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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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224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187 → 224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.9M
3
GT
Glenview Trust
Kentucky
+$14.8M
4
NA
NewEdge Advisors
Louisiana
+$13.1M
5
WCM
Windsor Capital Management
Arizona
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$174M
2
EK
Evensky & Katz
Florida
-$33.5M
3
CIA
Capital Investment Advisors
Georgia
-$30.6M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$19.2M
5
Stifel Financial
Stifel Financial
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
126
Benjamin Edwards Inc
Missouri
$861K +$148K +5,960 +21%
BPA
127
Beacon Pointe Advisors
California
$816K +$356K +14,336 +76%
CWA
128
Consilio Wealth Advisors
Washington
$813K +$3.68K +148 +0.5%
CWA
129
Choice Wealth Advisors
Maine
$813K +$817K +32,845 New
FIB
130
First Interstate Bank
Montana
$798K +$801K +32,224 New
CIAS
131
CFS Investment Advisory Services
New Jersey
$794K -$19.2M -773,842 -96%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$789K +$793K +31,890 New
WFA
133
Wells Financial Advisors
Massachusetts
$771K – – –
AMM
134
American Money Management
California
$757K -$23.3K -936 -3%
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$728K – – –
HNB
136
Huntington National Bank
Ohio
$678K – – –
LF
137
Lee Financial
Texas
$666K – – –
Renaissance Technologies
138
Renaissance Technologies
New York
$665K +$668K +26,860 New
SI
139
Stephens Inc
Arkansas
$639K – – –
BSAM
140
Blue Square Asset Management
New York
$638K +$641K +25,774 New
ATPW
141
Ashton Thomas Private Wealth
Arizona
$624K +$627K +25,217 New
DSA
142
Droms Strauss Advisors
Missouri
$614K +$617K +24,796 New
SS
143
Sunbelt Securities
Texas
$586K +$88.8K +3,571 +18%
MSFS
144
Main Street Financial Solutions
Pennsylvania
$583K +$42.3K +1,700 +8%
CIA
145
Covington Investment Advisors
Pennsylvania
$554K – – –
AM
146
Atwater Malick
Pennsylvania
$544K +$130K +5,235 +31%
FPS
147
Fieldpoint Private Securities
Connecticut
$542K – – –
GPA
148
Guidance Point Advisors
Massachusetts
$532K +$51.9K +2,089 +11%
SWM
149
Segment Wealth Management
Texas
$506K – – –
ACM
150
Absolute Capital Management
Pennsylvania
$496K +$498K +20,040 New
4 5
6
7 8

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.