We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

66 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

12% more funds holding

Funds holding: 5966 (+7)

2% more capital invested

Capital invested by funds: $206M → $209M (+$3.43M)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
32
Reduced
10
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
$27.7M -$1.67M -69,134 -6%
MFWM
2
Motley Fool Wealth Management
Virginia
$26M +$1.16M +48,222 +5%
CIA
3
Capital Investment Advisors
Georgia
$22.7M +$1.07M +44,573 +5%
UBS Group
4
UBS Group
Switzerland
$20.3M +$48.6K +2,016 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$15M +$815K +33,799 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.7M
Wells Fargo
7
Wells Fargo
California
$12.4M +$350K +14,518 +3%
UCFA
8
United Capital Financial Advisors
Texas
$7.79M -$5.27M -218,380 -40%
GA
9
Gateway Advisory
New Jersey
$5.97M +$303K +12,578 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.49M -$6.05M -250,733 -52%
US Bancorp
11
US Bancorp
Minnesota
$4.79M -$24.3K -1,007 -0.5%
Jane Street
12
Jane Street
New York
$4.49M +$4.49M +186,327 New
CTC
13
Central Trust Company
Missouri
$3.81M +$26.5K +1,100 +0.7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.25M +$283K +11,741 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.01M +$371K +15,392 +14%
AL
16
Aspiriant LLC
California
$3M +$3M +124,429 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.53M -$66.7K -2,768 -3%
RJA
18
Raymond James & Associates
Florida
$2.52M +$1.13M +46,771 +81%
DE
19
Day & Ennis
Georgia
$2.5M +$854K +35,400 +52%
SWMG
20
Signature Wealth Management Group
Georgia
$2.47M +$35.2K +1,460 +1%
WI
21
WrapManager Inc
California
$2M +$412K +17,067 +26%
Ameriprise
22
Ameriprise
Minnesota
$1.64M +$134K +5,570 +9%
MMHP
23
Murphy Middleton Hinkle & Parker
Georgia
$1.2M -$3.93K -163 -0.3%
ECM
24
Exchange Capital Management
Michigan
$988K +$39.5K +1,636 +4%
HH
25
Hilltop Holdings
Texas
$983K -$97.9K -4,058 -9%

IBDP Hedge Fund Activity: Q3 2018 in Review

66 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2018, worth a combined $209M — up 1.7% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDP positions and 2 closed out — a net gain of 7 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.49M. The largest seller was Envestnet Asset Management, cutting an estimated $6.05M.

  • 66 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2018, up from 59 in Q2 2018.
  • Funds reported $209M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2018 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2018 was Jane Street, an estimated $4.49M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2018.