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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
$1.88M +$101K +4,099 +6%
NB
127
Northwest Bancshares
Pennsylvania
$1.86M +$27.9K +1,138 +2%
OAJ
128
Ogorek Anthony Joseph
New York
$1.74M +$1.73M +70,670 New
SAG
129
SageView Advisory Group
California
$1.65M +$57.3K +2,334 +4%
RWM
130
Ritholtz Wealth Management
New York
$1.6M -$1.93M -78,659 -55%
MAS
131
Madden Advisory Services
Florida
$1.59M +$9.57K +390 +0.6%
LB
132
Leo Brokerage
Texas
$1.56M +$1.56M +63,578 New
DE
133
Day & Ennis
Georgia
$1.55M +$1.52K +62 +0.1%
MML Investors Services
134
MML Investors Services
Massachusetts
$1.52M +$148K +6,038 +11%
RFN
135
Redwood Financial Network
Ohio
$1.45M +$4.27K +174 +0.3%
FNB
136
Farmers National Bank
Kentucky
$1.4M +$99.3K +4,046 +8%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$1.37M +$316K +12,869 +30%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$1.36M -$69.9K -2,850 -5%
CPIA
139
Cornell Pochily Investment Advisors
New York
$1.35M +$19.1K +777 +1%
CIA
140
Covington Investment Advisors
Pennsylvania
$1.35M +$524K +21,350 +64%
SWM
141
Stockman Wealth Management
Montana
$1.31M +$60.7K +2,473 +5%
WANY
142
Wealthspire Advisors (New York)
New York
$1.3M -$14.9K -606 -1%
MMHP
143
Murphy Middleton Hinkle & Parker
Georgia
$1.3M -$48.4K -1,972 -4%
SAM
144
Security Asset Management
New York
$1.29M
IF
145
Ironwood Financial
Arizona
$1.28M +$459K +18,729 +56%
CA
146
CGN Advisors
Kansas
$1.25M -$2.6M -105,805 -68%
HNB
147
Huntington National Bank
Ohio
$1.24M
BEI
148
Benjamin Edwards Inc
Missouri
$1.23M +$70.9K +2,892 +6%
CCM
149
Coldstream Capital Management
Washington
$1.21M +$64.1K +2,613 +6%
RFC
150
Regions Financial Corp
Alabama
$1.2M +$203K +8,265 +20%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.