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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

142 hedge funds and large institutions have $645M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $603M → $645M (+$41.2M)

7% more funds holding

Funds holding: 133142 (+9)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
19
Increased
75
Reduced
25
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
$60.1M +$2.81M +106,242 +5%
ACA
2
Aptus Capital Advisors
Alabama
$54.1M +$13.4M +505,440 +33%
CAI
3
Capital Advisors Inc
Oklahoma
$51.8M +$1.48M +55,907 +3%
Morgan Stanley
4
Morgan Stanley
New York
$50.7M +$5.84M +220,762 +13%
UBS Group
5
UBS Group
Switzerland
$38.5M +$6.3M +237,845 +20%
CIA
6
Capital Investment Advisors
Georgia
$34.8M +$2.78M +105,035 +9%
Wells Fargo
7
Wells Fargo
California
$29.2M -$9.91M -374,421 -25%
US Bancorp
8
US Bancorp
Minnesota
$20.5M +$6.31M +238,502 +45%
RW
9
RVW Wealth
California
$19.9M +$2.22M +83,801 +13%
LPL Financial
10
LPL Financial
California
$19.2M +$664K +25,096 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.6M +$3.86M +145,773 +33%
Truist Financial
12
Truist Financial
North Carolina
$14.8M +$474K +17,902 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M +$1.95M +73,487 +16%
TCOK
14
Trust Company of Kansas
Kansas
$12.9M +$488K +18,420 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$12.4M
CTC
16
Central Trust Company
Missouri
$9.92M +$83.9K +3,168 +0.9%
RJA
17
Raymond James & Associates
Florida
$9.65M +$577K +21,787 +6%
GA
18
Gateway Advisory
New Jersey
$7.91M +$126K +4,750 +2%
SIC
19
Sigma Investment Counselors
Michigan
$7.34M -$6.95M -262,453 -49%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$6.72M +$612K +23,131 +10%
DE
21
Day & Ennis
Georgia
$5.77M +$38.5K +1,455 +0.7%
Ameriprise
22
Ameriprise
Minnesota
$5.74M +$284K +10,723 +5%
AIA
23
Arcadia Investment Advisors
Idaho
$5.58M +$294K +11,117 +6%
PPWM
24
PFG Private Wealth Management
Florida
$5.13M +$390K +14,745 +8%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$5.08M +$1.05M +39,621 +26%

IBDP Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2020, worth a combined $645M — up 6.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDP positions and 8 closed out — a net gain of 11 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $9.91M.

  • 142 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2020, up from 133 in Q2 2020.
  • Funds reported $645M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2020 and 8 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2020 was Wells Fargo, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2020.