iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.
149% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 35
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $812M → $905M (+$92.8M)
7% more funds holding
Funds holding: 156 → 167 (+11)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Corda Investment Management
Houston,
Texas
|
+$20.3M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.72M |
| 4 |
Morgan Stanley
New York
|
+$6.29M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCOK
Trust Company of Kansas
Wichita,
Kansas
|
-$13.9M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$2.02M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$1.81M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.7M |
| 5 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
176
Brown Brothers Harriman & Co
New York
| – | -$136K | -5,123 | Closed |
|
|
PWC
177
PYA Waltman Capital
Knoxville,
Tennessee
| – | -$77K | -2,881 | Closed |
|
|
SIAG
178
Safeguard Investment Advisory Group
Corona,
California
| – | -$7K | -270 | Closed |
|
179
Citigroup
New York
| – | -$26 | -1 | -25% |
|
180
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | +100% |
|
|
FHA
181
First Horizon Advisors
Memphis,
Tennessee
| – | +$874 | +33 | New |
|
IBDP Hedge Fund Activity: Q1 2021 in Review
167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.
The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.
- 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
- Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2021.