We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
176
Redwood Financial Network
Ohio
$1.3M +$7.52K +300 +0.6%
HBT
177
Hills Bank & Trust
Iowa
$1.28M -$693K -27,653 -35%
P
178
&Partners
Tennessee
$1.24M +$328K +13,110 +36%
RWM
179
Ritholtz Wealth Management
New York
$1.23M -$127K -5,075 -9%
BMM
180
Buffington Mohr McNeal
Idaho
$1.19M +$30K +1,198 +3%
HNB
181
Huntington National Bank
Ohio
$1.15M
SFO
182
Stokes Family Office
Louisiana
$1.15M
CA
183
Clearstead Advisors
Ohio
$1.15M +$1.14M +45,581 New
GAM
184
Gould Asset Management
California
$1.14M +$334K +13,327 +42%
MMHP
185
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$7.42K -296 -0.7%
RJT
186
Raymond James Trust
Florida
$1.13M +$108K +4,324 +11%
FCM
187
Fortis Capital Management
Washington
$1.1M -$285K -11,355 -21%
FW
188
FullCircle Wealth
Texas
$1.09M +$1.08M +43,232 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$1.07M
CPW
190
Crestmont Private Wealth
Texas
$1.04M +$132K +5,258 +15%
WANY
191
Wealthspire Advisors (New York)
New York
$1.04M -$101K -4,044 -9%
CFS
192
Commonwealth Financial Services
West Virginia
$1.03M -$7.22M -288,269 -87%
BBW
193
Blue Barn Wealth
Utah
$1.03M -$253K -10,105 -20%
BC
194
Barrett & Company
Rhode Island
$1.02M +$1.2K +48 +0.1%
HS
195
Horan Securities
United States
$1.02M +$57.8K +2,305 +6%
EW
196
Element Wealth
Mississippi
$1.01M -$456K -18,214 -31%
Citadel Advisors
197
Citadel Advisors
Florida
$1.01M -$2.38M -95,158 -70%
GI
198
GAMMA Investing
California
$1M +$463K +18,498 +86%
FFG
199
Foundry Financial Group
New Hampshire
$990K -$9.5K -379 -1%
CFS
200
Cannon Financial Strategists
Georgia
$982K +$9.85K +393 +1%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.