We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

Back to rankings

2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
176
Roble Belko & Company
Pennsylvania
– -$923K -36,593 Closed
CPRC
177
Consolidated Portfolio Review Corp
New York
– -$901K -35,738 Closed
SB
178
Strategic Blueprint
Georgia
– -$900K -35,692 Closed
CFS
179
Commonwealth Financial Services
West Virginia
– -$868K -34,558 Closed
MCCA
180
Mill Creek Capital Advisors
Pennsylvania
– -$849K -33,658 Closed
APP
181
Avantax Planning Partners
Iowa
– -$839K -33,266 Closed
IAN
182
Integrated Advisors Network
Texas
– -$827K -32,824 Closed
RWP
183
Reliant Wealth Planning
Kentucky
– -$809K -32,079 Closed
CTA
184
Chesley Taft & Associates
Illinois
– -$802K -31,825 Closed
FFG
185
Foundry Financial Group
New Hampshire
– -$800K -31,718 Closed
RFC
186
Regions Financial Corp
Alabama
– -$791K -31,362 Closed
TFS
187
Thoroughbred Financial Services
Tennessee
– -$768K -30,489 Closed
FIB
188
First Interstate Bank
Montana
– -$763K -30,252 Closed
BTI
189
Blue Trust Inc
Georgia
– -$759K -30,187 Closed
BWM
190
BCS Wealth Management
Tennessee
– -$743K -29,465 Closed
4FG
191
4Thought Financial Group
New York
– -$733K -29,057 Closed
SWP
192
Summit Wealth Partners
Florida
– -$732K -29,024 Closed
DWA
193
Delta Wealth Advisors
Indiana
– -$725K -28,762 Closed
BCM
194
Brookstone Capital Management
Illinois
– -$693K -27,492 Closed
Comerica Bank
195
Comerica Bank
Texas
– -$673K -26,687 Closed
MWM
196
Modern Wealth Management
Kansas
– -$660K -26,180 Closed
AMM
197
American Money Management
California
– -$648K -25,715 Closed
FFA
198
Farther Finance Advisors
California
– -$604K -23,952 Closed
AM
199
Atwater Malick
Pennsylvania
– -$599K -23,754 Closed
WCM
200
Windsor Capital Management
Arizona
– -$554K -21,968 Closed
6 7
8
9 10

IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.