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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $812M → $905M (+$92.8M)

7% more funds holding

Funds holding: 156167 (+11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
21
Increased
87
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$102K +$5.75K +217 +6%
PB
152
Pinnacle Bancorp
Nebraska
$93K
RG
153
Retirement Group
California
$88K -$3.71K -140 -4%
EP
154
Eudaimonia Partners
Tennessee
$54K
SNT
155
Security National Trust
West Virginia
$53K
TCM
156
TD Capital Management
Tennessee
$53K +$185 +7 +0.3%
PP
157
Prosperity Planning
Missouri
$50K
RIM
158
Rockbridge Investment Management
New York
$45K
MWM
159
Mascoma Wealth Management
New Hampshire
$45K +$45.1K +1,702 New
KPCM
160
Kings Point Capital Management
New York
$44K -$16.5K -623 -27%
FRA
161
Front Row Advisors
California
$43K +$19.9K +750 +84%
William Blair & Company
162
William Blair & Company
Illinois
$40K
GWM
163
Geneos Wealth Management
Colorado
$34K
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$32K +$32.2K +1,214 New
HI
165
Harbour Investments
Wisconsin
$29K +$28.8K +1,087 New
FWP
166
FAS Wealth Partners
Kansas
$24K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$12K
AWA
168
Arkadios Wealth Advisors
Georgia
$3K +$3.05K +115 New
MIH
169
Meitav Investment House
Israel
$1.34K +$537K +20,285 +66%
NFG
170
Next Financial Group
Texas
$1K
TCOK
171
Trust Company of Kansas
Kansas
-$13.9M -521,213 Closed
ABC
172
Associated Banc-Corp
Wisconsin
-$936K -35,231 Closed
NA
173
Navellier & Associates
Nevada
-$258K -9,715 Closed
TTWM
174
TCV Trust & Wealth Management
Virginia
-$205K -7,700 Closed
TPWA
175
TRUE Private Wealth Advisors
Oregon
-$202K -7,607 Closed

IBDP Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.

The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.

  • 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.