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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

156 hedge funds and large institutions have $812M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $645M → $812M (+$168M)

10% more funds holding

Funds holding: 142156 (+14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
25
Increased
81
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$83.8M +$29.2M +1,103,997 +54%
Bank of America
2
Bank of America
North Carolina
$81.1M +$20.6M +777,158 +34%
Morgan Stanley
3
Morgan Stanley
New York
$59.5M +$8.55M +322,927 +17%
CAI
4
Capital Advisors Inc
Oklahoma
$51.7M -$305K -11,531 -0.6%
UBS Group
5
UBS Group
Switzerland
$45.3M +$6.53M +246,678 +17%
Wells Fargo
6
Wells Fargo
California
$35.7M +$6.36M +240,470 +22%
CIA
7
Capital Investment Advisors
Georgia
$30.4M -$4.57M -172,744 -13%
US Bancorp
8
US Bancorp
Minnesota
$28.1M +$7.52M +284,286 +37%
RW
9
RVW Wealth
California
$22M +$1.84M +69,608 +9%
LPL Financial
10
LPL Financial
California
$20.3M +$1.01M +38,154 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$19.9M +$4.23M +159,760 +27%
SIC
12
Sigma Investment Counselors
Michigan
$19.6M +$12.1M +458,400 +165%
HighTower Advisors
13
HighTower Advisors
Illinois
$18M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.7M +$3.69M +139,349 +26%
Truist Financial
15
Truist Financial
North Carolina
$16.2M +$1.38M +52,231 +9%
TCOK
16
Trust Company of Kansas
Kansas
$13.9M +$916K +34,621 +7%
RJA
17
Raymond James & Associates
Florida
$10.4M +$685K +25,877 +7%
CTC
18
Central Trust Company
Missouri
$10.3M +$311K +11,747 +3%
TWA
19
Tillar-Wenstrup Advisors
Ohio
$9.2M +$9.15M +345,931 New
GA
20
Gateway Advisory
New Jersey
$8.04M +$96.7K +3,654 +1%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$6.91M +$150K +5,684 +2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$6.25M +$1.14M +42,967 +22%
UCFA
23
United Capital Financial Advisors
Texas
$6.15M +$1.32M +49,833 +27%
Ameriprise
24
Ameriprise
Minnesota
$5.98M +$208K +7,871 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.96M +$857K +32,394 +17%

IBDP Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2020, worth a combined $812M — up 26% from $645M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDP positions and 10 closed out — a net gain of 15 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Capital Investment Advisors, cutting an estimated $4.57M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $812M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2020 was Capital Investment Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2020.