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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mascoma Wealth Management
New Hampshire
$43K
RIM
177
Rockbridge Investment Management
New York
$42.6K
FRA
178
Front Row Advisors
California
$41K
ANBT
179
American National Bank & Trust
Texas
$39K
William Blair & Company
180
William Blair & Company
Illinois
$38K
CIAS
181
CFS Investment Advisory Services
New Jersey
$32K +$19.6M +769,555 +2,117%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$20.7K -$306 -12 -1%
FHA
183
First Horizon Advisors
Tennessee
$14K +$14.1K +554 New
AC
184
AlphaCore Capital
California
$13K +$12.7K +500 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$12K +$12K +470 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$11K
FGAM
187
Financial Gravity Asset Management
Texas
$10.4K -$3.44K -135 -52%
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.37K +250 New
SC
189
Stephens Consulting
Michigan
$4.77K
BlackRock
190
BlackRock
New York
$3K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$3K +$3.41K +134 New
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$3K +$3.46K +136 New
TFA
193
Tobias Financial Advisors
Florida
-$25.5M -984,800 Closed
GGI
194
Godsey & Gibb Inc
Virginia
-$3.65M -140,660 Closed
FIM
195
Freedom Investment Management
Connecticut
-$1.4M -53,796 Closed
IA
196
IFP Advisors
Florida
-$673K -25,940 Closed
LC
197
Legacy CG
Texas
-$592K -22,837 Closed
OMC
198
Old Mission Capital
Illinois
-$539K -20,776 Closed
CAM
199
Claret Asset Management
Quebec, Canada
-$504K -19,435 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$497K -19,180 Closed

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.