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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

167 hedge funds and large institutions have $905M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $812M → $905M (+$92.8M)

7% more funds holding

Funds holding: 156167 (+11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
21
Increased
87
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$96.9M +$13.7M +518,400 +16%
Bank of America
2
Bank of America
North Carolina
$88.2M +$7.72M +291,501 +10%
Morgan Stanley
3
Morgan Stanley
New York
$65.4M +$6.29M +237,529 +11%
CAI
4
Capital Advisors Inc
Oklahoma
$51M -$355K -13,422 -0.7%
UBS Group
5
UBS Group
Switzerland
$44.2M -$711K -26,837 -2%
Wells Fargo
6
Wells Fargo
California
$38.2M +$2.81M +105,968 +8%
CIA
7
Capital Investment Advisors
Georgia
$34.3M +$4.11M +155,258 +14%
US Bancorp
8
US Bancorp
Minnesota
$31.1M +$3.18M +120,105 +11%
RW
9
RVW Wealth
California
$24M +$2.3M +86,714 +11%
LPL Financial
10
LPL Financial
California
$22.6M +$2.44M +92,126 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.8M +$4.27M +161,136 +24%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$21.2M +$1.46M +55,127 +7%
SIC
13
Sigma Investment Counselors
Michigan
$21.1M +$1.67M +63,221 +9%
CIM
14
Corda Investment Management
Texas
$20.2M +$20.3M +764,883 New
HighTower Advisors
15
HighTower Advisors
Illinois
$18.6M
Truist Financial
16
Truist Financial
North Carolina
$16.4M +$298K +11,270 +2%
CTC
17
Central Trust Company
Missouri
$10.1M -$65.2K -2,462 -0.6%
TWA
18
Tillar-Wenstrup Advisors
Ohio
$9.61M +$483K +18,244 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.63M +$2.72M +102,616 +46%
RJA
20
Raymond James & Associates
Florida
$8.62M -$1.7M -64,182 -16%
GA
21
Gateway Advisory
New Jersey
$8.12M +$134K +5,060 +2%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$7.34M +$488K +18,413 +7%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$7.22M +$1.01M +38,313 +16%
Ameriprise
24
Ameriprise
Minnesota
$6.74M +$804K +30,375 +14%
Stifel Financial
25
Stifel Financial
Missouri
$6.67M +$4.08M +154,035 +156%

IBDP Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2021, worth a combined $905M — up 11% from $812M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDP positions and 9 closed out — a net gain of 12 holders — while 87 added to existing stakes and 35 trimmed.

The largest buyer was Corda Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.9M sold.

  • 167 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $905M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2021 was Corda Investment Management, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.