iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
360 hedge funds and large institutions have $1.95B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 124 reducing their positions, and 29 closing their positions.
55% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 29
20% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 124
3% more funds holding
Funds holding: 350 → 360 (+10)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
12% less capital invested
Capital invested by funds: $2.22B → $1.95B (-$275M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$9.29M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.19M |
| 3 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$5.56M |
| 4 |
Jane Street
New York
|
+$5.03M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$93.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$33.4M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$32.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30.3M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$26.1M |
IBDP Hedge Fund Activity: Q1 2024 in Review
360 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2024, worth a combined $1.95B — down 12% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IBDP positions and 29 closed out — a net gain of 16 holders — while 149 added to existing stakes and 124 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $93.8M.
- 360 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2024, up from 350 in Q4 2023.
- Funds reported $1.95B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 45 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2024 and 29 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2024 was HM Payson & Co, an estimated $9.29M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $93.8M sold.
Based on aggregated 13F filings for Q1 2024.