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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$1.42M -$689K -28,266 -33%
SPC
127
Sigma Planning Corp
Michigan
$1.38M +$691K +28,365 +101%
MML Investors Services
128
MML Investors Services
Massachusetts
$1.36M +$646K +26,498 +91%
MMHP
129
Murphy Middleton Hinkle & Parker
Georgia
$1.34M -$10.8K -445 -0.8%
CPIA
130
Cornell Pochily Investment Advisors
New York
$1.32M +$225K +9,221 +20%
WANY
131
Wealthspire Advisors (New York)
New York
$1.31M +$836K +34,319 +179%
GGI
132
Godsey & Gibb Inc
Virginia
$1.3M +$1.3M +53,410 New
FNB
133
Farmers National Bank
Kentucky
$1.29M +$122K +5,026 +10%
SWM
134
Stockman Wealth Management
Montana
$1.24M +$1.24M +50,898 New
HNB
135
Huntington National Bank
Ohio
$1.23M
BEI
136
Benjamin Edwards Inc
Missouri
$1.15M -$1.97K -81 -0.2%
HIA
137
Harbor Investment Advisory
Maryland
$1.15M +$820K +33,673 +252%
CCM
138
Coldstream Capital Management
Washington
$1.14M +$1.14M +46,628 New
GVAG
139
Great Valley Advisor Group
Delaware
$1.14M +$95.7K +3,929 +9%
B
140
Bellecapital
Switzerland
$1.12M
BWM
141
BerganKDV Wealth Management
Minnesota
$1.07M +$176K +7,242 +20%
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$1.05M +$8.11K +333 +0.8%
BAM
143
Belpointe Asset Management
Nevada
$1.05M -$12.9K -530 -1%
PAG
144
Private Advisor Group
New Jersey
$1.02M -$376K -15,420 -7%
MCCA
145
Mill Creek Capital Advisors
Pennsylvania
$1.01M +$1M +41,224 New
RFC
146
Regions Financial Corp
Alabama
$990K +$42.2K +1,731 +4%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$970K -$325K -13,328 -25%
CW
148
CreativeOne Wealth
Kansas
$944K +$556K +22,805 +144%
CFG
149
Carr Financial Group
Massachusetts
$914K +$912K +37,442 New
NC
150
NovaPoint Capital
Georgia
$908K -$1.43M -58,693 -61%

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.