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.

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
76
Sandy Spring Bank
Maryland
$5.05M -$47.8K -1,947 -0.9%
KAS
77
Kestra Advisory Services
Texas
$5M +$2.28M +92,961 +84%
NG
78
Northstar Group
New York
$4.99M
HCM
79
Howland Capital Management
Massachusetts
$4.87M +$4.03M +164,311 +486%
PAG
80
Private Advisor Group
New Jersey
$4.8M -$170K -6,920 -3%
PWM
81
Praetorian Wealth Management
California
$4.61M +$55.5K +2,264 +1%
AWM
82
AE Wealth Management
Kansas
$4.31M +$3.91M +159,330 +999%
AF
83
Allworth Financial
California
$4.29M -$110K -4,492 -3%
DADC
84
D.A. Davidson & Co
Montana
$4.12M -$381K -15,550 -8%
SCA
85
Snowden Capital Advisors
New York
$3.99M
KF
86
Krilogy Financial
Missouri
$3.95M +$2.07M +84,420 +111%
IA
87
IFP Advisors
Florida
$3.89M +$833K +33,964 +27%
CHAM
88
Clear Harbor Asset Management
Connecticut
$3.76M
WGCA
89
Wolf Group Capital Advisors
Virginia
$3.75M -$713K -29,084 -16%
KNW
90
Kesler Norman & Wride
Utah
$3.64M -$1.42M -57,868 -28%
BSG
91
Black Swift Group
Colorado
$3.62M +$2.82M +115,075 +364%
HAC
92
Harbor Advisory Corp
New Hampshire
$3.57M +$3.56M +145,244 New
HCA
93
Heck Capital Advisors
Wisconsin
$3.5M -$42.8K -1,744 -1%
BMM
94
Buffington Mohr McNeal
Idaho
$3.4M +$580K +23,623 +21%
SCM
95
Seascape Capital Management
New Hampshire
$3.35M +$380K +15,500 +13%
GDP
96
Great Diamond Partners
Maine
$3.33M +$108K +4,410 +3%
UCFA
97
United Capital Financial Advisors
Texas
$3.2M -$812K -33,106 -20%
ABC
98
Associated Banc-Corp
Wisconsin
$3.18M +$199K +8,105 +7%
AI
99
Atria Investments
North Carolina
$3.11M -$2.92M -118,829 Closed
VWMG
100
Virginia Wealth Management Group
Virginia
$3.11M +$117K +4,750 +4%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.