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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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268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244 → 268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$37.6M
2
Bank of America
Bank of America
North Carolina
+$29M
3
MFWM
Motley Fool Wealth Management
Virginia
+$22.7M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
Jane Street
Jane Street
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
2
WCM
Windsor Capital Management
Arizona
-$10.9M
3
HPC
HM Payson & Co
Maine
-$3.87M
4
DE
Day & Ennis
Georgia
-$3.76M
5
SCA
Snowden Capital Advisors
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
201
Sunbelt Securities
Texas
$445K -$38.2K -1,566 -8%
GPA
202
Guidance Point Advisors
Massachusetts
$438K -$594K -24,384 Closed
FIB
203
First Interstate Bank
Montana
$420K -$440K -18,041 -51%
EW
204
Element Wealth
Mississippi
$411K +$348K +14,270 +559%
APP
205
Avantax Planning Partners
Iowa
$407K – – –
AM
206
Atwater Malick
Pennsylvania
$407K +$10.1K +415 +3%
AAS
207
Ameritas Advisory Services
Nebraska
$399K -$10.2K -420 -3%
W
208
WealthOne
New York
$397K +$463 +19 +0.1%
IF
209
IRON Financial
Illinois
$390K +$3.07K +126 +0.8%
AWM
210
AE Wealth Management
Kansas
$389K +$388K +15,944 New
KCM
211
Kathmere Capital Management
Pennsylvania
$385K +$1.75K +72 +0.5%
EIA
212
Eldridge Investment Advisors
New Hampshire
$382K +$2.58K +106 +0.7%
OCAM
213
Onex Canada Asset Management
Ontario, Canada
$374K +$373K +15,305 New
Deutsche Bank
214
Deutsche Bank
Germany
$367K +$159K +6,539 +77%
HH
215
Hilltop Holdings
Texas
$355K – – –
ACIM
216
Azimuth Capital Investment Management
Michigan
$354K -$233K -9,575 -40%
CSIA
217
Conrad Siegel Investment Advisors
Pennsylvania
$339K +$338K +13,889 New
OAM
218
Occidental Asset Management
California
$330K +$330K +13,527 New
FNBOSM
219
First National Bank of South Miami
Florida
$330K -$10.2K -418 -3%
MC
220
Moors & Cabot
Massachusetts
$328K – – –
SWPG
221
Strategic Wealth Partners Group
Illinois
$325K – – –
CCP
222
Cassia Capital Partners
North Carolina
$323K – – –
PHIC
223
Pine Haven Investment Counsel
Massachusetts
$322K +$62.1K +2,550 +24%
JAG
224
Journey Advisory Group
Kentucky
$307K +$7.16K +294 +2%
PJSIMP
225
P.J. Schmidt Investment Management (PJS)
Wisconsin
$280K +$7.36K +302 +3%
7 8
9
10 11

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.