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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$3.46M -$69.3K -2,757 -2%
FNT
102
First National Trust
Pennsylvania
$3.44M +$1.97M +78,406 +135%
SSB
103
Sandy Spring Bank
Maryland
$3.43M -$738K -29,371 -18%
VWMG
104
Virginia Wealth Management Group
Virginia
$3.41M +$3.4M +135,120 New
GDP
105
Great Diamond Partners
Maine
$3.36M -$16.1K -641 -0.5%
IWC
106
Integrated Wealth Concepts
Massachusetts
$3.32M -$618K -24,602 -16%
DAS
107
Diversify Advisory Services
Utah
$3.31M -$731K -29,070 -18%
WI
108
WrapManager Inc
California
$3.22M +$100K +3,984 +3%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$3.22M -$182K -7,248 -5%
Creative Planning
110
Creative Planning
Kansas
$3.17M -$10.5M -417,730 -77%
PA
111
Probity Advisors
Texas
$3.11M +$204K +8,129 +7%
PA
112
PSI Advisors
Florida
$3.11M -$40.9K -1,627 -1%
ST
113
Spinnaker Trust
Maine
$3.1M -$38.7K -1,540 -1%
LWM
114
Lyell Wealth Management
California
$3.08M -$1.61M -64,192 -34%
MA
115
MONECO Advisors
Connecticut
$2.99M -$109K -4,319 -4%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.86M -$134K -5,350 -4%
SWA
117
Sax Wealth Advisors
New Jersey
$2.85M -$76.3K -3,035 -3%
WA
118
Waterford Advisors
New York
$2.82M +$89.7K +3,571 +3%
EWM
119
Endowment Wealth Management
Wisconsin
$2.79M -$86.9K -3,460 -3%
AAS
120
Avantax Advisory Services
Texas
$2.66M -$127K -5,068 -5%
PWM
121
Praetorian Wealth Management
California
$2.66M -$351K -13,949 -12%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$2.63M +$95.6K +3,806 +4%
PIS
123
POM Investment Strategies
North Carolina
$2.6M -$370K -14,717 -12%
PGAM
124
Princeton Global Asset Management
New Jersey
$2.56M -$54.7K -2,176 -2%
HH
125
Hilltop Holdings
Texas
$2.55M +$21.2K +845 +0.8%

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.