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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
201
Norway Savings Bank
Maine
$252K
AWE
202
Avidian Wealth Enterprises
Texas
$249K -$5.7K -231 -2%
KFAA
203
Klaas Financial Asset Advisors
Illinois
$248K -$120K -4,859 -32%
WS
204
Wedbush Securities
California
$240K -$185K -7,500 -43%
AC
205
AlphaCore Capital
California
$237K +$49.4K +2,000 +26%
DADC
206
D.A. Davidson & Co
Montana
$236K -$6.91K -280 -3%
AAS
207
Avantax Advisory Services
Texas
$229K -$238K -9,643 -51%
PAS
208
Park Avenue Securities
New York
$229K +$28.6K +1,160 +14%
CFGS
209
Concourse Financial Group Securities
Alabama
$228K +$71.9K +2,913 +45%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$224K
TTWM
211
TCV Trust & Wealth Management
Virginia
$223K
OHWP
212
Oak Harbor Wealth Partners
North Carolina
$220K +$3.73K +151 +2%
GSB
213
Greenfield Savings Bank
Massachusetts
$216K -$9.87K -400 -4%
AFP
214
Ausdal Financial Partners
Iowa
$210K +$213K +8,609 New
BONH
215
Bank of New Hampshire
New Hampshire
$207K
Deutsche Bank
216
Deutsche Bank
Germany
$207K
FFA
217
Fragasso Financial Advisors
Pennsylvania
$204K +$617 +25 +0.3%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$140K -$79K -3,200 -36%
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$126K +$128K +5,190 New
HI
221
Harbour Investments
Wisconsin
$86K
4FG
222
4Thought Financial Group
New York
$83K -$66.1K -2,677 -44%
VCM
223
Vigilant Capital Management
Maine
$83K +$28.6K +1,160 +52%
EK
224
Evensky & Katz
Florida
$75K -$51.3K -2,080 -40%
AA
225
AlphaMark Advisors
Kentucky
$71K +$2.64K +107 +4%

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.