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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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 84

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$209M)

2% more funds holding

Funds holding: 282 → 287 (+5)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
287
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$149M
2
EWA
EP Wealth Advisors
California
+$49.8M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
MFG
Merit Financial Group
Georgia
+$8.28M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
CIM
Corda Investment Management
Texas
-$24M
3
SAM
Simplify Asset Management
Nevada
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$8.83M
5
Wells Fargo
Wells Fargo
California
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
CGN Advisors
Kansas
$1.37M +$115K +4,662 +9%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$1.35M +$615K +25,010 +84%
RFC
153
Regions Financial Corp
Alabama
$1.33M +$133K +5,395 +11%
CCM
154
Coldstream Capital Management
Washington
$1.33M +$115K +4,670 +9%
WANY
155
Wealthspire Advisors (New York)
New York
$1.29M -$6.15K -250 -0.5%
AFP
156
Alpha Financial Partners
Kentucky
$1.26M +$1.26M +51,161 New
BEI
157
Benjamin Edwards Inc
Missouri
$1.24M +$11.6K +471 +0.9%
HNB
158
Huntington National Bank
Ohio
$1.24M – – –
EWS
159
Evergreen Wealth Solutions
Pennsylvania
$1.22M +$46.9K +1,906 +4%
EW
160
Element Wealth
Mississippi
$1.18M +$113K +4,584 +11%
HIA
161
Harbor Investment Advisory
Maryland
$1.17M +$11.6K +471 +1%
MMHP
162
Murphy Middleton Hinkle & Parker
Georgia
$1.16M -$136K -5,535 -10%
4WM
163
4J Wealth Management
Virginia
$1.16M +$596K +24,243 +106%
VA
164
Valmark Advisers
Ohio
$1.11M – – –
GVAG
165
Great Valley Advisor Group
Delaware
$1.11M +$762 +31 +0.1%
Corient Private Wealth
166
Corient Private Wealth
Florida
$1.09M – – –
KFAA
167
Klaas Financial Asset Advisors
Illinois
$1.09M +$783K +31,855 +256%
PFM
168
Phillips Financial Management
Indiana
$1.08M +$11.8K +479 +1%
RBC
169
Roble Belko & Company
Pennsylvania
$1.04M +$210K +8,536 +25%
MCCA
170
Mill Creek Capital Advisors
Pennsylvania
$1.03M +$7.5K +305 +0.7%
MA
171
Mutual Advisors
Nebraska
$993K +$992K +40,342 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$991K -$40.7K -1,654 -4%
BC
173
Barrett & Company
Rhode Island
$988K +$42.5K +1,727 +4%
LNC
174
Lincoln National Corp
Pennsylvania
$981K +$980K +39,863 New
SWM
175
Stockman Wealth Management
Montana
$962K -$351K -14,281 -27%
5 6
7
8 9

IBDP Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.

  • 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.