We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Curi Wealth Management
North Carolina
$601K -$637K -25,954 Closed
4WM
202
4J Wealth Management
Virginia
$564K +$93.5K +3,810 +20%
SCI
203
Stableford Capital II
Arizona
$548K +$550K +22,430 New
WFA
204
Wells Financial Advisors
Massachusetts
$530K
FCM
205
Fortis Capital Management
Washington
$529K +$687 +28 +0.1%
BI
206
Bramshill Investments
Florida
$528K +$56.3K +2,293 +12%
CFG
207
Carr Financial Group
Massachusetts
$526K -$394K -16,064 -43%
BBW
208
Blue Barn Wealth
Utah
$522K +$56.6K +2,307 +12%
OC
209
Oppenheimer & Co
New York
$487K -$12.3K -503 -2%
EWM
210
Endowment Wealth Management
Wisconsin
$479K +$478K +19,496 New
PIMG
211
Patriot Investment Management Group
Tennessee
$470K +$11K +448 +2%
AWM
212
Alterna Wealth Management
Texas
$463K
SPIA
213
Steward Partners Investment Advisory
New York
$461K
GBWM
214
Granite Bay Wealth Management
New Hampshire
$455K
APP
215
Avantax Planning Partners
Iowa
$443K +$33.4K +1,360 +8%
GPA
216
Guidance Point Advisors
Massachusetts
$441K
AM
217
Atwater Malick
Pennsylvania
$440K +$30.1K +1,228 +7%
SL
218
Sentinus LLC
Illinois
$434K +$433K +17,633 New
CWM
219
Cornerstone Wealth Management
Missouri
$431K +$430K +17,542 New
SS
220
Sunbelt Securities
Texas
$429K -$19.6K -800 -4%
MMA
221
Miracle Mile Advisors
California
$418K -$5.26M -214,337 -93%
ST
222
Spinnaker Trust
Maine
$411K -$75.5K -3,077 -16%
PB
223
Pinnacle Bancorp
Nebraska
$408K +$179K +7,307 +79%
GGI
224
Godsey & Gibb Inc
Virginia
$405K -$906K -36,948 -69%
IF
225
IRON Financial
Illinois
$404K +$11.2K +455 +3%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.