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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

166 hedge funds and large institutions have $960M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $905M → $960M (+$54.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 167166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
86
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$366K -$29.9K -1,133 -8%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$355K
AFM
128
Andesa Financial Management
Pennsylvania
$330K +$119K +4,500 +56%
AM
129
Atwater Malick
Pennsylvania
$318K +$100K +3,791 +46%
CCA
130
Childress Capital Advisors
Texas
$286K
EIA
131
Eldridge Investment Advisors
New Hampshire
$278K +$79 +3 +0%
RBC
132
Roble Belko & Company
Pennsylvania
$274K
WGCA
133
Wolf Group Capital Advisors
Virginia
$267K -$43K -1,630 -14%
LWM
134
Laidlaw Wealth Management
New York
$251K
PCIA
135
Prime Capital Investment Advisors
Kansas
$250K +$250K +9,470 New
SMC
136
Smith, Moore & Co
Missouri
$242K -$51.3K -1,944 -17%
Wolverine Trading
137
Wolverine Trading
Illinois
$240K -$75.3K -2,852 -24%
IWS
138
Insight Wealth Strategies
California
$235K +$235K +8,907 New
RCA
139
Resonant Capital Advisors
Wisconsin
$219K +$219K +8,292 New
MA
140
MONECO Advisors
Connecticut
$216K
RJT
141
Raymond James Trust
Florida
$213K
BEI
142
Benjamin Edwards Inc
Missouri
$209K -$223K -8,456 -52%
SAG
143
Spotlight Asset Group
Illinois
$208K
PLFAM
144
Pineno Levin & Ford Asset Management
Virginia
$200K
VNA
145
Valley National Advisers
Pennsylvania
$190K +$370 +14 +0.2%
NSB
146
Norway Savings Bank
Maine
$183K -$15.8K -600 -8%
4FG
147
4Thought Financial Group
New York
$163K +$3.06K +116 +2%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K
SPIA
149
Steward Partners Investment Advisory
New York
$134K -$137K -5,206 -51%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$127K

IBDP Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2021, worth a combined $960M — up 6% from $905M a quarter earlier.

Fund positioning in IBDP was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 86 added to existing stakes and 35 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.22M.

  • 166 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $960M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2021, up 6% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2021 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2021.