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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224 → 244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$26.9M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$22.3M
3
Wells Fargo
Wells Fargo
California
+$21.9M
4
UBS Group
UBS Group
Switzerland
+$16.3M
5
Bank of America
Bank of America
North Carolina
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$25.4M
2
HighTower Advisors
HighTower Advisors
Illinois
-$18.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
4
RW
RVW Wealth
California
-$6.23M
5
ACIM
Azimuth Capital Investment Management
Michigan
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
176
Legacy CG
Texas
$372K -$1.74M -70,408 -82%
HH
177
Hilltop Holdings
Texas
$354K – – –
CTA
178
Chesley Taft & Associates
Illinois
$354K +$153K +6,200 +74%
GBWM
179
Granite Bay Wealth Management
New Hampshire
$353K +$358K +14,500 New
MGIA
180
Matthew Goff Investment Advisor
Texas
$352K -$17.2K -698 -5%
FNBOSM
181
First National Bank of South Miami
Florida
$339K – – –
JWCA
182
J.W. Cole Advisors
Florida
$334K +$339K +13,728 New
SWPG
183
Strategic Wealth Partners Group
Illinois
$325K – – –
HIA
184
Harbor Investment Advisory
Maryland
$325K +$194K +7,861 +143%
SPIA
185
Steward Partners Investment Advisory
New York
$323K +$321K +13,000 +5,000%
CCP
186
Cassia Capital Partners
North Carolina
$322K – – –
IA
187
IFG Advisory
Georgia
$319K -$42.1K -1,707 -11%
SL
188
SWMG LLC
Texas
$319K +$323K +13,081 New
WGCA
189
Wolf Group Capital Advisors
Virginia
$304K +$51.8K +2,100 +20%
JAG
190
Journey Advisory Group
Kentucky
$299K – – –
4WM
191
4J Wealth Management
Virginia
$276K +$280K +11,351 New
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K +$275K +11,150 New
MC
193
Moors & Cabot
Massachusetts
$269K – – –
PA
194
Pinnacle Associates
New York
$268K -$79K -3,200 -23%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$267K +$51.1K +2,071 +23%
FPAS
196
Focus Partners Advisor Solutions
Missouri
$265K – – –
HWM
197
Horizons Wealth Management
North Carolina
$265K – – –
PB
198
Pinnacle Bancorp
Nebraska
$263K +$76K +3,077 +40%
PHIC
199
Pine Haven Investment Counsel
Massachusetts
$259K +$19.7K +800 +8%
JLBC
200
J.L. Bainbridge & Co
Florida
$252K – – –
6 7
8
9 10

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.