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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

89 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $342M → $382M (+$39.6M)

2% more funds holding

Funds holding: 8789 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
48
Reduced
9
Closed
10
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
$44M +$5.73M +224,103 +15%
CAI
2
Capital Advisors Inc
Oklahoma
$34.7M
CIA
3
Capital Investment Advisors
Georgia
$29.2M +$602K +23,556 +2%
Morgan Stanley
4
Morgan Stanley
New York
$28.9M +$2.72M +106,488 +10%
MFWM
5
Motley Fool Wealth Management
Virginia
$24.9M -$562K -22,008 -2%
Wells Fargo
6
Wells Fargo
California
$22.2M +$501K +19,587 +2%
UBS Group
7
UBS Group
Switzerland
$21.2M +$1.71M +66,801 +9%
ACA
8
Aptus Capital Advisors
Alabama
$20.8M +$5.45M +213,360 +36%
RW
9
RVW Wealth
California
$15.1M +$2.59M +101,309 +21%
SIC
10
Sigma Investment Counselors
Michigan
$10.4M +$1.09M +42,735 +12%
GA
11
Gateway Advisory
New Jersey
$7.28M +$49.7K +1,945 +0.7%
LPL Financial
12
LPL Financial
California
$6.89M +$1.87M +73,265 +38%
US Bancorp
13
US Bancorp
Minnesota
$6.76M +$713K +27,887 +12%
CTC
14
Central Trust Company
Missouri
$6.66M +$1.08M +42,115 +19%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.51M +$390K +15,243 +6%
UCFA
16
United Capital Financial Advisors
Texas
$5.09M -$196K -7,685 -4%
AIA
17
Arcadia Investment Advisors
Idaho
$4.98M +$418K +16,346 +9%
DE
18
Day & Ennis
Georgia
$4.78M +$21.7K +850 +0.5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.72M +$74.2K +2,905 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.53M +$161K +6,313 +4%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$4.24M +$467K +18,287 +12%
GWA
22
Guidant Wealth Advisors
Illinois
$4.13M +$3.69M +144,569 +881%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.1M +$905K +35,427 +29%
RJA
24
Raymond James & Associates
Florida
$4.03M -$427K -16,706 -10%
Jane Street
25
Jane Street
New York
$3.2M -$1.4M -54,717 -31%

IBDP Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2019, worth a combined $382M — up 12% from $342M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDP positions and 10 closed out — a net gain of 2 holders — while 48 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $5.73M. The largest seller was Jane Street, cutting an estimated $1.4M.

  • 89 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $382M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2019 and 10 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2019 was Bank of America, an estimated $5.73M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2019.