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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Diversify Advisory Services
Utah
$4.03M +$4.02M +160,612 New
IWC
102
Integrated Wealth Concepts
Massachusetts
$3.93M -$95.9K -3,827 -2%
PSIWM
103
Paradigm Strategies in Wealth Management
Minnesota
$3.88M -$883K -35,249 -19%
OIA
104
OneDigital Investment Advisors
Kansas
$3.86M +$3.85M +153,780 New
HAC
105
Harbor Advisory Corp
New Hampshire
$3.85M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$3.52M +$23.4K +932 +0.7%
IFS
107
Ifrah Financial Services
Arkansas
$3.43M +$76.6K +3,057 +2%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.39M +$663K +26,442 +24%
GDP
109
Great Diamond Partners
Maine
$3.37M -$100K -3,998 -3%
SC
110
Savant Capital
Illinois
$3.31M -$543K -21,654 -14%
VWMG
111
Virginia Wealth Management Group
Virginia
$3.19M -$3.19M -127,120 Closed
HI
112
Harbour Investments
Wisconsin
$3.14M -$8.82K -352 -0.3%
PA
113
PSI Advisors
Florida
$3.14M +$141K +5,625 +5%
ST
114
Spinnaker Trust
Maine
$3.13M +$38.1K +1,522 +1%
WI
115
WrapManager Inc
California
$3.11M +$213K +8,505 +7%
MA
116
MONECO Advisors
Connecticut
$3.09M +$7.54K +301 +0.2%
PWM
117
Praetorian Wealth Management
California
$3M -$168K -6,722 -5%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.99M -$130K -5,200 -4%
PIS
119
POM Investment Strategies
North Carolina
$2.96M -$1.43M -56,997 -33%
SWA
120
Sax Wealth Advisors
New Jersey
$2.92M +$137K +5,477 +5%
PA
121
Probity Advisors
Texas
$2.9M +$118K +4,693 +4%
EWM
122
Endowment Wealth Management
Wisconsin
$2.87M +$8.19K +327 +0.3%
AAS
123
Avantax Advisory Services
Texas
$2.78M -$1.39M -55,654 -33%
HCA
124
Heck Capital Advisors
Wisconsin
$2.76M -$63.4K -2,529 -2%
WA
125
Waterford Advisors
New York
$2.72M +$8.19K +327 +0.3%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.