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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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2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
– -$541K -21,443 Closed
DP
202
Dearborn Partners
Illinois
– -$538K -21,357 Closed
CFG
203
Carr Financial Group
Massachusetts
– -$521K -20,658 Closed
HBT
204
Heartland Bank & Trust
Illinois
– -$511K -20,276 Closed
KPP
205
Kings Path Partners
Texas
– -$505K -20,015 Closed
BSSFA
206
Baron Silver Stevens Financial Advisors
Florida
– -$496K -19,669 Closed
EIA
207
Eldridge Investment Advisors
New Hampshire
– -$495K -19,619 Closed
EH
208
Equitable Holdings
New York
– -$481K -19,097 Closed
PIMG
209
Patriot Investment Management Group
Tennessee
– -$480K -19,043 Closed
EW
210
Element Wealth
Mississippi
– -$459K -18,220 Closed
DWT
211
Dorsey & Whitney Trust
South Dakota
– -$454K -18,000 Closed
PWA
212
Provenance Wealth Advisors
Florida
– -$454K -17,991 Closed
CPIA
213
Cornell Pochily Investment Advisors
New York
– -$420K -16,671 Closed
Baird Financial Group
214
Baird Financial Group
Wisconsin
– -$410K -16,278 Closed
RWM
215
Ritholtz Wealth Management
New York
– -$409K -16,217 Closed
WG
216
Wealth Group
North Carolina
– -$407K -16,159 Closed
PB
217
Pinnacle Bancorp
Nebraska
– -$398K -15,798 Closed
KP
218
Keel Point
Alabama
– -$395K -15,667 Closed
BSTWA
219
Blake Schutter Theil Wealth Advisors
Ohio
– -$393K -15,608 Closed
AWP
220
Accretive Wealth Partners
New Jersey
– -$392K -15,559 Closed
CSIA
221
Conrad Siegel Investment Advisors
Pennsylvania
– -$386K -15,297 Closed
VFIC
222
Valley Forge Investment Consultants
Pennsylvania
– -$366K -14,513 Closed
VNA
223
Valley National Advisers
Pennsylvania
– -$364K -14,461 Closed
RRA
224
Round Rock Advisors
Connecticut
– -$364K -14,434 Closed
SPWM
225
Straight Path Wealth Management
Michigan
– -$363K -14,405 Closed
7 8
9
10 11

IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.