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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $812M → $905M (+$92.8M)

7% more funds holding

Funds holding: 156167 (+11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
21
Increased
87
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
101
Fieldpoint Private Securities
Connecticut
$578K
AIM
102
Arcadia Investment Management
Michigan
$556K +$558K +21,075 New
AF
103
Arrow Financial
New York
$555K +$39.6K +1,495 +8%
CIA
104
Covington Investment Advisors
Pennsylvania
$547K +$32.4K +1,225 +6%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$534K -$8.21K -310 -2%
BCPWM
106
Bradley & Co Private Wealth Management
Florida
$533K +$536K +20,227 New
CAM
107
Claret Asset Management
Quebec, Canada
$512K +$110K +4,135 +27%
BWM
108
BerganKDV Wealth Management
Minnesota
$485K +$20.7K +780 +4%
APP
109
Avantax Planning Partners
Iowa
$469K +$20K +756 +4%
RFC
110
Regions Financial Corp
Alabama
$468K +$27.7K +1,045 +6%
AA
111
AlphaMark Advisors
Kentucky
$454K +$10.6K +400 +2%
PCG
112
Private Capital Group
Connecticut
$440K +$170K +6,420 +63%
BEI
113
Benjamin Edwards Inc
Missouri
$432K +$255K +9,644 +143%
ST
114
Spinnaker Trust
Maine
$432K +$435K +16,407 New
W
115
WealthOne
New York
$427K +$212 +8 +0%
BAM
116
Belpointe Asset Management
Nevada
$425K -$91.9K -3,470 -18%
NB
117
Northwest Bancshares
Pennsylvania
$421K +$422K +15,947 New
PA
118
Pinnacle Associates
New York
$412K -$26.5K -1,000 -6%
KCM
119
Kathmere Capital Management
Pennsylvania
$408K -$29.3K -1,105 -7%
SWM
120
Segment Wealth Management
Texas
$397K +$47.9K +1,810 +14%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$396K -$150K -5,658 -27%
MCM
122
Mattern Capital Management
Colorado
$395K
HH
123
Hilltop Holdings
Texas
$394K -$922K -34,825 -70%
FNBOSM
124
First National Bank of South Miami
Florida
$379K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$355K +$83.3K +3,145 +31%

IBDP Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.

The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.

  • 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.