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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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133 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $509M → $603M (+$94M)

8% more funds holding

Funds holding: 123 → 133 (+10)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
24
Increased
62
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$39.8M
2
Wells Fargo
Wells Fargo
California
+$7.4M
3
Morgan Stanley
Morgan Stanley
New York
+$4.87M
4
US Bancorp
US Bancorp
Minnesota
+$4.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$19.8M
2
Jane Street
Jane Street
New York
-$12.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
4
EWA
EP Wealth Advisors
California
-$4.51M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Segment Wealth Management
Texas
$268K +$262K +10,165 New
NA
102
Navellier & Associates
Nevada
$256K – – –
EIA
103
Eldridge Investment Advisors
New Hampshire
$251K +$103 +4 +0%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$245K +$237K +9,211 New
SWPG
105
Strategic Wealth Partners Group
Illinois
$238K – – –
AIC
106
Ameritas Investment Company
Nebraska
$228K +$52K +2,019 +30%
BWM
107
BerganKDV Wealth Management
Minnesota
$225K – – –
RJT
108
Raymond James Trust
Florida
$213K – – –
AA
109
AlphaMark Advisors
Kentucky
$208K – – –
SAG
110
Spotlight Asset Group
Illinois
$208K +$204K +7,900 New
SMC
111
Smith, Moore & Co
Missouri
$200K +$196K +7,599 New
PLFAM
112
Pineno Levin & Ford Asset Management
Virginia
$200K +$196K +7,600 New
SPIA
113
Steward Partners Investment Advisory
New York
$160K – – –
PCG
114
Private Capital Group
Connecticut
$159K +$63.8K +2,475 +70%
FNBOSM
115
First National Bank of South Miami
Florida
$145K +$79.5K +3,086 +127%
PIMG
116
Patriot Investment Management Group
Tennessee
$132K +$129K +5,025 New
CAN
117
Cetera Advisor Networks
California
$114K +$111K +4,313 New
BEI
118
Benjamin Edwards Inc
Missouri
$113K -$50.3K -1,951 -31%
AF
119
Arrow Financial
New York
$109K +$12.1K +468 +13%
NSB
120
Norway Savings Bank
Maine
$109K +$65.7K +2,550 +161%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K – – –
FHA
122
Flagship Harbor Advisors
Massachusetts
$62K – – –
SNT
123
Security National Trust
West Virginia
$53K – – –
TCM
124
TD Capital Management
Tennessee
$52K +$361 +14 +0.7%
GWM
125
Geneos Wealth Management
Colorado
$39K – – –
2 3 4
5
6

IBDP Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2020, worth a combined $603M — up 18% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDP positions and 13 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $19.8M sold.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $603M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $39.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.