
$2.03M +$1.24M +50,094 +151%
WI
100
WrapManager Inc
California
$2M +$155K +6,274 +8%

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.