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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

133 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $509M → $603M (+$94M)

8% more funds holding

Funds holding: 123133 (+10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
24
Increased
62
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$30K
PB
127
Pinnacle Bancorp
Nebraska
$28K
FWP
128
FAS Wealth Partners
Kansas
$24K
FRA
129
Front Row Advisors
California
$23K
HI
130
Hudock Inc
Pennsylvania
$20K +$20.3K +787 New
RG
131
Retirement Group
California
$15K +$14.2K +553 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$12K
QCG
133
Quadrant Capital Group
Ohio
$10K +$9.43K +366 New
BlackRock
134
BlackRock
New York
$3K
CL
135
Cabana LLC
Arkansas
$2K +$2.16K +84 New
GI
136
Gradient Investments
Minnesota
$1K -$264K -10,258 -100%
MFWM
137
Motley Fool Wealth Management
Virginia
-$19.8M -802,412 Closed
LF
138
LifeSteps Financial
California
-$1.87M -75,571 Closed
PCP
139
Proficio Capital Partners
Massachusetts
-$364K -14,245 Closed
NA
140
NewEdge Advisors
Louisiana
-$253K -10,247 Closed
MWM
141
MBE Wealth Management
Wisconsin
-$160K -6,492 Closed
MHR
142
Matthew Hamilton Rosenberg
-$145K -5,863 Closed
BII
143
Bainco International Investors
Massachusetts
-$94K -3,820 Closed
ASN
144
Advisory Services Network
Georgia
-$53K -2,160 Closed
PMFA
145
Plante Moran Financial Advisors
Michigan
-$6K -259 Closed
NFG
146
Next Financial Group
Texas
-$3K -110 Closed

IBDP Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2020, worth a combined $603M — up 18% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDP positions and 13 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $19.8M sold.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $603M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $39.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.