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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
151
One Plus One Wealth Management
Florida
$1.75M +$800K +31,822 +85%
PCIA
152
Prime Capital Investment Advisors
Kansas
$1.67M +$221K +8,785 +15%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$1.67M -$461K -18,342 -22%
4WM
154
4J Wealth Management
Virginia
$1.66M -$32.1K -1,278 -2%
AG
155
AlTi Global
New York
$1.6M
AWM
156
Alterna Wealth Management
Texas
$1.56M
NB
157
Northwest Bancshares
Pennsylvania
$1.53M -$52.4K -2,086 -3%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$1.51M -$690K -27,464 -31%
AI
159
Atria Investments
North Carolina
$1.46M +$45.9K +1,828 +3%
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$1.38M +$1.37M +54,584 +231%
APW
161
Austin Private Wealth
Texas
$1.38M -$1.37M -54,600 Closed
HIA
162
Harbor Investment Advisory
Maryland
$1.34M
RFN
163
Redwood Financial Network
Ohio
$1.3M -$4.67K -186 -0.4%
HBT
164
Hills Bank & Trust
Iowa
$1.28M
CA
165
CGN Advisors
Kansas
$1.26M -$100K -3,985 -7%
BBW
166
Blue Barn Wealth
Utah
$1.26M +$224K +8,916 +22%
KFAA
167
Klaas Financial Asset Advisors
Illinois
$1.24M -$308K -12,259 -20%
MML Investors Services
168
MML Investors Services
Massachusetts
$1.24M -$110K -4,393 -8%
RW
169
REDW Wealth
New Mexico
$1.23M +$272K +10,817 +28%
BSG
170
Black Swift Group
Colorado
$1.22M -$160K -6,350 -12%
TCCM
171
Timber Creek Capital Management
Massachusetts
$1.21M +$1.21M +48,047 New
BMM
172
Buffington Mohr McNeal
Idaho
$1.17M -$20.7K -822 -2%
RJT
173
Raymond James Trust
Florida
$1.16M +$28.4K +1,129 +3%
HNB
174
Huntington National Bank
Ohio
$1.16M
SFO
175
Stokes Family Office
Louisiana
$1.15M

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.