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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$597K -$1.76M -71,171 -74%
GPA
152
Guidance Point Advisors
Massachusetts
$593K +$70.9K +2,872 +13%
ACIM
153
Azimuth Capital Investment Management
Michigan
$586K -$5.57M -225,630 -90%
VWA
154
Visionary Wealth Advisors
Illinois
$585K +$206K +8,332 +53%
CIA
155
Covington Investment Advisors
Pennsylvania
$571K +$26.2K +1,060 +5%
WFA
156
Wells Financial Advisors
Massachusetts
$551K -$211K -8,550 -27%
MCM
157
Mattern Capital Management
Colorado
$529K +$108K +4,357 +25%
BI
158
Bramshill Investments
Florida
$508K +$74.1K +3,000 +17%
SWM
159
Segment Wealth Management
Texas
$497K
SS
160
Sunbelt Securities
Texas
$482K -$95.3K -3,862 -16%
HLOC
161
H.L. Ormond & Company
North Carolina
$471K +$163K +6,594 +52%
WANY
162
Wealthspire Advisors (New York)
New York
$466K +$472K +19,125 New
SF
163
Safeguard Financial
Wisconsin
$464K +$470K +19,051 New
PIMG
164
Patriot Investment Management Group
Tennessee
$454K +$461K +18,660 New
AAS
165
Ameritas Advisory Services
Nebraska
$408K -$36.3K -1,469 -8%
APP
166
Avantax Planning Partners
Iowa
$406K
ACM
167
Absolute Capital Management
Pennsylvania
$405K -$84.5K -3,423 -17%
AM
168
Atwater Malick
Pennsylvania
$395K -$141K -5,726 -26%
W
169
WealthOne
New York
$395K +$296 +12 +0.1%
SB
170
Strategic Blueprint
Georgia
$395K +$400K +16,209 New
CA
171
Cetera Advisors
Colorado
$388K -$518K -20,969 -57%
IF
172
IRON Financial
Illinois
$386K +$90.6K +3,671 +30%
CW
173
CreativeOne Wealth
Kansas
$386K +$391K +15,850 New
KCM
174
Kathmere Capital Management
Pennsylvania
$382K +$1.09K +44 +0.3%
EIA
175
Eldridge Investment Advisors
New Hampshire
$378K +$6.76K +274 +2%

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.