We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
Sanctuary Advisors
Indiana
– -$2.14M -84,891 Closed
SMC
127
Smith, Moore & Co
Missouri
– -$2.07M -82,074 Closed
GM
128
GeoWealth Management
Illinois
– -$2.06M -81,599 Closed
FFIC
129
First Fiduciary Investment Counsel
Ohio
– -$2.01M -79,665 Closed
ECM
130
Exchange Capital Management
Michigan
– -$2.01M -79,632 Closed
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
– -$2.01M -79,549 Closed
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
– -$1.38M -78,200 Closed
CTWM
133
Cherry Tree Wealth Management
Minnesota
– -$1.95M -77,179 Closed
PFM
134
Phillips Financial Management
Indiana
– -$1.94M -77,038 Closed
HCA
135
Heck Capital Advisors
Wisconsin
– -$1.93M -76,473 Closed
KPWS
136
Kestra Private Wealth Services
Texas
– -$1.9M -75,459 Closed
VWM
137
Valley Wealth Managers
New Jersey
– -$1.84M -73,045 Closed
CIA
138
Covington Investment Advisors
Pennsylvania
– -$1.83M -72,731 Closed
MIH
139
Meitav Investment House
Israel
– -$1.78M -70,706 Closed
CCM
140
Coldstream Capital Management
Washington
– -$1.77M -70,311 Closed
SPC
141
Sigma Planning Corp
Michigan
– -$1.75M -69,545 Closed
OPOWM
142
One Plus One Wealth Management
Florida
– -$1.75M -69,423 Closed
PCIA
143
Prime Capital Investment Advisors
Kansas
– -$1.67M -66,367 Closed
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
– -$1.67M -66,059 Closed
4WM
145
4J Wealth Management
Virginia
– -$1.66M -65,839 Closed
AG
146
AlTi Global
New York
– -$1.6M -63,292 Closed
AWM
147
Alterna Wealth Management
Texas
– -$1.56M -61,984 Closed
NB
148
Northwest Bancshares
Pennsylvania
– -$1.53M -60,639 Closed
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
– -$1.51M -59,922 Closed
AI
150
Atria Investments
North Carolina
– -$1.46M -57,830 Closed
4 5
6
7 8

IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.