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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Front Row Advisors
California
$43K
JP Morgan Chase
177
JP Morgan Chase
New York
$43K +$8.72K +335 +25%
TAM
178
Tucker Asset Management
Colorado
$41.8K +$42.1K +1,615 New
ANBT
179
American National Bank & Trust
Texas
$40K
William Blair & Company
180
William Blair & Company
Illinois
$39K
HI
181
Harbour Investments
Wisconsin
$29K -$75.1K -2,883 -72%
FWP
182
FAS Wealth Partners
Kansas
$23K
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$21.7K +$651 +25 +3%
FGAM
184
Financial Gravity Asset Management
Texas
$12.7K -$9.4K -361 -58%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.5K +442 New
CA
186
CoreCap Advisors
Michigan
$10K +$10.4K +400 New
SC
187
Stephens Consulting
Michigan
$4.93K +$4.95K +190 New
Bessemer Group
188
Bessemer Group
New Jersey
$4K +$3.52K +135 New
BlackRock
189
BlackRock
New York
$3K +$52 +2 +2%
NFG
190
Next Financial Group
Texas
$1K
CI
191
Conning Inc
Connecticut
-$5.97M -226,914 Closed
MA
192
MCF Advisors
Kentucky
-$1.49M -56,742 Closed
CCA
193
Childress Capital Advisors
Texas
-$285K -10,875 Closed
WCM
194
Windsor Capital Management
Arizona
-$259K -9,880 Closed
IWS
195
Insight Wealth Strategies
California
-$229K -8,693 Closed
RCA
196
Resonant Capital Advisors
Wisconsin
-$218K -8,292 Closed
MA
197
MONECO Advisors
Connecticut
-$216K -8,203 Closed
PLFAM
198
Pineno Levin & Ford Asset Management
Virginia
-$200K -7,600 Closed
SFC
199
SYM Financial Corp
Indiana
-$8K -322 Closed
IWA
200
IBEX Wealth Advisors
New Jersey
-$4K -167 Closed

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.