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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
101
Stokes Family Office
Louisiana
$916K
KPWS
102
Kestra Private Wealth Services
Texas
$895K +$908K +35,654 New
BMM
103
Buffington Mohr McNeal
Idaho
$839K +$472K +18,513 +124%
VWA
104
Visionary Wealth Advisors
Illinois
$832K +$181K +7,100 +27%
RFC
105
Regions Financial Corp
Alabama
$821K +$394K +15,474 +90%
CWA
106
Consilio Wealth Advisors
Washington
$821K +$833K +32,697 New
AMM
107
American Money Management
California
$791K -$1.99K -78 -0.2%
WFA
108
Wells Financial Advisors
Massachusetts
$782K -$96.8K -3,800 -11%
KAS
109
Kestra Advisory Services
Texas
$756K -$1.24M -48,679 -62%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$738K
IA
111
IFG Advisory
Georgia
$727K -$15.7K -617 -2%
BEI
112
Benjamin Edwards Inc
Missouri
$723K +$250K +9,812 +52%
Citadel Advisors
113
Citadel Advisors
Florida
$713K -$1.37M -53,783 -65%
LF
114
Lee Financial
Texas
$676K
BWM
115
BerganKDV Wealth Management
Minnesota
$664K +$61.1K +2,400 +10%
SI
116
Stephens Inc
Arkansas
$648K
LHC
117
Little House Capital
Massachusetts
$610K -$112K -4,410 -15%
HLOC
118
H.L. Ormond & Company
North Carolina
$608K
CIA
119
Covington Investment Advisors
Pennsylvania
$562K +$22.3K +875 +4%
FPS
120
Fieldpoint Private Securities
Connecticut
$550K
MSFS
121
Main Street Financial Solutions
Pennsylvania
$549K -$23.1K -908 -4%
SWM
122
Segment Wealth Management
Texas
$513K +$10.2K +400 +2%
SS
123
Sunbelt Securities
Texas
$503K +$38.2K +1,500 +8%
PCG
124
Private Capital Group
Connecticut
$503K +$181K +7,109 +55%
JP Morgan Chase
125
JP Morgan Chase
New York
$492K +$457K +17,932 +1,084%

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.