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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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187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182 → 187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$29.4M
2
EK
Evensky & Katz
Florida
+$22.6M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$19.6M
4
GA
Gateway Advisory
New Jersey
+$18.4M
5
ACA
Aptus Capital Advisors
Alabama
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
-$25.5M
2
UBS Group
UBS Group
Switzerland
-$9.33M
3
Jane Street
Jane Street
New York
-$4.6M
4
GGI
Godsey & Gibb Inc
Virginia
-$3.65M
5
KNW
Kesler Norman & Wride
Utah
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
– -$439K -16,942 Closed
E
202
ETFidea
New York
– -$214K -8,247 Closed
RJT
203
Raymond James Trust
Florida
– -$210K -8,096 Closed
GSWM
204
Greenup Street Wealth Management
Michigan
– -$205K -7,900 Closed
PG
205
Patten Group
Tennessee
– -$202K -7,773 Closed
SAS
206
Stelac Advisory Services
New York
– -$102K -3,925 Closed
TC
207
TAP Consulting
Missouri
– -$53K -2,055 Closed
TCM
208
TD Capital Management
Tennessee
– -$53K -2,055 Closed
TAM
209
Tucker Asset Management
Colorado
– -$41.8K -1,615 Closed
FWP
210
FAS Wealth Partners
Kansas
– -$23K -900 Closed
CA
211
CoreCap Advisors
Michigan
– -$10K -400 Closed
Bessemer Group
212
Bessemer Group
New Jersey
– -$4K -135 Closed
Fidelity Investments
213
Fidelity Investments
Massachusetts
– +$51 +2 New
MCC
214
Money Concepts Capital
Florida
– +$102 +4 New
5 6 7 8
9

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.