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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$487K +$489K +19,684 New
AAS
152
Avantax Advisory Services
Texas
$471K +$474K +19,050 New
MML Investors Services
153
MML Investors Services
Massachusetts
$452K +$133K +5,335 +41%
AAS
154
Ameritas Advisory Services
Nebraska
$451K -$13.8K -556 -3%
BI
155
Bramshill Investments
Florida
$442K +$444K +17,864 New
MCM
156
Mattern Capital Management
Colorado
$429K +$57.5K +2,312 +15%
WS
157
Wedbush Securities
California
$429K +$162K +6,500 +60%
MWM
158
Maltin Wealth Management
New Jersey
$413K +$415K +16,671 New
APP
159
Avantax Planning Partners
Iowa
$412K
W
160
WealthOne
New York
$402K +$274 +11 +0.1%
VWA
161
Visionary Wealth Advisors
Illinois
$389K -$433K -17,432 -53%
KCM
162
Kathmere Capital Management
Pennsylvania
$388K +$1.02K +41 +0.3%
EIA
163
Eldridge Investment Advisors
New Hampshire
$378K +$1.49K +60 +0.4%
MGIA
164
Matthew Goff Investment Advisor
Texas
$375K -$4.2K -169 -1%
KFAA
165
Klaas Financial Asset Advisors
Illinois
$373K -$71.2K -2,864 -16%
IA
166
IFG Advisory
Georgia
$367K -$352K -14,156 -49%
HH
167
Hilltop Holdings
Texas
$360K
PA
168
Pinnacle Associates
New York
$351K
FNBOSM
169
First National Bank of South Miami
Florida
$345K -$11.2K -450 -3%
BCPWM
170
Bradley & Co Private Wealth Management
Florida
$338K -$54.9K -2,208 -14%
SWPG
171
Strategic Wealth Partners Group
Illinois
$330K
CCP
172
Cassia Capital Partners
North Carolina
$327K
HLOC
173
H.L. Ormond & Company
North Carolina
$316K -$285K -11,452 -47%
JAG
174
Journey Advisory Group
Kentucky
$305K +$305K +12,274 New
IF
175
IRON Financial
Illinois
$301K +$303K +12,180 New

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.