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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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182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170 → 182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36.1M
2
TFA
Tobias Financial Advisors
Florida
+$25.6M
3
EK
Evensky & Katz
Florida
+$12.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.53M
5
Bank of America
Bank of America
North Carolina
+$6.62M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
CI
Conning Inc
Connecticut
-$5.97M
3
PPWM
PFG Private Wealth Management
Florida
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.78M
5
MA
MCF Advisors
Kentucky
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Sunbelt Securities
Texas
$476K +$484K +18,590 New
RFC
127
Regions Financial Corp
Alabama
$447K -$71.9K -2,762 -14%
BHB
128
Bank Hapoalim BM
Israel
$447K – – –
RCAG
129
Rehmann Capital Advisory Group
Michigan
$439K -$65.5K -2,517 -13%
AM
130
Atwater Malick
Pennsylvania
$424K +$71.5K +2,746 +20%
APP
131
Avantax Planning Partners
Iowa
$423K – – –
W
132
WealthOne
New York
$420K +$365 +14 +0.1%
AAS
133
Ameritas Advisory Services
Nebraska
$415K +$416K +15,994 New
MGIA
134
Matthew Goff Investment Advisor
Texas
$412K -$89.6K -3,441 -18%
PA
135
Pinnacle Associates
New York
$405K – – –
KCM
136
Kathmere Capital Management
Pennsylvania
$404K +$1.33K +51 +0.3%
MCM
137
Mattern Capital Management
Colorado
$388K – – –
BMM
138
Buffington Mohr McNeal
Idaho
$386K +$388K +14,902 New
FNBOSM
139
First National Bank of South Miami
Florida
$373K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$360K – – –
HH
141
Hilltop Holdings
Texas
$359K -$1.34M -51,304 -79%
EIA
142
Eldridge Investment Advisors
New Hampshire
$353K +$79.6K +3,058 +29%
SWPG
143
Strategic Wealth Partners Group
Illinois
$346K – – –
CCP
144
Cassia Capital Partners
North Carolina
$343K +$344K +13,225 New
PCG
145
Private Capital Group
Connecticut
$335K -$143K -5,478 -30%
MML Investors Services
146
MML Investors Services
Massachusetts
$331K -$42K -1,613 -11%
NG
147
Northstar Group
New York
$296K – – –
4FG
148
4Thought Financial Group
New York
$294K +$39.9K +1,532 +16%
RBC
149
Roble Belko & Company
Pennsylvania
$270K – – –
PAS
150
Park Avenue Securities
New York
$264K +$265K +10,165 New
4 5
6
7 8

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.