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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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142 hedge funds and large institutions have $645M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $603M → $645M (+$41.2M)

7% more funds holding

Funds holding: 133 → 142 (+9)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
19
Increased
75
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$13.4M
2
US Bancorp
US Bancorp
Minnesota
+$6.31M
3
UBS Group
UBS Group
Switzerland
+$6.3M
4
Morgan Stanley
Morgan Stanley
New York
+$5.84M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.86M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.91M
2
SIC
Sigma Investment Counselors
Michigan
-$6.95M
3
PAG
Private Advisor Group
New Jersey
-$3.02M
4
Jane Street
Jane Street
New York
-$830K
5
Citadel Advisors
Citadel Advisors
Florida
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
126
Benjamin Edwards Inc
Missouri
$134K +$20.6K +779 +18%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K – – –
ASN
128
Advisory Services Network
Georgia
$80K +$80.5K +3,040 New
FNBOSM
129
First National Bank of South Miami
Florida
$69K -$76.2K -2,879 -52%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$67K +$67.4K +2,545 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$62K – – –
KPCM
132
Kings Point Capital Management
New York
$61K +$60.6K +2,289 New
RG
133
Retirement Group
California
$55K +$40.8K +1,543 +279%
EP
134
Eudaimonia Partners
Tennessee
$54K +$54.5K +2,060 New
SNT
135
Security National Trust
West Virginia
$53K – – –
TCM
136
TD Capital Management
Tennessee
$53K +$318 +12 +0.6%
RIM
137
Rockbridge Investment Management
New York
$45K +$45.1K +1,704 New
GWM
138
Geneos Wealth Management
Colorado
$34K -$5.29K -200 -13%
PB
139
Pinnacle Bancorp
Nebraska
$28K – – –
FWP
140
FAS Wealth Partners
Kansas
$24K – – –
FRA
141
Front Row Advisors
California
$24K +$794 +30 +3%
HI
142
Hudock Inc
Pennsylvania
$20K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
BlackRock
144
BlackRock
New York
$3K – – –
FCA
145
FinTrust Capital Advisors
South Carolina
$1.66K +$490K +18,509 +42%
NFG
146
Next Financial Group
Texas
$1K +$1.46K +55 New
Citadel Advisors
147
Citadel Advisors
Florida
– -$737K -27,976 Closed
WAS
148
Wealth Advisory Solutions
Indiana
– -$350K -13,281 Closed
PIMG
149
Patriot Investment Management Group
Tennessee
– -$132K -5,025 Closed
CAN
150
Cetera Advisor Networks
California
– -$114K -4,313 Closed
3 4 5
6
7

IBDP Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2020, worth a combined $645M — up 6.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDP positions and 8 closed out — a net gain of 11 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $9.91M.

  • 142 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $645M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2020 and 8 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2020 was Wells Fargo, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2020.