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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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314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 85

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

9% more funds holding

Funds holding: 287 → 314 (+27)

1% more capital invested

Capital invested by funds: $1.93B → $1.94B (+$11.9M)

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
4.98%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$44.7M
2
AWM
AE Wealth Management
Kansas
+$31.5M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$28.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$16.1M
5
NC
NovaPoint Capital
Georgia
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
-$149M
2
EWA
EP Wealth Advisors
California
-$53M
3
KTM
Keeler Thomas Management
Utah
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$10.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
176
Corient Private Wealth
Florida
$1.03M – – –
FCM
177
Fortis Capital Management
Washington
$1.02M +$285K +11,565 +39%
BC
178
Barrett & Company
Rhode Island
$995K +$1.82K +74 +0.2%
LNC
179
Lincoln National Corp
Pennsylvania
$971K -$14.8K -600 -2%
EW
180
Element Wealth
Mississippi
$970K -$215K -8,738 -18%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$958K +$955K +38,734 New
BSAM
182
Blue Square Asset Management
New York
$930K +$927K +37,611 New
VWA
183
Visionary Wealth Advisors
Illinois
$914K +$56.2K +2,279 +7%
CFS
184
Cannon Financial Strategists
Georgia
$906K +$6.8K +276 +0.8%
SWA
185
Sightline Wealth Advisors
Connecticut
$898K +$895K +36,313 New
HS
186
Horan Securities
United States
$894K +$134K +5,447 +18%
CTA
187
Chesley Taft & Associates
Illinois
$884K +$38.8K +1,575 +5%
ECM
188
Exchange Capital Management
Michigan
$874K – – –
KPWS
189
Kestra Private Wealth Services
Texas
$865K +$863K +34,997 New
FWM
190
Fairhaven Wealth Management
Illinois
$851K +$2.96K +120 +0.4%
AAS
191
Avantax Advisory Services
Texas
$846K +$241K +9,782 +40%
RBC
192
Roble Belko & Company
Pennsylvania
$845K -$201K -8,155 -19%
CWA
193
Consilio Wealth Advisors
Washington
$837K +$6.33K +257 +0.8%
PCIA
194
Prime Capital Investment Advisors
Kansas
$836K +$531K +21,537 +175%
SWM
195
Segment Wealth Management
Texas
$823K +$43.4K +1,760 +6%
RW
196
REDW Wealth
New Mexico
$818K +$815K +33,066 New
OPOWM
197
One Plus One Wealth Management
Florida
$809K +$807K +32,730 New
SL
198
SWMG LLC
Texas
$788K -$37.3K -1,512 -5%
CIAS
199
CFS Investment Advisory Services
New Jersey
$785K -$41.3K -1,674 -5%
WC
200
Waterloo Capital
Texas
$777K +$374K +15,188 +93%
6 7
8
9 10

IBDP Hedge Fund Activity: Q3 2023 in Review

314 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2023, worth a combined $1.94B — up 0.61% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDP positions and 12 closed out — a net gain of 34 holders — while 143 added to existing stakes and 85 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $44.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $149M.

  • 314 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.94B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2023, up 0.61% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2023 and 12 closed out, a net change of +34 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $44.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.