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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

51 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

21% more funds holding

Funds holding: 4251 (+9)

17% more capital invested

Capital invested by funds: $142M → $166M (+$24M)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
6
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
$26.1M +$6.18M +251,538 +31%
CIA
2
Capital Investment Advisors
Georgia
$20.7M +$1.99M +81,125 +11%
UBS Group
3
UBS Group
Switzerland
$18.2M +$2.26M +91,965 +14%
MFWM
4
Motley Fool Wealth Management
Virginia
$17.6M +$10.8M +441,038 +157%
Morgan Stanley
5
Morgan Stanley
New York
$14.7M +$1.55M +62,886 +12%
UCFA
6
United Capital Financial Advisors
Texas
$13.7M +$203K +8,254 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$13M
GA
8
Gateway Advisory
New Jersey
$5.51M +$26.4K +1,074 +0.5%
US Bancorp
9
US Bancorp
Minnesota
$4.39M +$389K +15,842 +10%
CTC
10
Central Trust Company
Missouri
$3.73M +$2.08M +84,790 +125%
Wells Fargo
11
Wells Fargo
California
$3.06M +$503K +20,448 +19%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.49M +$1.91M +77,814 +323%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.44M +$652K +26,547 +36%
SWMG
14
Signature Wealth Management Group
Georgia
$2.43M +$2.25M +91,697 +1,133%
HH
15
Hilltop Holdings
Texas
$1.88M +$1.9M +77,203 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.72M +$1.71M +69,508 +6,319%
LWM
17
Lenox Wealth Management
Ohio
$1.44M -$222K -9,015 -13%
Ameriprise
18
Ameriprise
Minnesota
$1.14M +$564K +22,956 +97%
Wolverine Trading
19
Wolverine Trading
Illinois
$971K +$503K +20,447 +106%
RJA
20
Raymond James & Associates
Florida
$947K +$680K +27,672 +248%
ECM
21
Exchange Capital Management
Michigan
$903K +$152K +6,170 +20%
MMHP
22
Murphy Middleton Hinkle & Parker
Georgia
$902K +$529K +21,518 +139%
GP
23
Geneva Partners
Wisconsin
$701K +$640K +26,041 +964%
DE
24
Day & Ennis
Georgia
$698K +$386K +15,693 +122%
APP
25
Avantax Planning Partners
Iowa
$630K -$35.1K -1,427 -5%

IBDP Hedge Fund Activity: Q1 2018 in Review

51 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2018, worth a combined $166M — up 17% from $142M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDP positions and 2 closed out — a net gain of 9 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $10.8M. The largest seller was Envestnet Asset Management, cutting an estimated $12M.

  • 51 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2018, up from 42 in Q4 2017.
  • Funds reported $166M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2018 and 2 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2018 was Motley Fool Wealth Management, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2018.