We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182 → 187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$29.4M
2
EK
Evensky & Katz
Florida
+$22.6M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$19.6M
4
GA
Gateway Advisory
New Jersey
+$18.4M
5
ACA
Aptus Capital Advisors
Alabama
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
-$25.5M
2
UBS Group
UBS Group
Switzerland
-$9.33M
3
Jane Street
Jane Street
New York
-$4.6M
4
GGI
Godsey & Gibb Inc
Virginia
-$3.65M
5
KNW
Kesler Norman & Wride
Utah
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
151
Windsor Capital Management
Arizona
$283K +$288K +11,312 New
JLBC
152
J.L. Bainbridge & Co
Florida
$279K +$283K +11,128 New
WS
153
Wedbush Securities
California
$272K +$276K +10,850 New
PAS
154
Park Avenue Securities
New York
$265K +$9.68K +380 +4%
RBC
155
Roble Belko & Company
Pennsylvania
$261K – – –
WGCA
156
Wolf Group Capital Advisors
Virginia
$260K -$529K -20,756 -67%
PHIC
157
Pine Haven Investment Counsel
Massachusetts
$257K +$48.4K +1,900 +23%
LWM
158
Laidlaw Wealth Management
New York
$238K – – –
SMC
159
Smith, Moore & Co
Missouri
$234K +$713 +28 +0.3%
CGFA
160
Colton Groome Financial Advisors
North Carolina
$231K +$234K +9,200 New
AWC
161
Adamsbrown Wealth Consultants
Kansas
$223K – – –
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$222K +$225K +8,838 New
BONH
163
Bank of New Hampshire
New Hampshire
$213K +$217K +8,505 New
FPAS
164
Focus Partners Advisor Solutions
Missouri
$211K +$2.37K +93 +1%
OHWP
165
Oak Harbor Wealth Partners
North Carolina
$210K +$12.3K +481 +6%
TTWM
166
TCV Trust & Wealth Management
Virginia
$207K +$211K +8,275 New
VNA
167
Valley National Advisers
Pennsylvania
$201K +$280 +11 +0.1%
CFCI
168
Comprehensive Financial Consultants Institutional
Indiana
$200K – – –
NSB
169
Norway Savings Bank
Maine
$175K – – –
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K – – –
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$134K +$136K +5,326 New
SPIA
172
Steward Partners Investment Advisory
New York
$127K – – –
PB
173
Pinnacle Bancorp
Nebraska
$88K – – –
GWM
174
Geneos Wealth Management
Colorado
$72K – – –
PP
175
Prosperity Planning
Missouri
$48K – – –
5 6
7
8 9

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.