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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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156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142 → 156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$29.2M
2
Bank of America
Bank of America
North Carolina
+$20.6M
3
SIC
Sigma Investment Counselors
Michigan
+$12.1M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$9.15M
5
Morgan Stanley
Morgan Stanley
New York
+$8.55M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.57M
2
FBB
Fulton Breakefield Broenniman
Maryland
-$893K
3
VWA
V Wealth Advisors
Kansas
-$527K
4
COF
Capital One Financial
Virginia
-$432K
5
MG
Mather Group
Illinois
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
126
Laidlaw Wealth Management
New York
$253K – – –
MA
127
MONECO Advisors
Connecticut
$218K – – –
RJT
128
Raymond James Trust
Florida
$215K – – –
AIC
129
Ameritas Investment Company
Nebraska
$210K -$19.7K -746 -9%
SAG
130
Spotlight Asset Group
Illinois
$210K – – –
TTWM
131
TCV Trust & Wealth Management
Virginia
$205K -$81.1K -3,065 -28%
TPWA
132
TRUE Private Wealth Advisors
Oregon
$202K -$200K -7,556 -50%
PLFAM
133
Pineno Levin & Ford Asset Management
Virginia
$202K – – –
NSB
134
Norway Savings Bank
Maine
$201K +$45.1K +1,705 +29%
BEI
135
Benjamin Edwards Inc
Missouri
$179K +$43.9K +1,660 +33%
SPIA
136
Steward Partners Investment Advisory
New York
$162K – – –
BBHC
137
Brown Brothers Harriman & Co
New York
$136K +$136K +5,123 New
VNA
138
Valley National Advisers
Pennsylvania
$126K +$126K +4,743 New
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K – – –
RG
140
Retirement Group
California
$97K +$36.7K +1,386 +66%
VFA
141
Valeo Financial Advisors
Indiana
$97K +$96.2K +3,634 New
PB
142
Pinnacle Bancorp
Nebraska
$93K +$65.1K +2,459 +234%
KFAA
143
Klaas Financial Asset Advisors
Illinois
$84K +$83.9K +3,172 New
PWC
144
PYA Waltman Capital
Tennessee
$77K +$76.2K +2,881 New
KPCM
145
Kings Point Capital Management
New York
$61K – – –
EP
146
Eudaimonia Partners
Tennessee
$55K – – –
TCM
147
TD Capital Management
Tennessee
$54K +$423 +16 +0.8%
BII
148
Bainco International Investors
Massachusetts
$54K +$52.9K +2,000 New
SNT
149
Security National Trust
West Virginia
$53K – – –
RIM
150
Rockbridge Investment Management
New York
$45K – – –
3 4 5
6
7

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.