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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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170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$24.1M
2
ACA
Aptus Capital Advisors
Alabama
+$22.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$22.4M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$22.2M
5
CIM
Confluence Investment Management
Missouri
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$1.85M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$1.25M
3
OMC
Old Mission Capital
Illinois
-$504K
4
FTUS
Flow Traders U.S.
New York
-$415K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
126
Kathmere Capital Management
Pennsylvania
$409K +$1.03K +39 +0.3%
SWM
127
Segment Wealth Management
Texas
$401K +$15.8K +600 +4%
AIC
128
Ameritas Investment Company
Nebraska
$398K +$206K +7,812 +107%
MCM
129
Mattern Capital Management
Colorado
$393K – – –
MML Investors Services
130
MML Investors Services
Massachusetts
$378K -$1.92K -73 -0.5%
FNBOSM
131
First National Bank of South Miami
Florida
$378K – – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$365K – – –
AM
133
Atwater Malick
Pennsylvania
$357K +$40.3K +1,529 +13%
SWPG
134
Strategic Wealth Partners Group
Illinois
$350K +$351K +13,332 New
BPA
135
Beacon Pointe Advisors
California
$307K -$322K -12,235 -51%
CCA
136
Childress Capital Advisors
Texas
$285K – – –
EIA
137
Eldridge Investment Advisors
New Hampshire
$277K +$79 +3 +0%
RBC
138
Roble Belko & Company
Pennsylvania
$274K – – –
WGCA
139
Wolf Group Capital Advisors
Virginia
$273K +$6.24K +237 +2%
WCM
140
Windsor Capital Management
Arizona
$259K +$260K +9,880 New
4FG
141
4Thought Financial Group
New York
$258K +$95.7K +3,634 +59%
LWM
142
Laidlaw Wealth Management
New York
$250K – – –
SMC
143
Smith, Moore & Co
Missouri
$242K +$1.08K +41 +0.4%
IWS
144
Insight Wealth Strategies
California
$229K -$5.63K -214 -2%
RCA
145
Resonant Capital Advisors
Wisconsin
$218K – – –
MA
146
MONECO Advisors
Connecticut
$216K – – –
RJT
147
Raymond James Trust
Florida
$213K – – –
PLFAM
148
Pineno Levin & Ford Asset Management
Virginia
$200K – – –
VNA
149
Valley National Advisers
Pennsylvania
$190K +$316 +12 +0.2%
NSB
150
Norway Savings Bank
Maine
$183K – – –
4 5
6
7 8

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.