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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

118 hedge funds and large institutions have $491M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

33% more funds holding

Funds holding: 89118 (+29)

28% more capital invested

Capital invested by funds: $382M → $491M (+$109M)

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
33
Increased
62
Reduced
11
Closed
3
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
$55.1M +$11.1M +431,738 +25%
CAI
2
Capital Advisors Inc
Oklahoma
$45.6M +$10.6M +413,079 +30%
Morgan Stanley
3
Morgan Stanley
New York
$33.6M +$4.69M +182,949 +16%
Wells Fargo
4
Wells Fargo
California
$30.9M +$8.72M +339,864 +39%
CIA
5
Capital Investment Advisors
Georgia
$29.4M +$136K +5,303 +0.5%
ACA
6
Aptus Capital Advisors
Alabama
$24.8M +$4.01M +156,464 +19%
MFWM
7
Motley Fool Wealth Management
Virginia
$24.7M -$230K -8,975 -0.9%
UBS Group
8
UBS Group
Switzerland
$23.6M +$2.41M +93,782 +11%
RW
9
RVW Wealth
California
$17.8M +$2.65M +103,235 +18%
LPL Financial
10
LPL Financial
California
$12.4M +$5.53M +215,692 +80%
SIC
11
Sigma Investment Counselors
Michigan
$11.7M +$1.27M +49,463 +12%
TCOK
12
Trust Company of Kansas
Kansas
$10.6M +$10.6M +414,425 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.6M +$4.1M +159,707 +63%
US Bancorp
14
US Bancorp
Minnesota
$7.69M +$933K +36,388 +14%
CTC
15
Central Trust Company
Missouri
$7.4M +$736K +28,700 +11%
GA
16
Gateway Advisory
New Jersey
$7.28M +$4.92K +192 +0.1%
AWM
17
Argent Wealth Management
Massachusetts
$7.12M +$7.11M +277,099 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.99M +$2.89M +112,650 +71%
RJA
19
Raymond James & Associates
Florida
$6.25M +$2.22M +86,526 +55%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.08M +$1.55M +60,285 +34%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$5.53M +$1.29M +50,191 +30%
UCFA
22
United Capital Financial Advisors
Texas
$5.41M +$322K +12,562 +6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.21M +$486K +18,964 +10%
AIA
24
Arcadia Investment Advisors
Idaho
$5.05M +$68.1K +2,653 +1%
DE
25
Day & Ennis
Georgia
$5.01M +$235K +9,173 +5%

IBDP Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2019, worth a combined $491M — up 28% from $382M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDP positions and 3 closed out — a net gain of 30 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $11.1M. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 118 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2019, up from 89 in Q3 2019.
  • Funds reported $491M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2019 and 3 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2019 was Bank of America, an estimated $11.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2019 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2019.