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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

25 hedge funds and large institutions have $51.8M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more funds holding

Funds holding: 2125 (+4)

4% more capital invested

Capital invested by funds: $49.9M → $51.8M (+$1.97M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.8M +$4.88M +196,270 +44%
UCFA
2
United Capital Financial Advisors
Texas
$11.1M +$676K +27,176 +6%
CIA
3
Capital Investment Advisors
Georgia
$9.36M +$5.56M +223,631 +141%
UBS Group
4
UBS Group
Switzerland
$4.75M +$959K +38,544 +25%
Morgan Stanley
5
Morgan Stanley
New York
$4.64M +$235K +9,443 +5%
US Bancorp
6
US Bancorp
Minnesota
$1.29M +$683K +27,441 +109%
Citadel Advisors
7
Citadel Advisors
Florida
$1.26M +$1.29M +51,655 New
VKH
8
Virtu KCG Holdings
New York
$1.01M +$1.03M +41,245 New
APP
9
Avantax Planning Partners
Iowa
$510K +$518K +20,816 New
Wolverine Trading
10
Wolverine Trading
Illinois
$475K -$964K -38,750 -67%
SFS
11
Sowell Financial Services
Arkansas
$358K +$363K +14,592 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$304K +$308K +12,398 New
WGCA
13
Wolf Group Capital Advisors
Virginia
$268K +$272K +10,946 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$209K +$213K +8,542 New
GWA
15
Guidant Wealth Advisors
Illinois
$203K +$92.9K +3,735 +83%
Wells Fargo
16
Wells Fargo
California
$74K +$75.9K +3,052 New
DADC
17
D.A. Davidson & Co
Montana
$66K +$67.2K +2,700 New
PCP
18
Proficio Capital Partners
Massachusetts
$61K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$41K
IA
20
IFP Advisors
Florida
$33K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$29K +$24.9K +1,000 +500%
FHA
22
First Horizon Advisors
Tennessee
$13K
GWM
23
Geneos Wealth Management
Colorado
$10K
BCFS
24
Butensky & Cohen Financial Security
Florida
$10K +$1.97K +79 +23%
BIM
25
BlackRock Investment Management
Delaware
$1K

IBDP Hedge Fund Activity: Q4 2016 in Review

25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2016, worth a combined $51.8M — up 3.9% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDP positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $5.56M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $10.5M sold.

  • 25 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2016, up from 21 in Q3 2016.
  • Funds reported $51.8M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2016, up 3.9% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2016 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2016 was Capital Investment Advisors, an estimated $5.56M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.