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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$40K +$39.7K +1,500 New
GWM
152
Geneos Wealth Management
Colorado
$34K
FWP
153
FAS Wealth Partners
Kansas
$24K
FRA
154
Front Row Advisors
California
$24K
MCM
155
MV Capital Management
Maryland
$13K +$13.3K +503 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$12K
SIAG
157
Safeguard Investment Advisory Group
California
$7K +$7.14K +270 New
NFG
158
Next Financial Group
Texas
$1K
VWA
159
V Wealth Advisors
Kansas
-$527K -19,926 Closed
COF
160
Capital One Financial
Virginia
-$432K -16,317 Closed
MG
161
Mather Group
Illinois
-$389K -14,707 Closed
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
-$293K -11,063 Closed
FTUS
163
Flow Traders U.S.
New York
-$235K -8,883 Closed
ASN
164
Advisory Services Network
Georgia
-$80.5K -3,040 Closed
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
-$67K -2,545 Closed
FHA
166
Flagship Harbor Advisors
Massachusetts
-$62K -2,375 Closed
HI
167
Hudock Inc
Pennsylvania
-$20K -787 Closed
BlackRock
168
BlackRock
New York
-$3K -129 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
+$26 +1 New
Citigroup
170
Citigroup
New York
+$106 +4 New

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.