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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

166 hedge funds and large institutions have $960M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $905M → $960M (+$54.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 167166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
86
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$111M +$13.7M +518,400 +14%
Bank of America
2
Bank of America
North Carolina
$94M +$5.88M +222,526 +7%
Morgan Stanley
3
Morgan Stanley
New York
$68.7M +$3.39M +128,365 +5%
CAI
4
Capital Advisors Inc
Oklahoma
$49.6M -$1.35M -50,954 -3%
UBS Group
5
UBS Group
Switzerland
$47.9M +$3.69M +139,730 +8%
CIA
6
Capital Investment Advisors
Georgia
$37.7M +$3.47M +131,570 +10%
Wells Fargo
7
Wells Fargo
California
$36.6M -$1.57M -59,479 -4%
US Bancorp
8
US Bancorp
Minnesota
$34.6M +$3.52M +133,497 +11%
LPL Financial
9
LPL Financial
California
$25.3M +$2.71M +102,481 +12%
RW
10
RVW Wealth
California
$25M +$614K +23,272 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.4M +$2.53M +95,862 +12%
SIC
12
Sigma Investment Counselors
Michigan
$23.5M +$2.42M +91,595 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$23.1M +$1.89M +71,489 +9%
CIM
14
Corda Investment Management
Texas
$21.4M +$1.22M +46,202 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$20.6M
Truist Financial
16
Truist Financial
North Carolina
$18.3M +$1.91M +72,283 +12%
CTC
17
Central Trust Company
Missouri
$10.2M +$71.8K +2,718 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.1M +$1.5M +56,806 +17%
TWA
19
Tillar-Wenstrup Advisors
Ohio
$9.88M +$276K +10,451 +3%
RJA
20
Raymond James & Associates
Florida
$8.82M +$209K +7,905 +2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$8.5M +$1.29M +48,731 +18%
GA
22
Gateway Advisory
New Jersey
$8.2M +$83.9K +3,178 +1%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$8.15M +$813K +30,780 +11%
Ameriprise
24
Ameriprise
Minnesota
$7.04M +$303K +11,475 +4%
ACM
25
Azimuth Capital Management
Michigan
$6.86M +$418K +15,850 +6%

IBDP Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2021, worth a combined $960M — up 6% from $905M a quarter earlier.

Fund positioning in IBDP was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 86 added to existing stakes and 35 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.22M.

  • 166 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $960M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2021, up 6% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2021 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.7M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2021.