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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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182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170 → 182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36.1M
2
TFA
Tobias Financial Advisors
Florida
+$25.6M
3
EK
Evensky & Katz
Florida
+$12.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.53M
5
Bank of America
Bank of America
North Carolina
+$6.62M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
CI
Conning Inc
Connecticut
-$5.97M
3
PPWM
PFG Private Wealth Management
Florida
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.78M
5
MA
MCF Advisors
Kentucky
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
101
Farmers National Bank
Kentucky
$884K +$355K +13,648 +67%
AA
102
AlphaMark Advisors
Kentucky
$876K +$27.6K +1,060 +3%
ST
103
Spinnaker Trust
Maine
$865K +$80.5K +3,092 +10%
AMM
104
American Money Management
California
$819K -$167K -6,414 -17%
WGCA
105
Wolf Group Capital Advisors
Virginia
$807K +$540K +20,756 +200%
IA
106
IFG Advisory
Georgia
$768K -$191K -7,324 -20%
LHC
107
Little House Capital
Massachusetts
$745K -$11.1K -428 -1%
LF
108
Lee Financial
Texas
$698K – – –
AF
109
Arrow Financial
New York
$686K +$5.52K +212 +0.8%
VWA
110
Visionary Wealth Advisors
Illinois
$675K +$36.2K +1,392 +6%
IA
111
IFP Advisors
Florida
$673K – – –
SI
112
Stephens Inc
Arkansas
$669K – – –
BWM
113
BerganKDV Wealth Management
Minnesota
$624K +$50K +1,920 +9%
HLOC
114
H.L. Ormond & Company
North Carolina
$619K +$630K +24,212 New
LC
115
Legacy CG
Texas
$592K +$595K +22,837 New
MSFS
116
Main Street Financial Solutions
Pennsylvania
$591K -$43.7K -1,680 -7%
FPS
117
Fieldpoint Private Securities
Connecticut
$568K – – –
CIA
118
Covington Investment Advisors
Pennsylvania
$558K +$1.3K +50 +0.2%
BCPWM
119
Bradley & Co Private Wealth Management
Florida
$557K +$32.3K +1,242 +6%
KFAA
120
Klaas Financial Asset Advisors
Illinois
$553K +$71K +2,727 +15%
OMC
121
Old Mission Capital
Illinois
$539K +$541K +20,776 New
SWM
122
Segment Wealth Management
Texas
$519K +$124K +4,760 +31%
CAM
123
Claret Asset Management
Quebec, Canada
$504K – – –
Renaissance Technologies
124
Renaissance Technologies
New York
$497K +$499K +19,180 New
BEI
125
Benjamin Edwards Inc
Missouri
$493K +$48K +1,843 +11%
3 4
5
6 7

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.