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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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182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170 → 182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36.1M
2
TFA
Tobias Financial Advisors
Florida
+$25.6M
3
EK
Evensky & Katz
Florida
+$12.1M
4
Ameriprise
Ameriprise
Minnesota
+$8.53M
5
Bank of America
Bank of America
North Carolina
+$6.62M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
CI
Conning Inc
Connecticut
-$5.97M
3
PPWM
PFG Private Wealth Management
Florida
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.78M
5
MA
MCF Advisors
Kentucky
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
151
Huntington National Bank
Ohio
$254K – – –
LWM
152
Laidlaw Wealth Management
New York
$246K – – –
SMC
153
Smith, Moore & Co
Missouri
$241K +$1.35K +52 +0.6%
BPA
154
Beacon Pointe Advisors
California
$238K -$65.1K -2,501 -21%
AWC
155
Adamsbrown Wealth Consultants
Kansas
$231K +$232K +8,900 New
PHIC
156
Pine Haven Investment Counsel
Massachusetts
$217K +$217K +8,350 New
FPAS
157
Focus Partners Advisor Solutions
Missouri
$216K +$217K +8,320 New
E
158
ETFidea
New York
$214K +$215K +8,247 New
RJT
159
Raymond James Trust
Florida
$210K – – –
VNA
160
Valley National Advisers
Pennsylvania
$208K +$20.4K +784 +11%
GSWM
161
Greenup Street Wealth Management
Michigan
$205K +$206K +7,900 New
OHWP
162
Oak Harbor Wealth Partners
North Carolina
$205K +$206K +7,903 New
CFCI
163
Comprehensive Financial Consultants Institutional
Indiana
$204K +$209K +8,042 New
PG
164
Patten Group
Tennessee
$202K +$202K +7,773 New
NSB
165
Norway Savings Bank
Maine
$180K – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$131K – – –
SAS
168
Stelac Advisory Services
New York
$102K +$102K +3,925 New
PB
169
Pinnacle Bancorp
Nebraska
$91K – – –
GWM
170
Geneos Wealth Management
Colorado
$74K – – –
TCM
171
TD Capital Management
Tennessee
$53K +$312 +12 +0.6%
TC
172
TAP Consulting
Missouri
$53K +$53.5K +2,055 New
PP
173
Prosperity Planning
Missouri
$49K – – –
MWM
174
Mascoma Wealth Management
New Hampshire
$44K – – –
RIM
175
Rockbridge Investment Management
New York
$44K – – –
5 6
7
8 9

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.