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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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 84

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$209M)

2% more funds holding

Funds holding: 282 → 287 (+5)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
287
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$149M
2
EWA
EP Wealth Advisors
California
+$49.8M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
MFG
Merit Financial Group
Georgia
+$8.28M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
2
CIM
Corda Investment Management
Texas
-$24M
3
SAM
Simplify Asset Management
Nevada
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$8.83M
5
Wells Fargo
Wells Fargo
California
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
201
American Money Management
California
$722K +$393 +16 +0.1%
SWP
202
Summit Wealth Partners
Florida
$695K +$351K +14,269 +102%
CPRC
203
Consolidated Portfolio Review Corp
New York
$691K +$6.98K +284 +1%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$691K +$4.01K +163 +0.6%
RJT
205
Raymond James Trust
Florida
$650K +$6.86K +279 +1%
CW
206
CreativeOne Wealth
Kansas
$640K -$287K -11,660 -31%
SI
207
Stephens Inc
Arkansas
$635K – – –
MCM
208
Mattern Capital Management
Colorado
$635K – – –
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$619K -$744K -30,250 -55%
AAS
210
Avantax Advisory Services
Texas
$601K -$56.2K -2,284 -9%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$597K – – –
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$595K – – –
CWM
213
Curi Wealth Management
North Carolina
$580K +$580K +23,568 New
AA
214
Alesco Advisors
New York
$532K -$500K -20,330 -48%
TF
215
Tompkins Financial
New York
$532K -$500K -20,330 -48%
CFG
216
Carr Financial Group
Massachusetts
$526K – – –
BI
217
Bramshill Investments
Florida
$526K -$2.83K -115 -0.5%
BBW
218
Blue Barn Wealth
Utah
$526K +$3K +122 +0.6%
WFA
219
Wells Financial Advisors
Massachusetts
$489K -$42.3K -1,720 -8%
LSA
220
L & S Advisors
California
$486K +$219K +8,917 +82%
OC
221
Oppenheimer & Co
New York
$477K -$10.3K -419 -2%
ST
222
Spinnaker Trust
Maine
$474K +$61.8K +2,513 +15%
AM
223
Atwater Malick
Pennsylvania
$471K +$30.2K +1,230 +7%
PIMG
224
Patriot Investment Management Group
Tennessee
$470K – – –
ACM
225
Absolute Capital Management
Pennsylvania
$465K – – –
7 8
9
10 11

IBDP Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2023, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 22 closed out — a net gain of 6 holders — while 136 added to existing stakes and 84 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $149M. The largest seller was HighTower Advisors, exiting entirely with an estimated $30.2M sold.

  • 287 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $149M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2023 was HighTower Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.