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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
151
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$1.17M +47,573 New
HIA
152
Harbor Investment Advisory
Maryland
$1.15M -$4.51K -184 -0.4%
SWA
153
Sax Wealth Advisors
New Jersey
$1.14M +$593K +24,175 +109%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$520K +21,181 +84%
B
155
Bellecapital
Switzerland
$1.13M
GVAG
156
Great Valley Advisor Group
Delaware
$1.1M -$40.2K -1,638 -4%
Corient Private Wealth
157
Corient Private Wealth
Florida
$1.09M
BWM
158
BerganKDV Wealth Management
Minnesota
$1.08M
PFM
159
Phillips Financial Management
Indiana
$1.07M +$1.06M +43,397 New
EW
160
Element Wealth
Mississippi
$1.07M +$651K +26,545 +158%
AA
161
Alesco Advisors
New York
$1.03M -$1.18M -48,070 -53%
TF
162
Tompkins Financial
New York
$1.03M -$1.18M -48,070 -53%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1.03M +$53.2K +2,170 +5%
MCCA
164
Mill Creek Capital Advisors
Pennsylvania
$1.02M +$4.91K +200 +0.5%
BSAM
165
Blue Square Asset Management
New York
$995K
BC
166
Barrett & Company
Rhode Island
$945K +$93.9K +3,829 +11%
NC
167
NovaPoint Capital
Georgia
$944K +$29.4K +1,197 +3%
CW
168
CreativeOne Wealth
Kansas
$925K -$25K -1,020 -3%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$917K +$774K +31,551 +550%
AIM
170
Arcadia Investment Management
Michigan
$909K
ECM
171
Exchange Capital Management
Michigan
$906K -$6.58K -268 -0.7%
CIAS
172
CFS Investment Advisory Services
New Jersey
$886K +$19.7K +803 +2%
DWT
173
Dorsey & Whitney Trust
South Dakota
$880K -$12.3K -500 -1%
LNC
174
Lincoln National Corp
Pennsylvania
$853K
SFO
175
Stokes Family Office
Louisiana
$836K

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.