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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

30 hedge funds and large institutions have $88M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

70% more capital invested

Capital invested by funds: $51.8M → $88M (+$36.2M)

20% more funds holding

Funds holding: 2530 (+5)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
5
Closed
1
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
$18.5M +$2.53M +102,709 +16%
CIA
2
Capital Investment Advisors
Georgia
$15.6M +$6.05M +245,993 +64%
UCFA
3
United Capital Financial Advisors
Texas
$11.9M +$636K +25,860 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.7M
MFWM
5
Motley Fool Wealth Management
Virginia
$5.97M +$5.94M +241,372 New
Morgan Stanley
6
Morgan Stanley
New York
$5.83M +$1.14M +46,138 +24%
UBS Group
7
UBS Group
Switzerland
$5.67M +$860K +34,931 +18%
GA
8
Gateway Advisory
New Jersey
$5M +$4.93M +200,413 New
US Bancorp
9
US Bancorp
Minnesota
$1.84M +$535K +21,726 +41%
Jane Street
10
Jane Street
New York
$1.44M +$1.43M +58,251 New
Wolverine Trading
11
Wolverine Trading
Illinois
$871K +$390K +15,856 +82%
Citadel Advisors
12
Citadel Advisors
Florida
$841K -$435K -17,669 -34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$629K +$320K +13,001 +105%
VKH
14
Virtu KCG Holdings
New York
$624K -$395K -16,038 -39%
APP
15
Avantax Planning Partners
Iowa
$565K +$49.6K +2,016 +10%
GWA
16
Guidant Wealth Advisors
Illinois
$356K +$152K +6,158 +75%
SFS
17
Sowell Financial Services
Arkansas
$289K -$75.4K -3,062 -21%
WGCA
18
Wolf Group Capital Advisors
Virginia
$271K
PAG
19
Private Advisor Group
New Jersey
$245K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$222K +$10.1K +411 +5%
LPL Financial
21
LPL Financial
California
$212K +$211K +8,582 New
Wells Fargo
22
Wells Fargo
California
$200K +$124K +5,038 +165%
PCP
23
Proficio Capital Partners
Massachusetts
$125K +$61.5K +2,497 +101%
DADC
24
D.A. Davidson & Co
Montana
$103K +$36.9K +1,500 +56%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$41K

IBDP Hedge Fund Activity: Q1 2017 in Review

30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2017, worth a combined $88M — up 70% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBDP positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $6.05M. The largest seller was Citadel Advisors, cutting an estimated $435K.

  • 30 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2017, up from 25 in Q4 2016.
  • Funds reported $88M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2017, up 70% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2017 and 1 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2017 was Capital Investment Advisors, an estimated $6.05M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2017 was Citadel Advisors, an estimated $435K sold.

Based on aggregated 13F filings for Q1 2017.