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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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42 hedge funds and large institutions have $142M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

24% more funds holding

Funds holding: 34 → 42 (+8)

16% more capital invested

Capital invested by funds: $123M → $142M (+$19.3M)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$5.82M
2
Morgan Stanley
Morgan Stanley
New York
+$3.65M
3
Wells Fargo
Wells Fargo
California
+$2.09M
4
CTC
Central Trust Company
Missouri
+$1.71M
5
Bank of America
Bank of America
North Carolina
+$1.48M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.71M
2
GP
Geneva Partners
Wisconsin
-$570K
3
SFS
Sowell Financial Services
Arkansas
-$303K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.31K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.5M +$1.48M +58,997 +8%
CIA
2
Capital Investment Advisors
Georgia
$19.2M +$1.04M +41,560 +6%
UBS Group
3
UBS Group
Switzerland
$16.3M +$5.82M +231,964 +55%
UCFA
4
United Capital Financial Advisors
Texas
$13.9M +$325K +12,939 +2%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M +$3.65M +145,374 +37%
HighTower Advisors
6
HighTower Advisors
Illinois
$12.4M – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.3M +$82.5K +3,288 +0.7%
MFWM
8
Motley Fool Wealth Management
Virginia
$7.03M +$496K +19,774 +8%
GA
9
Gateway Advisory
New Jersey
$5.63M +$75.5K +3,007 +1%
US Bancorp
10
US Bancorp
Minnesota
$4.11M +$942K +37,539 +30%
Wells Fargo
11
Wells Fargo
California
$2.63M +$2.09M +83,349 +382%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.84M +$510K +20,295 +38%
LWM
13
Lenox Wealth Management
Ohio
$1.71M +$181K +7,195 +12%
CTC
14
Central Trust Company
Missouri
$1.7M +$1.71M +67,980 New
ECM
15
Exchange Capital Management
Michigan
$773K +$51.9K +2,067 +7%
APP
16
Avantax Planning Partners
Iowa
$682K +$88.8K +3,536 +15%
GP
17
Geneva Partners
Wisconsin
$676K -$570K -22,688 -89%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$604K -$1.31K -52 -0.2%
Ameriprise
19
Ameriprise
Minnesota
$594K +$303K +12,066 +104%
Wolverine Trading
20
Wolverine Trading
Illinois
$485K +$486K +19,350 New
KC
21
KHP Capital
Oklahoma
$473K +$475K +18,900 New
PAG
22
Private Advisor Group
New Jersey
$450K – – –
LPL Financial
23
LPL Financial
California
$421K +$158K +6,274 +60%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$398K +$399K +15,879 New
MMHP
25
Murphy Middleton Hinkle & Parker
Georgia
$387K +$388K +15,448 New
1
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IBDP Hedge Fund Activity: Q4 2017 in Review

42 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2017, worth a combined $142M — up 16% from $123M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDP positions and 3 closed out — a net gain of 8 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $5.82M. The largest seller was Jane Street, exiting entirely with an estimated $1.71M sold.

  • 42 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2017, up from 34 in Q3 2017.
  • Funds reported $142M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2017 was UBS Group, an estimated $5.82M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2017 was Jane Street, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.