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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

59 hedge funds and large institutions have $206M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 8 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

275% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $166M → $206M (+$39.7M)

16% more funds holding

Funds holding: 5159 (+8)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
8
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
$29.3M +$3.52M +146,201 +14%
MFWM
2
Motley Fool Wealth Management
Virginia
$24.8M +$7.4M +307,234 +43%
CIA
3
Capital Investment Advisors
Georgia
$21.6M +$1.19M +49,281 +6%
UBS Group
4
UBS Group
Switzerland
$20.3M +$2.34M +97,018 +13%
Morgan Stanley
5
Morgan Stanley
New York
$14.1M -$333K -13,843 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.1M
UCFA
7
United Capital Financial Advisors
Texas
$13M -$527K -21,863 -4%
Wells Fargo
8
Wells Fargo
California
$12.1M +$9.06M +376,350 +300%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.5M +$11.5M +476,378 +21,762%
GA
10
Gateway Advisory
New Jersey
$5.66M +$227K +9,439 +4%
US Bancorp
11
US Bancorp
Minnesota
$4.81M +$481K +19,981 +11%
CTC
12
Central Trust Company
Missouri
$3.77M +$96.3K +4,000 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.96M +$559K +23,209 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.63M +$935K +38,843 +55%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.59M +$139K +5,754 +6%
SWMG
16
Signature Wealth Management Group
Georgia
$2.45M +$48K +1,994 +2%
DE
17
Day & Ennis
Georgia
$1.65M +$958K +39,761 +139%
WI
18
WrapManager Inc
California
$1.58M +$1.17M +48,589 +283%
Ameriprise
19
Ameriprise
Minnesota
$1.5M +$382K +15,862 +34%
RJA
20
Raymond James & Associates
Florida
$1.4M +$462K +19,163 +49%
LWM
21
Lenox Wealth Management
Ohio
$1.3M -$122K -5,073 -9%
MMHP
22
Murphy Middleton Hinkle & Parker
Georgia
$1.2M +$309K +12,827 +35%
HH
23
Hilltop Holdings
Texas
$1.08M -$779K -32,365 -42%
Wolverine Trading
24
Wolverine Trading
Illinois
$971K
ECM
25
Exchange Capital Management
Michigan
$947K +$56.4K +2,343 +6%

IBDP Hedge Fund Activity: Q2 2018 in Review

59 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2018, worth a combined $206M — up 24% from $166M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDP positions and 2 closed out — a net gain of 9 holders — while 30 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.5M. The largest seller was Hilltop Holdings, cutting an estimated $779K.

  • 59 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2018, up from 51 in Q1 2018.
  • Funds reported $206M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2018, up 24% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2018 and 2 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $11.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2018 was Hilltop Holdings, an estimated $779K sold.

Based on aggregated 13F filings for Q2 2018.