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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

166 hedge funds and large institutions have $960M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $905M → $960M (+$54.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 167166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
86
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$124K -$573K -21,699 -82%
PB
152
Pinnacle Bancorp
Nebraska
$93K
HNB
153
Huntington National Bank
Ohio
$74K
TCM
154
TD Capital Management
Tennessee
$54K +$238 +9 +0.4%
SNT
155
Security National Trust
West Virginia
$53K
PP
156
Prosperity Planning
Missouri
$50K
RIM
157
Rockbridge Investment Management
New York
$45K
FRA
158
Front Row Advisors
California
$43K
William Blair & Company
159
William Blair & Company
Illinois
$40K
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$40K +$8K +303 +25%
GWM
161
Geneos Wealth Management
Colorado
$34K
HI
162
Harbour Investments
Wisconsin
$29K +$660 +25 +2%
FGAM
163
Financial Gravity Asset Management
Texas
$26K +$16.7K +634 New
FWP
164
FAS Wealth Partners
Kansas
$24K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$12K
SB
166
Strategic Blueprint
Georgia
$10K +$10.3K +389 New
AWA
167
Arkadios Wealth Advisors
Georgia
$3K
LWP
168
Lumature Wealth Partners
Georgia
$3K +$2.61K +99 New
NFG
169
Next Financial Group
Texas
$1K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$1K +$977 +37 +1,850%
CAAS
171
Capital Asset Advisory Services
Michigan
$1K +$1.16K +44 New
GGI
172
Godsey & Gibb Inc
Virginia
-$4.1M -155,195 Closed
CIM
173
Confluence Investment Management
Missouri
-$872K -33,031 Closed
FNB
174
Farmers National Bank
Kentucky
-$697K -26,414 Closed
KF
175
Krilogy Financial
Missouri
-$626K -23,730 Closed

IBDP Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2021, worth a combined $960M — up 6% from $905M a quarter earlier.

Fund positioning in IBDP was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 86 added to existing stakes and 35 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.22M.

  • 166 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $960M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2021, up 6% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2021 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2021.