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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Arcadia Investment Management
Michigan
$944K -$193K -7,800 -17%
CIAS
127
CFS Investment Advisory Services
New Jersey
$934K +$22.3M +902,129 +2,813%
DWT
128
Dorsey & Whitney Trust
South Dakota
$928K -$143K -5,800 -13%
ECM
129
Exchange Capital Management
Michigan
$900K -$7.65K -310 -0.8%
BWM
130
BerganKDV Wealth Management
Minnesota
$894K -$42.7K -1,730 -4%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$884K -$1.66M -67,114 -65%
MWM
132
Maltin Wealth Management
New Jersey
$874K +$475K +19,238 +115%
FIB
133
First Interstate Bank
Montana
$858K +$74.3K +3,010 +9%
BC
134
Barrett & Company
Rhode Island
$845K +$854K +34,588 New
BSAM
135
Blue Square Asset Management
New York
$841K +$217K +8,773 +34%
SFO
136
Stokes Family Office
Louisiana
$828K -$61.7K -2,500 -7%
CWA
137
Consilio Wealth Advisors
Washington
$804K +$4K +162 +0.5%
RBC
138
Roble Belko & Company
Pennsylvania
$772K +$526K +21,290 +205%
AMM
139
American Money Management
California
$745K +$272 +11 +0%
ST
140
Spinnaker Trust
Maine
$742K -$184K -7,472 -20%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$716K
MML Investors Services
142
MML Investors Services
Massachusetts
$711K +$270K +10,921 +60%
SPC
143
Sigma Planning Corp
Michigan
$683K +$206K +8,360 +42%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$674K +$61.1K +2,475 +10%
HNB
145
Huntington National Bank
Ohio
$667K
CWM
146
Curi Wealth Management
North Carolina
$665K +$674K +27,306 New
LF
147
Lee Financial
Texas
$656K
MSFS
148
Main Street Financial Solutions
Pennsylvania
$654K +$81.1K +3,287 +14%
KPWS
149
Kestra Private Wealth Services
Texas
$639K -$1.98M -80,290 -75%
SI
150
Stephens Inc
Arkansas
$629K

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.