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.

71 hedge funds and large institutions have $236M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $209M → $236M (+$27.1M)

8% more funds holding

Funds holding: 6671 (+5)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
14
Closed
8
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
$33.2M +$5.77M +242,179 +21%
MFWM
2
Motley Fool Wealth Management
Virginia
$25.8M +$41.1K +1,725 +0.2%
CIA
3
Capital Investment Advisors
Georgia
$23.2M +$743K +31,181 +3%
UBS Group
4
UBS Group
Switzerland
$19.8M -$357K -14,974 -2%
Wells Fargo
5
Wells Fargo
California
$18.9M +$6.5M +272,563 +53%
Morgan Stanley
6
Morgan Stanley
New York
$17.1M +$2.26M +94,851 +15%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.5M
ACA
8
Aptus Capital Advisors
Alabama
$8.75M +$8.73M +365,986 New
GA
9
Gateway Advisory
New Jersey
$6.66M +$737K +30,898 +12%
US Bancorp
10
US Bancorp
Minnesota
$5.63M +$879K +36,873 +19%
SIC
11
Sigma Investment Counselors
Michigan
$5.55M +$5.28M +221,540 +2,039%
UCFA
12
United Capital Financial Advisors
Texas
$4.99M -$2.73M -114,548 -35%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.28M +$1.06M +44,255 +33%
CTC
14
Central Trust Company
Missouri
$3.75M -$23.8K -1,000 -0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.52M -$1.92M -80,739 -35%
DE
16
Day & Ennis
Georgia
$3.34M +$854K +35,817 +35%
RFO
17
RiverGlades Family Offices
Florida
$3.34M +$3.33M +139,577 New
AL
18
Aspiriant LLC
California
$2.97M
RJA
19
Raymond James & Associates
Florida
$2.86M +$356K +14,936 +14%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.53M +$22.8K +956 +0.9%
SWMG
21
Signature Wealth Management Group
Georgia
$2.52M +$49.7K +2,083 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.22M -$766K -32,117 -26%
Ameriprise
23
Ameriprise
Minnesota
$1.9M +$276K +11,557 +17%
WI
24
WrapManager Inc
California
$1.82M -$154K -6,465 -8%
LPL Financial
25
LPL Financial
California
$1.56M +$852K +35,715 +120%

IBDP Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2018, worth a combined $236M — up 13% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDP positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.49M sold.

  • 71 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2018, up from 66 in Q3 2018.
  • Funds reported $236M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2018 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $6.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2018.