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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

35 hedge funds and large institutions have $100M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

17% more funds holding

Funds holding: 3035 (+5)

14% more capital invested

Capital invested by funds: $88M → $100M (+$12.2M)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
4
Closed
2
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
$19.8M +$1.05M +42,108 +6%
CIA
2
Capital Investment Advisors
Georgia
$17M +$1.24M +49,678 +8%
UCFA
3
United Capital Financial Advisors
Texas
$13M +$1.04M +41,569 +9%
HighTower Advisors
4
HighTower Advisors
Illinois
$11.1M
Morgan Stanley
5
Morgan Stanley
New York
$8.49M +$2.58M +103,262 +44%
UBS Group
6
UBS Group
Switzerland
$7.52M +$1.78M +71,071 +31%
MFWM
7
Motley Fool Wealth Management
Virginia
$6.25M +$202K +8,091 +3%
GA
8
Gateway Advisory
New Jersey
$5.29M +$268K +10,728 +5%
US Bancorp
9
US Bancorp
Minnesota
$2.32M +$458K +18,325 +25%
LWM
10
Lenox Wealth Management
Ohio
$1.23M +$1.23M +49,074 New
BCM
11
Bluefin Capital Management
New York
$1.1M
RJFSA
12
Raymond James Financial Services Advisors
Florida
$948K +$310K +12,409 +49%
Wolverine Trading
13
Wolverine Trading
Illinois
$901K +$16.6K +666 +2%
ECM
14
Exchange Capital Management
Michigan
$676K +$674K +26,976 New
APP
15
Avantax Planning Partners
Iowa
$594K +$21.8K +871 +4%
PAG
16
Private Advisor Group
New Jersey
$589K
Citadel Advisors
17
Citadel Advisors
Florida
$526K -$325K -12,993 -38%
GWA
18
Guidant Wealth Advisors
Illinois
$360K +$2.27K +91 +0.6%
SFS
19
Sowell Financial Services
Arkansas
$279K -$10.8K -434 -4%
WGCA
20
Wolf Group Capital Advisors
Virginia
$274K
Wells Fargo
21
Wells Fargo
California
$269K +$65.8K +2,632 +33%
RJA
22
Raymond James & Associates
Florida
$265K +$264K +10,586 New
LPL Financial
23
LPL Financial
California
$239K +$23.9K +955 +11%
Jane Street
24
Jane Street
New York
$228K -$1.23M -49,149 -84%
Mariner
25
Mariner
Kansas
$221K +$221K +8,833 New

IBDP Hedge Fund Activity: Q2 2017 in Review

35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2017, worth a combined $100M — up 14% from $88M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBDP positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.58M. The largest seller was Jane Street, cutting an estimated $1.23M.

  • 35 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2017, up from 30 in Q1 2017.
  • Funds reported $100M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2017 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.58M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2017 was Jane Street, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2017.