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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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 84

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$209M)

2% more funds holding

Funds holding: 282 → 287 (+5)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
287
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$149M
2
EWA
EP Wealth Advisors
California
+$49.8M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
MFG
Merit Financial Group
Georgia
+$8.28M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
CIM
Corda Investment Management
Texas
-$24M
3
SAM
Simplify Asset Management
Nevada
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$8.83M
5
Wells Fargo
Wells Fargo
California
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
176
NovaPoint Capital
Georgia
$922K -$23.3K -949 -2%
BWM
177
BerganKDV Wealth Management
Minnesota
$914K -$168K -6,841 -16%
CFS
178
Cannon Financial Strategists
Georgia
$895K +$894K +36,368 New
BSAM
179
Blue Square Asset Management
New York
$894K – – –
ECM
180
Exchange Capital Management
Michigan
$870K -$36.8K -1,496 -4%
AIM
181
Arcadia Investment Management
Michigan
$861K -$49.2K -2,000 -5%
EWM
182
Endowment Wealth Management
Wisconsin
$854K +$374K +15,205 +78%
VWA
183
Visionary Wealth Advisors
Illinois
$854K +$48.1K +1,958 +6%
FWM
184
Fairhaven Wealth Management
Illinois
$844K +$843K +34,283 New
CTA
185
Chesley Taft & Associates
Illinois
$841K +$26.4K +1,075 +3%
DWT
186
Dorsey & Whitney Trust
South Dakota
$837K -$44.3K -1,800 -5%
SFO
187
Stokes Family Office
Louisiana
$837K – – –
CWA
188
Consilio Wealth Advisors
Washington
$829K +$6.05K +246 +0.7%
CIAS
189
CFS Investment Advisory Services
New Jersey
$823K -$64.1K -2,608 -7%
SL
190
SWMG LLC
Texas
$821K +$6.62K +269 +0.8%
ANTB
191
AMG National Trust Bank
Colorado
$806K +$429K +17,446 +114%
SL
192
Sentinus LLC
Illinois
$794K +$359K +14,617 +83%
SWM
193
Segment Wealth Management
Texas
$776K -$27.2K -1,105 -3%
OMC
194
Old Mission Capital
Illinois
$773K +$772K +31,413 New
PA
195
PSI Advisors
Florida
$759K +$504K +20,507 +199%
FNT
196
First National Trust
Pennsylvania
$759K -$25.2K -1,026 -3%
HS
197
Horan Securities
United States
$756K +$24.5K +998 +3%
FIB
198
First Interstate Bank
Montana
$742K -$30.3K -1,233 -4%
FCM
199
Fortis Capital Management
Washington
$731K +$201K +8,188 +38%
GHA
200
Granite Harbor Advisors
Texas
$727K +$117K +4,768 +19%
6 7
8
9 10

IBDP Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.

  • 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.