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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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314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 85

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

9% more funds holding

Funds holding: 287 → 314 (+27)

1% more capital invested

Capital invested by funds: $1.93B → $1.94B (+$11.9M)

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
4.98%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$44.7M
2
AWM
AE Wealth Management
Kansas
+$31.5M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$28.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$16.1M
5
NC
NovaPoint Capital
Georgia
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
-$149M
2
EWA
EP Wealth Advisors
California
-$53M
3
KTM
Keeler Thomas Management
Utah
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$10.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
201
First National Trust
Pennsylvania
$767K +$5.3K +215 +0.7%
SWP
202
Summit Wealth Partners
Florida
$753K +$54.9K +2,229 +8%
FIB
203
First Interstate Bank
Montana
$745K – – –
GHA
204
Granite Harbor Advisors
Texas
$731K – – –
AMM
205
American Money Management
California
$725K +$419 +17 +0.1%
CPRC
206
Consolidated Portfolio Review Corp
New York
$702K +$8.09K +328 +1%
RJT
207
Raymond James Trust
Florida
$693K +$39.9K +1,619 +6%
Comerica Bank
208
Comerica Bank
Texas
$687K +$685K +27,784 New
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$662K -$333K -13,489 -34%
MCM
210
Mattern Capital Management
Colorado
$638K – – –
FMWA
211
Forvis Mazars Wealth Advisors
Missouri
$598K – – –
CWM
212
Curi Wealth Management
North Carolina
$568K -$14.3K -582 -2%
AIM
213
Arcadia Investment Management
Michigan
$568K -$296K -12,000 -34%
HBT
214
Hills Bank & Trust
Iowa
$557K +$260K +10,550 +88%
DWT
215
Dorsey & Whitney Trust
South Dakota
$544K -$296K -12,000 -35%
BBW
216
Blue Barn Wealth
Utah
$538K +$10.2K +413 +2%
AA
217
Alesco Advisors
New York
$534K – – –
TF
218
Tompkins Financial
New York
$534K – – –
RWP
219
Reliant Wealth Planning
Kentucky
$526K +$524K +21,265 New
CWM
220
Cornerstone Wealth Management
Missouri
$517K +$54.8K +2,221 +12%
CPIA
221
Cornell Pochily Investment Advisors
New York
$511K -$912K -37,005 -64%
CFG
222
Carr Financial Group
Massachusetts
$510K -$18.7K -758 -4%
OC
223
Oppenheimer & Co
New York
$503K +$24.2K +980 +5%
TFS
224
Thoroughbred Financial Services
Tennessee
$494K +$90.4K +3,668 +22%
WFA
225
Wells Financial Advisors
Massachusetts
$491K – – –
7 8
9
10 11

IBDP Hedge Fund Activity: Q3 2023 in Review

314 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2023, worth a combined $1.94B — up 0.61% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDP positions and 12 closed out — a net gain of 34 holders — while 143 added to existing stakes and 85 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $44.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $149M.

  • 314 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2023, up from 287 in Q2 2023.
  • Funds reported $1.94B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2023, up 0.61% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2023 and 12 closed out, a net change of +34 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $44.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.