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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

34 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

23% more capital invested

Capital invested by funds: $100M → $123M (+$22.8M)

3% less funds holding

Funds holding: 3534 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
2
Closed
6
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
$19.2M -$695K -27,597 -4%
CIA
2
Capital Investment Advisors
Georgia
$18.2M +$1.17M +46,635 +7%
UCFA
3
United Capital Financial Advisors
Texas
$13.7M +$548K +21,758 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.4M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.3M +$12.3M +488,004 New
UBS Group
6
UBS Group
Switzerland
$10.6M +$3.03M +120,305 +40%
Morgan Stanley
7
Morgan Stanley
New York
$9.9M +$1.37M +54,268 +16%
MFWM
8
Motley Fool Wealth Management
Virginia
$6.57M +$290K +11,518 +5%
GA
9
Gateway Advisory
New Jersey
$5.58M +$268K +10,662 +5%
US Bancorp
10
US Bancorp
Minnesota
$3.19M +$853K +33,890 +37%
Jane Street
11
Jane Street
New York
$1.71M +$1.48M +58,788 +646%
LWM
12
Lenox Wealth Management
Ohio
$1.53M +$297K +11,789 +24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.33M +$383K +15,201 +40%
ECM
14
Exchange Capital Management
Michigan
$725K +$45.3K +1,801 +7%
PAG
15
Private Advisor Group
New Jersey
$645K
GP
16
Geneva Partners
Wisconsin
$639K +$639K +25,388 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$609K +$609K +24,168 New
APP
18
Avantax Planning Partners
Iowa
$597K
Wells Fargo
19
Wells Fargo
California
$549K +$279K +11,083 +103%
MA
20
MCF Advisors
Kentucky
$360K +$340K +13,508 +1,747%
DADC
21
D.A. Davidson & Co
Montana
$357K +$252K +10,000 +238%
DE
22
Day & Ennis
Georgia
$322K +$322K +12,804 New
SFS
23
Sowell Financial Services
Arkansas
$303K +$24.1K +956 +9%
Ameriprise
24
Ameriprise
Minnesota
$293K +$293K +11,646 New
WGCA
25
Wolf Group Capital Advisors
Virginia
$276K -$276K -10,946 Closed

IBDP Hedge Fund Activity: Q3 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2017, worth a combined $123M — up 23% from $100M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IBDP and 5 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 18 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12.3M. The largest seller was Wolverine Trading, exiting entirely with an estimated $901K sold.

  • 34 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2017, down from 35 in Q2 2017.
  • Funds reported $123M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2017, up 23% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2017 and 6 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $12.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2017 was Wolverine Trading, an estimated $901K sold.

Based on aggregated 13F filings for Q3 2017.