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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gould Asset Management
California
$1.14M +$553 +22 +0%
Corient Private Wealth
177
Corient Private Wealth
Florida
$1.13M
CSPAM
178
Cary Street Partners Asset Management
Virginia
$1.1M -$318K -12,665 -22%
FW
179
FullCircle Wealth
Texas
$1.08M -$5.98K -238 -0.6%
CPW
180
Crestmont Private Wealth
Texas
$1.07M +$24K +956 +2%
MMHP
181
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$97.8K -3,891 -9%
FCM
182
Fortis Capital Management
Washington
$1.04M -$69K -2,744 -6%
BC
183
Barrett & Company
Rhode Island
$1.03M +$2.84K +113 +0.3%
CA
184
Clearstead Advisors
Ohio
$1M -$146K -5,819 -13%
BSAM
185
Blue Square Asset Management
New York
$998K +$85.6K +3,405 +9%
CFS
186
Cannon Financial Strategists
Georgia
$996K +$11.1K +443 +1%
P
187
&Partners
Tennessee
$963K -$281K -11,170 -23%
FWM
188
Fairhaven Wealth Management
Illinois
$939K +$77.7K +3,093 +9%
MBT
189
Montecito Bank & Trust
California
$929K +$354K +14,081 +62%
HS
190
Horan Securities
United States
$925K -$99.5K -3,960 -10%
RBC
191
Roble Belko & Company
Pennsylvania
$923K +$19.3K +767 +2%
CPRC
192
Consolidated Portfolio Review Corp
New York
$901K +$36.9K +1,469 +4%
SB
193
Strategic Blueprint
Georgia
$900K -$459K -18,247 -34%
CFS
194
Commonwealth Financial Services
West Virginia
$868K -$169K -6,724 -16%
MCCA
195
Mill Creek Capital Advisors
Pennsylvania
$849K +$9.5K +378 +1%
APP
196
Avantax Planning Partners
Iowa
$839K -$18.6K -740 -2%
IAN
197
Integrated Advisors Network
Texas
$827K +$287K +11,433 +53%
RWP
198
Reliant Wealth Planning
Kentucky
$809K -$500K -19,912 -38%
CTA
199
Chesley Taft & Associates
Illinois
$802K -$20.1K -800 -2%
FFG
200
Foundry Financial Group
New Hampshire
$800K -$193K -7,687 -20%

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.