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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

123 hedge funds and large institutions have $509M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 118123 (+5)

4% more capital invested

Capital invested by funds: $491M → $509M (+$18.8M)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
18
Increased
57
Reduced
26
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
$54.5M +$1.5M +58,928 +3%
CAI
2
Capital Advisors Inc
Oklahoma
$45.1M +$1.31M +51,662 +3%
Morgan Stanley
3
Morgan Stanley
New York
$37.2M +$5.04M +198,127 +15%
Wells Fargo
4
Wells Fargo
California
$29.4M -$341K -13,397 -1%
CIA
5
Capital Investment Advisors
Georgia
$28.2M -$17.9K -702 -0.1%
UBS Group
6
UBS Group
Switzerland
$27.1M +$4.47M +175,523 +19%
MFWM
7
Motley Fool Wealth Management
Virginia
$19.8M -$4.02M -158,101 -16%
LPL Financial
8
LPL Financial
California
$17.2M +$5.39M +212,060 +44%
RW
9
RVW Wealth
California
$14.5M -$2.71M -106,346 -15%
Jane Street
10
Jane Street
New York
$14.2M +$13.9M +547,263 +1,919%
Truist Financial
11
Truist Financial
North Carolina
$13.1M +$11.6M +455,202 +611%
SIC
12
Sigma Investment Counselors
Michigan
$12M +$783K +30,788 +7%
TCOK
13
Trust Company of Kansas
Kansas
$11.1M +$836K +32,850 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.1M +$10.3M +406,627 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.75M -$475K -18,652 -5%
US Bancorp
16
US Bancorp
Minnesota
$9.3M +$1.95M +76,642 +26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.14M +$1.45M +56,909 +21%
CTC
18
Central Trust Company
Missouri
$7.46M +$350K +13,754 +5%
GA
19
Gateway Advisory
New Jersey
$7M -$11.2K -440 -0.2%
RJA
20
Raymond James & Associates
Florida
$6.67M +$671K +26,386 +11%
AWM
21
Argent Wealth Management
Massachusetts
$6.03M -$804K -31,596 -11%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$5.31M -$10.8K -426 -0.2%
UCFA
23
United Capital Financial Advisors
Texas
$5.15M -$55.4K -2,177 -1%
DE
24
Day & Ennis
Georgia
$5.02M +$204K +8,004 +4%
Ameriprise
25
Ameriprise
Minnesota
$4.97M +$1.54M +60,658 +43%

IBDP Hedge Fund Activity: Q1 2020 in Review

123 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2020, worth a combined $509M — up 3.8% from $491M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $24.8M sold.

  • 123 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $509M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2020 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $13.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2020.