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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
76
Clear Harbor Asset Management
Connecticut
$5.52M
SCG
77
Sonata Capital Group
Washington
$5.49M +$5.47M +217,730 New
Citadel Advisors
78
Citadel Advisors
Florida
$5.39M +$4.37M +173,844 +433%
MAWAG
79
Mid-American Wealth Advisory Group
Missouri
$5.32M -$10.1M -401,855 -66%
PWS
80
Peloton Wealth Strategists
Indiana
$5.32M -$214K -8,500 -4%
PAG
81
Private Advisor Group
New Jersey
$5.28M -$774K -30,809 -13%
SC
82
Savant Capital
Illinois
$5.24M +$1.92M +76,236 +58%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$5.09M -$460K -18,289 -8%
KNW
84
Kesler Norman & Wride
Utah
$5.01M -$121K -4,806 -2%
KCM
85
Kathmere Capital Management
Pennsylvania
$4.99M -$25.3M -1,005,096 -84%
WCG
86
Weaver Consulting Group
California
$4.73M -$1.52M -60,434 -24%
BAM
87
Beaumont Asset Management
Texas
$4.7M +$2.44M +96,971 +108%
Stifel Financial
88
Stifel Financial
Missouri
$4.58M -$371K -14,764 -8%
KF
89
Krilogy Financial
Missouri
$4.51M +$434K +17,277 +11%
LWL
90
Leo Wealth LLC
Texas
$4.44M -$811K -32,258 -15%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$4.27M -$15M -598,783 -78%
AF
92
Allworth Financial
California
$4.15M -$172K -6,829 -4%
UCFA
93
United Capital Financial Advisors
Texas
$4.03M -$114K -4,547 -3%
OIA
94
OneDigital Investment Advisors
Kansas
$3.86M -$14.8K -590 -0.4%
HAC
95
Harbor Advisory Corp
New Hampshire
$3.86M
WGCA
96
Wolf Group Capital Advisors
Virginia
$3.85M -$783K -31,154 -17%
Jane Street
97
Jane Street
New York
$3.72M -$5.31M -211,151 -59%
PA
98
Parallel Advisors
California
$3.68M +$1.42M +56,446 +63%
IFS
99
Ifrah Financial Services
Arkansas
$3.53M +$91.7K +3,650 +3%
OMC
100
Old Mission Capital
Illinois
$3.51M +$1.68M +67,031 +93%

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.