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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$24.1M
2
ACA
Aptus Capital Advisors
Alabama
+$22.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$22.4M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$22.2M
5
CIM
Confluence Investment Management
Missouri
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$1.85M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$1.25M
3
OMC
Old Mission Capital
Illinois
-$504K
4
FTUS
Flow Traders U.S.
New York
-$415K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$133K – – –
HI
153
Harbour Investments
Wisconsin
$105K +$76.1K +2,892 +260%
PB
154
Pinnacle Bancorp
Nebraska
$92K – – –
GWM
155
Geneos Wealth Management
Colorado
$75K +$41.7K +1,584 +122%
HNB
156
Huntington National Bank
Ohio
$73K – – –
TCM
157
TD Capital Management
Tennessee
$54K +$237 +9 +0.4%
SNT
158
Security National Trust
West Virginia
$53K – – –
PP
159
Prosperity Planning
Missouri
$50K – – –
RIM
160
Rockbridge Investment Management
New York
$45K – – –
MWM
161
Mascoma Wealth Management
New Hampshire
$45K +$44.8K +1,702 New
FRA
162
Front Row Advisors
California
$43K – – –
ANBT
163
American National Bank & Trust
Texas
$41K +$40.9K +1,555 New
William Blair & Company
164
William Blair & Company
Illinois
$39K – – –
JP Morgan Chase
165
JP Morgan Chase
New York
$35K -$89.2K -3,389 -72%
FGAM
166
Financial Gravity Asset Management
Texas
$26K -$342 -13 -2%
FWP
167
FAS Wealth Partners
Kansas
$24K – – –
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$21.3K +$21.3K +810 New
SFC
169
SYM Financial Corp
Indiana
$8K +$8.48K +322 New
IWA
170
IBEX Wealth Advisors
New Jersey
$4K +$4.4K +167 New
BlackRock
171
BlackRock
New York
$3K +$3.45K +131 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$1K -$316 -12 -31%
NFG
173
Next Financial Group
Texas
$1K – – –
OMC
174
Old Mission Capital
Illinois
– -$504K -19,099 Closed
FTUS
175
Flow Traders U.S.
New York
– -$415K -15,745 Closed
4 5 6
7
8

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.