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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Valley Wealth Managers
New Jersey
$1.87M -$12.7K -508 -0.7%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.87M -$144K -5,736 -7%
CIA
153
Covington Investment Advisors
Pennsylvania
$1.85M +$22.7K +905 +1%
QFA
154
Quantum Financial Advisors
California
$1.83M -$357K -14,247 -16%
OMC
155
Old Mission Capital
Illinois
$1.81M +$1.81M +72,203 New
SP
156
Stonebrook Private
Michigan
$1.8M +$388K +15,488 +28%
4WM
157
4J Wealth Management
Virginia
$1.69M -$3.26K -130 -0.2%
AG
158
AlTi Global
New York
$1.59M +$1.51M +60,300 +2,015%
NB
159
Northwest Bancshares
Pennsylvania
$1.58M -$91K -3,632 -5%
AWM
160
Alterna Wealth Management
Texas
$1.56M +$798K +31,860 +106%
KFAA
161
Klaas Financial Asset Advisors
Illinois
$1.55M +$178K +7,116 +13%
SF
162
Safeguard Financial
Wisconsin
$1.54M +$540K +21,554 +54%
FNT
163
First National Trust
Pennsylvania
$1.46M +$8.64K +345 +0.6%
PCIA
164
Prime Capital Investment Advisors
Kansas
$1.45M -$93.8K -3,743 -6%
CSPAM
165
Cary Street Partners Asset Management
Virginia
$1.42M -$484K -19,334 -26%
AI
166
Atria Investments
North Carolina
$1.41M -$858K -34,229 -38%
FNB
167
Farmers National Bank
Kentucky
$1.4M -$10.8K -431 -0.8%
BSG
168
Black Swift Group
Colorado
$1.38M +$147K +5,865 +12%
APW
169
Austin Private Wealth
Texas
$1.37M +$123K +4,916 +10%
CA
170
CGN Advisors
Kansas
$1.36M +$156K +6,235 +13%
SB
171
Strategic Blueprint
Georgia
$1.36M -$104K -4,163 -7%
MML Investors Services
172
MML Investors Services
Massachusetts
$1.34M -$52.7K -2,104 -4%
IF
173
Ironwood Financial
Arizona
$1.34M -$514K -20,530 -28%
HIA
174
Harbor Investment Advisory
Maryland
$1.33M +$78.2K +3,122 +6%
RWP
175
Reliant Wealth Planning
Kentucky
$1.31M +$638K +25,466 +96%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.