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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

87 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $277M → $342M (+$65.3M)

7% more funds holding

Funds holding: 8187 (+6)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
45
Reduced
12
Closed
4
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
$38M +$2.4M +96,030 +7%
CAI
2
Capital Advisors Inc
Oklahoma
$34.7M +$29.5M +1,178,657 +648%
CIA
3
Capital Investment Advisors
Georgia
$28.4M +$1.66M +66,470 +6%
Morgan Stanley
4
Morgan Stanley
New York
$25.9M +$6.25M +250,320 +33%
MFWM
5
Motley Fool Wealth Management
Virginia
$25.3M -$902K -36,102 -4%
Wells Fargo
6
Wells Fargo
California
$21.5M -$823K -32,942 -4%
UBS Group
7
UBS Group
Switzerland
$19.4M -$2.36M -94,257 -11%
ACA
8
Aptus Capital Advisors
Alabama
$15.2M +$2.29M +91,654 +18%
RW
9
RVW Wealth
California
$12.4M +$3.69M +147,869 +44%
SIC
10
Sigma Investment Counselors
Michigan
$9.25M +$883K +35,340 +11%
GA
11
Gateway Advisory
New Jersey
$7.17M +$160K +6,421 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.07M +$951K +38,054 +19%
US Bancorp
13
US Bancorp
Minnesota
$5.99M -$213K -8,518 -3%
CTC
14
Central Trust Company
Missouri
$5.5M +$843K +33,720 +18%
UCFA
15
United Capital Financial Advisors
Texas
$5.24M +$280K +11,186 +6%
LPL Financial
16
LPL Financial
California
$4.97M +$1.79M +71,694 +58%
DE
17
Day & Ennis
Georgia
$4.71M +$171K +6,852 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.61M +$93.6K +3,747 +2%
Jane Street
19
Jane Street
New York
$4.57M -$112K -4,500 -2%
AIA
20
Arcadia Investment Advisors
Idaho
$4.52M +$3.08M +123,198 +227%
RJA
21
Raymond James & Associates
Florida
$4.42M +$832K +33,292 +24%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.33M +$339K +13,570 +9%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$3.74M +$3.66M +146,657 New
AL
24
Aspiriant LLC
California
$3.17M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.16M +$366K +14,658 +13%

IBDP Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2019, worth a combined $342M — up 24% from $277M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDP positions and 4 closed out — a net gain of 10 holders — while 45 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $29.5M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 87 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $342M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2019, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2019 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $29.5M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.