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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
76
Fulton Breakefield Broenniman
Maryland
$6.46M -$378K -15,076 -6%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$6.44M -$1.89M -75,354 -23%
SWP
78
Stratos Wealth Partners
Ohio
$6.25M
WCG
79
Weaver Consulting Group
California
$6.24M -$190K -7,577 -3%
PAG
80
Private Advisor Group
New Jersey
$6.03M +$598K +23,885 +11%
NG
81
Northstar Group
New York
$5.98M
Deutsche Bank
82
Deutsche Bank
Germany
$5.89M -$679K -27,114 -10%
CHAM
83
Clear Harbor Asset Management
Connecticut
$5.69M
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$5.54M -$55.2K -2,204 -1%
PWS
85
Peloton Wealth Strategists
Indiana
$5.52M -$25.1K -1,000 -0.5%
SA
86
Sanctuary Advisors
Indiana
$5.24M +$5.23M +208,831 New
LWL
87
Leo Wealth LLC
Texas
$5.23M -$72.2K -2,882 -1%
KNW
88
Kesler Norman & Wride
Utah
$5.11M +$183K +7,305 +4%
IA
89
IFP Advisors
Florida
$5.04M +$244K +9,739 +5%
Stifel Financial
90
Stifel Financial
Missouri
$4.94M -$8.29M -330,900 -63%
WGCA
91
Wolf Group Capital Advisors
Virginia
$4.71M +$781K +31,154 +20%
SIAS
92
Summit Investment Advisory Services
Minnesota
$4.7M +$4.68M +186,871 New
LWM
93
Lyell Wealth Management
California
$4.68M -$1.54M -61,447 -25%
GS
94
GTS Securities
New York
$4.61M +$4.6M +183,464 New
MSRI
95
Michael S. Ryan Inc
New York
$4.48M -$408K -16,267 -8%
DSA
96
Droms Strauss Advisors
Missouri
$4.36M -$150K -5,995 -3%
AF
97
Allworth Financial
California
$4.31M -$104K -4,160 -2%
SSB
98
Sandy Spring Bank
Maryland
$4.16M -$791K -31,574 -16%
UCFA
99
United Capital Financial Advisors
Texas
$4.13M -$1.07M -42,754 -21%
KF
100
Krilogy Financial
Missouri
$4.06M -$210K -8,390 -5%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.