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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$467K +$108K +4,073 +30%
APP
102
Avantax Planning Partners
Iowa
$452K -$16.4K -618 -4%
AA
103
AlphaMark Advisors
Kentucky
$446K +$159K +6,000 +56%
RFC
104
Regions Financial Corp
Alabama
$444K +$58.9K +2,225 +15%
PA
105
Pinnacle Associates
New York
$441K
FFA
106
Fragasso Financial Advisors
Pennsylvania
$440K -$23.9K -903 -5%
KCM
107
Kathmere Capital Management
Pennsylvania
$440K +$76.7K +2,898 +21%
W
108
WealthOne
New York
$430K -$10.7K -403 -2%
CAM
109
Claret Asset Management
Quebec, Canada
$406K +$29.8K +1,125 +8%
MCM
110
Mattern Capital Management
Colorado
$398K
FNBOSM
111
First National Bank of South Miami
Florida
$382K +$311K +11,744 +447%
SWM
112
Segment Wealth Management
Texas
$352K +$32.8K +1,240 +10%
SWPG
113
Strategic Wealth Partners Group
Illinois
$332K -$41.3K -1,562 -11%
Wolverine Trading
114
Wolverine Trading
Illinois
$329K +$327K +12,361 New
MML Investors Services
115
MML Investors Services
Massachusetts
$323K +$20.2K +763 +7%
WGCA
116
Wolf Group Capital Advisors
Virginia
$311K
B
117
Bellecapital
Switzerland
$303K
SMC
118
Smith, Moore & Co
Missouri
$295K +$91.1K +3,443 +45%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$286K
SI
120
Stephens Inc
Arkansas
$282K
EIA
121
Eldridge Investment Advisors
New Hampshire
$280K +$132 +5 +0%
RBC
122
Roble Belko & Company
Pennsylvania
$277K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$274K
PCG
124
Private Capital Group
Connecticut
$272K +$49.5K +1,871 +22%
NA
125
Navellier & Associates
Nevada
$258K

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.