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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
176
Valmark Advisers
Ohio
$834K
RBC
177
Roble Belko & Company
Pennsylvania
$831K +$51.6K +2,104 +7%
CWA
178
Consilio Wealth Advisors
Washington
$822K +$3.95K +161 +0.5%
CTA
179
Chesley Taft & Associates
Illinois
$814K +$194K +7,900 +31%
SL
180
SWMG LLC
Texas
$814K +$92.6K +3,775 +13%
VWA
181
Visionary Wealth Advisors
Illinois
$804K +$214K +8,707 +36%
SWM
182
Segment Wealth Management
Texas
$802K
FNT
183
First National Trust
Pennsylvania
$783K +$155K +6,315 +25%
FIB
184
First Interstate Bank
Montana
$771K +$348K +14,172 +82%
SF
185
Safeguard Financial
Wisconsin
$764K +$212K +8,627 +38%
HS
186
Horan Securities
United States
$730K +$596K +24,290 +450%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$730K +$258K +10,517 +55%
Deutsche Bank
188
Deutsche Bank
Germany
$729K +$359K +14,616 +97%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$723K
AMM
190
American Money Management
California
$720K +$245 +10 +0%
ATPW
191
Ashton Thomas Private Wealth
Arizona
$686K +$1.67K +68 +0.2%
CPRC
192
Consolidated Portfolio Review Corp
New York
$683K +$681K +27,779 New
AAS
193
Avantax Advisory Services
Texas
$656K +$162K +6,616 +33%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$656K
RJT
195
Raymond James Trust
Florida
$642K +$25.9K +1,057 +4%
SI
196
Stephens Inc
Arkansas
$635K
MCM
197
Mattern Capital Management
Colorado
$635K
CA
198
Cetera Advisors
Colorado
$610K +$52.9K +2,158 +10%
GHA
199
Granite Harbor Advisors
Texas
$609K +$20.2K +822 +3%
Citadel Advisors
200
Citadel Advisors
Florida
$608K +$607K +24,729 New

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.