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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
REDW Wealth
New Mexico
$956K +$133K +5,303 +16%
OPOWM
202
One Plus One Wealth Management
Florida
$945K
BSAM
203
Blue Square Asset Management
New York
$909K +$906K +36,178 New
RBC
204
Roble Belko & Company
Pennsylvania
$900K
BEI
205
Benjamin Edwards Inc
Missouri
$898K +$61.4K +2,451 +7%
CPRC
206
Consolidated Portfolio Review Corp
New York
$861K +$73.9K +2,949 +9%
FWM
207
Fairhaven Wealth Management
Illinois
$859K +$63.3K +2,526 +8%
APP
208
Avantax Planning Partners
Iowa
$855K +$109K +4,352 +15%
WIC
209
Woodmont Investment Counsel
Tennessee
$844K -$830K -33,136 -50%
MCCA
210
Mill Creek Capital Advisors
Pennsylvania
$836K +$8.39K +335 +1%
RSWM
211
Robertson Stephens Wealth Management
California
$828K
CTA
212
Chesley Taft & Associates
Illinois
$820K -$65.1K -2,600 -7%
RFC
213
Regions Financial Corp
Alabama
$773K -$129K -5,162 -14%
CSIA
214
Conrad Siegel Investment Advisors
Pennsylvania
$764K -$162K -6,485 -18%
TFS
215
Thoroughbred Financial Services
Tennessee
$764K +$93.4K +3,726 +14%
FIB
216
First Interstate Bank
Montana
$760K
BTI
217
Blue Trust Inc
Georgia
$756K
BWM
218
BCS Wealth Management
Tennessee
$740K
Comerica Bank
219
Comerica Bank
Texas
$736K -$105K -4,180 -12%
SWP
220
Summit Wealth Partners
Florida
$734K -$149K -5,960 -17%
AMM
221
American Money Management
California
$726K -$12K -477 -2%
4FG
222
4Thought Financial Group
New York
$725K +$18.8K +750 +3%
DWA
223
Delta Wealth Advisors
Indiana
$723K
GHA
224
Granite Harbor Advisors
Texas
$711K -$703K -28,050 Closed
VVP
225
Venture Visionary Partners
Ohio
$698K -$698K -27,843 Closed

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.