We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244 → 268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$37.6M
2
Bank of America
Bank of America
North Carolina
+$29M
3
MFWM
Motley Fool Wealth Management
Virginia
+$22.7M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
Jane Street
Jane Street
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
2
WCM
Windsor Capital Management
Arizona
-$10.9M
3
HPC
HM Payson & Co
Maine
-$3.87M
4
DE
Day & Ennis
Georgia
-$3.76M
5
SCA
Snowden Capital Advisors
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
176
Stephens Inc
Arkansas
$630K – – –
MCM
177
Mattern Capital Management
Colorado
$630K +$99.8K +4,095 +19%
FNT
178
First National Trust
Pennsylvania
$623K +$622K +25,526 New
CTA
179
Chesley Taft & Associates
Illinois
$615K +$259K +10,649 +73%
RJT
180
Raymond James Trust
Florida
$613K +$611K +25,081 New
MSWM
181
McGlone Suttner Wealth Management
Wisconsin
$612K +$611K +25,073 New
VWA
182
Visionary Wealth Advisors
Illinois
$586K -$975 -40 -0.2%
GHA
183
Granite Harbor Advisors
Texas
$585K +$584K +23,958 New
CA
184
Cetera Advisors
Colorado
$553K +$163K +6,695 +42%
SF
185
Safeguard Financial
Wisconsin
$548K +$82.3K +3,379 +18%
SWA
186
Sax Wealth Advisors
New Jersey
$544K +$543K +22,275 New
WFA
187
Wells Financial Advisors
Massachusetts
$527K -$25.6K -1,050 -5%
FCM
188
Fortis Capital Management
Washington
$524K +$523K +21,472 New
OC
189
Oppenheimer & Co
New York
$496K +$495K +20,300 New
AAS
190
Avantax Advisory Services
Texas
$490K +$260K +10,674 +113%
ST
191
Spinnaker Trust
Maine
$484K -$260K -10,668 -35%
SBL
192
Sargent Bickham Lagudis
Colorado
$480K +$479K +19,641 New
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$470K +$201K +8,247 +75%
BI
194
Bramshill Investments
Florida
$468K -$41.1K -1,686 -8%
GAM
195
Gould Asset Management
California
$468K +$467K +19,150 New
4WM
196
4J Wealth Management
Virginia
$467K +$189K +7,757 +68%
BBW
197
Blue Barn Wealth
Utah
$462K +$461K +18,923 New
PIMG
198
Patriot Investment Management Group
Tennessee
$459K – – –
SPIA
199
Steward Partners Investment Advisory
New York
$458K +$134K +5,500 +41%
GBWM
200
Granite Bay Wealth Management
New Hampshire
$452K +$97.5K +4,000 +28%
6 7
8
9 10

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.