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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
101
Ifrah Financial Services
Arkansas
$3.08M -$21.6K -880 -0.7%
NDSI
102
Newman Dignan & Sheerar Inc
Rhode Island
$3.01M +$89K +3,629 +3%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$2.9M +$722K +29,448 +33%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.89M +$107K +4,360 +4%
RSWM
105
Robertson Stephens Wealth Management
California
$2.66M
FF
106
Financial Futures
New Jersey
$2.64M +$1.07M +43,496 +68%
CWM
107
Centric Wealth Management
Illinois
$2.63M -$359K -14,626 -12%
FWMM
108
Foundation Wealth Management (Missouri)
Missouri
$2.5M
MIH
109
Meitav Investment House
Israel
$2.42M +$20.7K +843 +0.9%
DSA
110
Droms Strauss Advisors
Missouri
$2.4M +$210K +8,580 +10%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$2.38M -$2.88M -117,577 -55%
WA
112
Waterford Advisors
New York
$2.35M +$32.1K +1,308 +1%
ACM
113
Absolute Capital Management
Pennsylvania
$2.32M
PGAM
114
Princeton Global Asset Management
New Jersey
$2.31M +$357K +14,572 +18%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.28M +$796K +32,427 +54%
VNA
116
Valley National Advisers
Pennsylvania
$2.27M -$417K -16,998 -16%
WI
117
WrapManager Inc
California
$2.24M +$144K +5,887 +7%
ACS
118
Archford Capital Strategies
Illinois
$2.24M +$246K +10,045 +12%
FFIC
119
First Fiduciary Investment Counsel
Ohio
$2.24M -$189K -7,715 -8%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.2M -$12K -488 -0.5%
SPC
121
Sigma Planning Corp
Michigan
$2.07M +$680K +27,730 +49%
CSPAM
122
Cary Street Partners Asset Management
Virginia
$2.06M +$523K +21,325 +34%
MA
123
MONECO Advisors
Connecticut
$2.05M +$2.04M +83,201 New
VWM
124
Valley Wealth Managers
New Jersey
$2M -$12.2K -497 -0.6%
WP
125
WealthSource Partners
California
$1.9M +$991K +40,412 +109%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.