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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

133 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $509M → $603M (+$94M)

8% more funds holding

Funds holding: 123133 (+10)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
24
Increased
62
Reduced
20
Closed
13
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
$57.1M -$958K -37,178 -2%
CAI
2
Capital Advisors Inc
Oklahoma
$50.5M +$1.99M +77,125 +4%
Morgan Stanley
3
Morgan Stanley
New York
$44.7M +$4.87M +189,116 +13%
ACA
4
Aptus Capital Advisors
Alabama
$40.6M +$39.8M +1,544,477 New
Wells Fargo
5
Wells Fargo
California
$38.9M +$7.4M +287,398 +24%
UBS Group
6
UBS Group
Switzerland
$32.1M +$3.17M +122,916 +11%
CIA
7
Capital Investment Advisors
Georgia
$32M +$1.87M +72,595 +6%
LPL Financial
8
LPL Financial
California
$18.5M +$107K +4,141 +0.6%
RW
9
RVW Wealth
California
$17.6M +$2.17M +84,351 +14%
Truist Financial
10
Truist Financial
North Carolina
$14.2M +$267K +10,347 +2%
SIC
11
Sigma Investment Counselors
Michigan
$14.2M +$1.39M +53,901 +11%
US Bancorp
12
US Bancorp
Minnesota
$14.1M +$4.09M +158,917 +42%
TCOK
13
Trust Company of Kansas
Kansas
$12.3M +$538K +20,897 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12M +$3.21M +124,640 +38%
HighTower Advisors
15
HighTower Advisors
Illinois
$11.8M -$10.5M -406,627 Closed
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.7M +$1.27M +49,223 +12%
CTC
17
Central Trust Company
Missouri
$9.8M +$1.81M +70,192 +23%
RJA
18
Raymond James & Associates
Florida
$9.04M +$1.89M +73,337 +27%
FFIC
19
First Fiduciary Investment Counsel
Ohio
$8.17M +$39.4K +1,530 +5%
GA
20
Gateway Advisory
New Jersey
$7.75M +$288K +11,196 +4%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$6.09M +$421K +16,349 +8%
DE
22
Day & Ennis
Georgia
$5.71M +$353K +13,701 +7%
Ameriprise
23
Ameriprise
Minnesota
$5.44M +$131K +5,072 +3%
AIA
24
Arcadia Investment Advisors
Idaho
$5.27M +$475K +18,445 +10%
UCFA
25
United Capital Financial Advisors
Texas
$4.87M -$610K -23,666 -11%

IBDP Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2020, worth a combined $603M — up 18% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDP positions and 13 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.8M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $19.8M sold.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $603M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $39.8M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.