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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
126
Princeton Global Asset Management
New Jersey
$2.61M +$1.78K +71 +0.1%
ABC
127
Associated Banc-Corp
Wisconsin
$2.61M -$83.3K -3,323 -3%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$384K +15,320 +18%
HH
129
Hilltop Holdings
Texas
$2.52M +$162K +6,470 +7%
SCA
130
Snowden Capital Advisors
New York
$2.42M
KPWS
131
Kestra Private Wealth Services
Texas
$2.33M +$92.2K +3,679 +4%
FWMM
132
Foundation Wealth Management (Missouri)
Missouri
$2.32M -$83.6K -3,337 -3%
ACS
133
Archford Capital Strategies
Illinois
$2.31M +$88.7K +3,542 +4%
PA
134
Parallel Advisors
California
$2.25M -$27.1K -1,080 -1%
BAM
135
Beaumont Asset Management
Texas
$2.25M +$865K +34,537 +63%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$2.2M -$397K -15,840 -15%
VA
137
Valmark Advisers
Ohio
$2.13M
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$2.12M -$682K -27,221 -24%
FFIC
139
First Fiduciary Investment Counsel
Ohio
$2.1M -$162K -6,450 -7%
PWP
140
Precedent Wealth Partners
Texas
$2.1M +$238K +9,486 +13%
SMC
141
Smith, Moore & Co
Missouri
$2.09M +$191K +7,603 +10%
MSWM
142
McGlone Suttner Wealth Management
Wisconsin
$2.04M -$228K -9,088 -10%
MIH
143
Meitav Investment House
Israel
$2.02M -$69.8K -2,786 -3%
CCM
144
Coldstream Capital Management
Washington
$2.02M -$19.5K -779 -1%
EWS
145
Evergreen Wealth Solutions
Pennsylvania
$1.98M +$267K +10,651 +16%
CTWM
146
Cherry Tree Wealth Management
Minnesota
$1.95M
PFM
147
Phillips Financial Management
Indiana
$1.94M -$320K -12,767 -14%
SPC
148
Sigma Planning Corp
Michigan
$1.91M -$18.8K -750 -1%
ECM
149
Exchange Capital Management
Michigan
$1.91M -$10.4K -416 -0.5%
GM
150
GeoWealth Management
Illinois
$1.88M +$209K +8,342 +13%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.