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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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268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244 → 268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$37.6M
2
Bank of America
Bank of America
North Carolina
+$29M
3
MFWM
Motley Fool Wealth Management
Virginia
+$22.7M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
Jane Street
Jane Street
New York
+$11.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
2
WCM
Windsor Capital Management
Arizona
-$10.9M
3
HPC
HM Payson & Co
Maine
-$3.87M
4
DE
Day & Ennis
Georgia
-$3.76M
5
SCA
Snowden Capital Advisors
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFIC
101
First Fiduciary Investment Counsel
Ohio
$2.41M +$122K +5,010 +5%
MIH
102
Meitav Investment House
Israel
$2.36M -$334K -13,726 -12%
CHAM
103
Clear Harbor Asset Management
Connecticut
$2.35M – – –
WA
104
Waterford Advisors
New York
$2.3M +$2.29M +94,117 New
TF
105
Tompkins Financial
New York
$2.2M -$244K -10,000 -10%
AA
106
Alesco Advisors
New York
$2.2M -$244K -10,000 -10%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M -$325K -13,326 -13%
DSA
108
Droms Strauss Advisors
Missouri
$2.18M +$133K +5,445 +7%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.16M +$1.27M +52,241 +144%
PRWA
110
Platte River Wealth Advisors
Colorado
$2.14M +$17.6K +721 +0.8%
WI
111
WrapManager Inc
California
$2.08M +$75.4K +3,093 +4%
VWM
112
Valley Wealth Managers
New Jersey
$1.99M -$5.92K -243 -0.3%
ACS
113
Archford Capital Strategies
Illinois
$1.98M -$188K -7,722 -9%
PGAM
114
Princeton Global Asset Management
New Jersey
$1.94M -$135K -5,553 -7%
RSWM
115
Robertson Stephens Wealth Management
California
$1.86M – – –
KF
116
Krilogy Financial
Missouri
$1.86M -$1.05M -43,171 -36%
NB
117
Northwest Bancshares
Pennsylvania
$1.82M +$109K +4,483 +6%
Renaissance Technologies
118
Renaissance Technologies
New York
$1.76M +$1.76M +72,281 New
SAG
119
SageView Advisory Group
California
$1.58M +$1.57M +64,571 New
MAS
120
Madden Advisory Services
Florida
$1.57M +$249K +10,227 +19%
FF
121
Financial Futures
New Jersey
$1.56M +$1.56M +64,022 New
DE
122
Day & Ennis
Georgia
$1.54M -$3.76M -154,209 -71%
CSPAM
123
Cary Street Partners Asset Management
Virginia
$1.53M +$196K +8,042 +15%
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.48M +$266K +10,936 +22%
RFN
125
Redwood Financial Network
Ohio
$1.43M -$106K -4,353 -7%
3 4
5
6 7

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.