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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$283K +$285K +11,444 New
HWM
177
Horizons Wealth Management
North Carolina
$270K +$270K +10,868 New
FPAS
178
Focus Partners Advisor Solutions
Missouri
$269K +$61.1K +2,459 +29%
AWE
179
Avidian Wealth Enterprises
Texas
$259K -$24.1K -971 -8%
RBC
180
Roble Belko & Company
Pennsylvania
$258K
JLBC
181
J.L. Bainbridge & Co
Florida
$257K -$18.9K -762 -7%
WGCA
182
Wolf Group Capital Advisors
Virginia
$257K
NSB
183
Norway Savings Bank
Maine
$256K +$84.5K +3,400 +49%
KTC
184
Kistler-Tiffany Companies
Pennsylvania
$256K +$257K +10,350 New
DADC
185
D.A. Davidson & Co
Montana
$247K -$56.1K -2,256 -18%
PHIC
186
Pine Haven Investment Counsel
Massachusetts
$244K -$9.95K -400 -4%
LWM
187
Laidlaw Wealth Management
New York
$235K
SMC
188
Smith, Moore & Co
Missouri
$231K +$1.04K +42 +0.5%
GSB
189
Greenfield Savings Bank
Massachusetts
$229K +$231K +9,270 New
CGFA
190
Colton Groome Financial Advisors
North Carolina
$228K
TTWM
191
TCV Trust & Wealth Management
Virginia
$227K +$22.4K +900 +11%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$221K +$211K +8,497 +1,922%
AWC
193
Adamsbrown Wealth Consultants
Kansas
$220K
OHWP
194
Oak Harbor Wealth Partners
North Carolina
$220K +$12.6K +505 +6%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$219K +$547 +22 +0.2%
BONH
196
Bank of New Hampshire
New Hampshire
$210K
Deutsche Bank
197
Deutsche Bank
Germany
$210K +$211K +8,487 New
CTA
198
Chesley Taft & Associates
Illinois
$207K +$208K +8,350 New
VFA
199
Valeo Financial Advisors
Indiana
$207K +$208K +8,360 New
FFA
200
Fragasso Financial Advisors
Pennsylvania
$207K +$208K +8,365 New

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.