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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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360 hedge funds and large institutions have $1.95B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 124 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

20% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 124

3% more funds holding

Funds holding: 350 → 360 (+10)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

12% less capital invested

Capital invested by funds: $2.22B → $1.95B (-$275M)

Holders
360
Holders Change
+10
Holders Change %
+2.86%
% of All Funds
5.19%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
45
Increased
149
Reduced
124
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$9.29M
2
Ameriprise
Ameriprise
Minnesota
+$7.19M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
+$5.56M
4
Jane Street
Jane Street
New York
+$5.03M
5
BL
Balentine LLC
Georgia
+$4.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$93.8M
2
AWM
AE Wealth Management
Kansas
-$33.4M
3
NA
NewEdge Advisors
Louisiana
-$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.3M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$26.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
176
Redwood Financial Network
Ohio
$1.29M +$14.6K +583 +1%
BBW
177
Blue Barn Wealth
Utah
$1.28M -$88K -3,525 -6%
MA
178
Mutual Advisors
Nebraska
$1.25M -$105K -4,189 -8%
HIA
179
Harbor Investment Advisory
Maryland
$1.25M -$40K -1,602 -3%
APW
180
Austin Private Wealth
Texas
$1.24M +$263K +10,544 +27%
BSG
181
Black Swift Group
Colorado
$1.23M -$409K -16,365 -25%
WSTAM
182
Wilbanks Smith & Thomas Asset Management
Virginia
$1.21M -$284K -11,375 -19%
CA
183
CGN Advisors
Kansas
$1.2M -$140K -5,619 -10%
HNB
184
Huntington National Bank
Ohio
$1.18M – – –
BMM
185
Buffington Mohr McNeal
Idaho
$1.16M -$48.8K -1,953 -4%
SFO
186
Stokes Family Office
Louisiana
$1.15M -$99.9K -4,000 -8%
MMHP
187
Murphy Middleton Hinkle & Parker
Georgia
$1.14M – – –
WANY
188
Wealthspire Advisors (New York)
New York
$1.13M +$599 +24 +0.1%
Corient Private Wealth
189
Corient Private Wealth
Florida
$1.09M – – –
RJT
190
Raymond James Trust
Florida
$1.02M +$3.15K +126 +0.3%
BC
191
Barrett & Company
Rhode Island
$1.02M +$699 +28 +0.1%
SF
192
Safeguard Financial
Wisconsin
$998K +$420K +16,830 +73%
FFG
193
Foundry Financial Group
New Hampshire
$997K +$208K +8,342 +27%
CFS
194
Cannon Financial Strategists
Georgia
$969K +$41.2K +1,648 +4%
HS
195
Horan Securities
United States
$961K +$39.8K +1,592 +4%
OPOWM
196
One Plus One Wealth Management
Florida
$942K +$81.2K +3,252 +9%
CSIA
197
Conrad Siegel Investment Advisors
Pennsylvania
$924K +$671K +26,875 +268%
BSAM
198
Blue Square Asset Management
New York
$911K -$921K -36,877 Closed
P
199
&Partners
Tennessee
$908K +$906K +36,266 New
CPW
200
Crestmont Private Wealth
Texas
$903K +$900K +36,050 New
6 7
8
9 10

IBDP Hedge Fund Activity: Q1 2024 in Review

360 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2024, worth a combined $1.95B — down 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IBDP positions and 29 closed out — a net gain of 16 holders — while 149 added to existing stakes and 124 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $93.8M.

  • 360 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2024, up from 350 in Q4 2023.
  • Funds reported $1.95B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 45 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2024 and 29 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2024 was HM Payson & Co, an estimated $9.29M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $93.8M sold.

Based on aggregated 13F filings for Q1 2024.