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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
126
Guidance Point Advisors
Massachusetts
$487K +$495K +19,423 New
BPA
127
Beacon Pointe Advisors
California
$472K +$245K +9,618 +105%
AAS
128
Ameritas Advisory Services
Nebraska
$471K +$70.6K +2,771 +17%
DWT
129
Dorsey & Whitney Trust
South Dakota
$459K +$466K +18,300 New
KFAA
130
Klaas Financial Asset Advisors
Illinois
$450K -$86.9K -3,410 -16%
NG
131
Northstar Group
New York
$429K
AM
132
Atwater Malick
Pennsylvania
$420K +$10.1K +398 +2%
APP
133
Avantax Planning Partners
Iowa
$418K +$8.53K +335 +2%
W
134
WealthOne
New York
$407K +$178 +7 +0%
BCPWM
135
Bradley & Co Private Wealth Management
Florida
$399K -$142K -5,591 -26%
KCM
136
Kathmere Capital Management
Pennsylvania
$392K +$662 +26 +0.2%
MGIA
137
Matthew Goff Investment Advisor
Texas
$385K -$14.2K -558 -4%
EIA
138
Eldridge Investment Advisors
New Hampshire
$381K +$40.4K +1,586 +12%
MCM
139
Mattern Capital Management
Colorado
$378K +$1.99K +78 +0.5%
HH
140
Hilltop Holdings
Texas
$365K +$17.8K +700 +5%
FNBOSM
141
First National Bank of South Miami
Florida
$361K
PA
142
Pinnacle Associates
New York
$356K -$35.7K -1,400 -9%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$348K
IF
144
Ironwood Financial
Arizona
$336K +$341K +13,405 New
SWPG
145
Strategic Wealth Partners Group
Illinois
$335K
CCP
146
Cassia Capital Partners
North Carolina
$332K
MML Investors Services
147
MML Investors Services
Massachusetts
$325K +$4.1K +161 +1%
DADC
148
D.A. Davidson & Co
Montana
$307K -$936K -36,750 -75%
4FG
149
4Thought Financial Group
New York
$290K +$5.02K +197 +2%
AWE
150
Avidian Wealth Enterprises
Texas
$287K +$291K +11,431 New

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.