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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

81 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $236M → $277M (+$40.5M)

14% more funds holding

Funds holding: 7181 (+10)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
15
Closed
5
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
$34.7M +$73.7K +3,023 +0.2%
CIA
2
Capital Investment Advisors
Georgia
$26M +$1.77M +72,457 +7%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.6M -$1.25M -51,376 -5%
Wells Fargo
4
Wells Fargo
California
$21.8M +$2.14M +87,577 +11%
UBS Group
5
UBS Group
Switzerland
$21.2M +$626K +25,675 +3%
Morgan Stanley
6
Morgan Stanley
New York
$19.1M +$1.27M +52,010 +7%
ACA
7
Aptus Capital Advisors
Alabama
$12.5M +$3.41M +139,771 +38%
RW
8
RVW Wealth
California
$8.43M +$8.26M +338,728 New
SIC
9
Sigma Investment Counselors
Michigan
$8.16M +$2.33M +95,400 +41%
GA
10
Gateway Advisory
New Jersey
$6.84M -$95.6K -3,921 -1%
US Bancorp
11
US Bancorp
Minnesota
$6.06M +$194K +7,967 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.98M +$512K +20,998 +12%
UCFA
13
United Capital Financial Advisors
Texas
$4.84M -$348K -14,286 -7%
Jane Street
14
Jane Street
New York
$4.58M +$4.48M +183,896 New
CTC
15
Central Trust Company
Missouri
$4.56M +$646K +26,500 +17%
CAI
16
Capital Advisors Inc
Oklahoma
$4.52M +$4.43M +181,783 New
DE
17
Day & Ennis
Georgia
$4.43M +$941K +38,584 +28%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.4M +$1.74M +71,154 +67%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.9M +$231K +9,460 +6%
RJA
20
Raymond James & Associates
Florida
$3.49M +$500K +20,503 +17%
AL
21
Aspiriant LLC
California
$3.1M -$3.03M -124,429 Closed
LPL Financial
22
LPL Financial
California
$3.07M +$1.41M +57,724 +88%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.72M +$409K +16,783 +18%
SWMG
24
Signature Wealth Management Group
Georgia
$2.66M +$42.4K +1,739 +2%
KF
25
Krilogy Financial
Missouri
$2.62M +$2.57M +105,273 New

IBDP Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2019, worth a combined $277M — up 17% from $236M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDP positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.48M. The largest seller was RiverGlades Family Offices, exiting entirely with an estimated $3.34M sold.

  • 81 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $277M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2019 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2019 was Jane Street, an estimated $4.48M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2019 was RiverGlades Family Offices, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2019.