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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
101
Redwood Financial Network
Ohio
$1.56M -$45.8K -1,843 -3%
OMC
102
Old Mission Capital
Illinois
$1.48M +$1.49M +59,935 New
MMHP
103
Murphy Middleton Hinkle & Parker
Georgia
$1.39M -$27.4K -1,102 -2%
CPIA
104
Cornell Pochily Investment Advisors
New York
$1.37M +$151K +6,055 +12%
B
105
Bellecapital
Switzerland
$1.33M
RFC
106
Regions Financial Corp
Alabama
$1.32M +$515K +20,724 +63%
MAS
107
Madden Advisory Services
Florida
$1.3M -$301K -12,123 -19%
IWC
108
Integrated Wealth Concepts
Massachusetts
$1.3M +$75.7K +3,045 +6%
BMM
109
Buffington Mohr McNeal
Idaho
$1.27M +$447K +17,960 +54%
Creative Planning
110
Creative Planning
Kansas
$1.24M +$1.25M +50,089 New
AIM
111
Arcadia Investment Management
Michigan
$1.15M +$31.1K +1,250 +3%
CSPAM
112
Cary Street Partners Asset Management
Virginia
$1.15M +$89.2K +3,587 +8%
DWT
113
Dorsey & Whitney Trust
South Dakota
$1.09M +$637K +25,600 +140%
FNB
114
Farmers National Bank
Kentucky
$1.07M +$123K +4,966 +13%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$123K +4,938 +13%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.05M +$1.05M +42,216 +31,041%
BAM
117
Belpointe Asset Management
Nevada
$1.04M +$54.7K +2,200 +6%
GVAG
118
Great Valley Advisor Group
Delaware
$1.01M +$1.02M +40,835 New
APA
119
American Portfolios Advisors
New York
$1M
BWM
120
BerganKDV Wealth Management
Minnesota
$952K +$298K +11,995 +45%
ST
121
Spinnaker Trust
Maine
$939K -$15.9K -640 -2%
ECM
122
Exchange Capital Management
Michigan
$923K -$20.2K -811 -2%
CA
123
Cetera Advisors
Colorado
$913K -$28.8K -1,159 -3%
SFO
124
Stokes Family Office
Louisiana
$903K
NG
125
Northstar Group
New York
$888K

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.