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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
201
Regions Financial Corp
Alabama
$791K +$15.3K +609 +2%
RSWM
202
Robertson Stephens Wealth Management
California
$781K
TFS
203
Thoroughbred Financial Services
Tennessee
$768K +$1.73K +69 +0.2%
FIB
204
First Interstate Bank
Montana
$763K
BTI
205
Blue Trust Inc
Georgia
$759K
BWM
206
BCS Wealth Management
Tennessee
$743K
4FG
207
4Thought Financial Group
New York
$733K +$5.68K +226 +0.8%
SWP
208
Summit Wealth Partners
Florida
$732K -$5.05K -201 -0.7%
GHA
209
Granite Harbor Advisors
Texas
$727K
DWA
210
Delta Wealth Advisors
Indiana
$725K
BCM
211
Brookstone Capital Management
Illinois
$693K +$154K +6,111 +29%
Comerica Bank
212
Comerica Bank
Texas
$673K -$65.7K -2,614 -9%
MWM
213
Modern Wealth Management
Kansas
$660K +$658K +26,180 New
AMM
214
American Money Management
California
$648K -$79.8K -3,174 -11%
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$610K -$608K -24,184 Closed
FFA
216
Farther Finance Advisors
California
$604K +$86.5K +3,441 +17%
AM
217
Atwater Malick
Pennsylvania
$599K
VVP
218
Venture Visionary Partners
Ohio
$567K
WCM
219
Windsor Capital Management
Arizona
$554K -$6.8M -270,668 -92%
CWM
220
Cornerstone Wealth Management
Missouri
$541K +$23.7K +942 +5%
DP
221
Dearborn Partners
Illinois
$538K +$4.45K +177 +0.8%
CFG
222
Carr Financial Group
Massachusetts
$521K +$5.15K +205 +1%
HBT
223
Heartland Bank & Trust
Illinois
$511K +$1.53K +61 +0.3%
KPP
224
Kings Path Partners
Texas
$505K
BSSFA
225
Baron Silver Stevens Financial Advisors
Florida
$496K +$494K +19,669 New

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.