We are live on ! Find out more
IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

170 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $960M → $1.08B (+$124M)

2% more funds holding

Funds holding: 166170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$133M +$22.6M +858,015 +20%
Bank of America
2
Bank of America
North Carolina
$98.3M +$4.55M +172,868 +5%
Morgan Stanley
3
Morgan Stanley
New York
$75.3M +$6.81M +258,786 +10%
CAI
4
Capital Advisors Inc
Oklahoma
$50.7M +$1.22M +46,307 +2%
UBS Group
5
UBS Group
Switzerland
$49.2M +$1.48M +56,214 +3%
CIA
6
Capital Investment Advisors
Georgia
$40M +$2.4M +91,297 +6%
Wells Fargo
7
Wells Fargo
California
$37.2M +$658K +25,012 +2%
US Bancorp
8
US Bancorp
Minnesota
$36.3M +$1.87M +71,070 +5%
LPL Financial
9
LPL Financial
California
$27.4M +$2.19M +83,192 +9%
Stifel Financial
10
Stifel Financial
Missouri
$26.9M +$24.1M +915,551 +847%
SIC
11
Sigma Investment Counselors
Michigan
$25.2M +$1.74M +66,272 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.2M +$873K +33,175 +4%
RW
13
RVW Wealth
California
$25M +$145K +5,499 +0.6%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$23.8M +$22.2M +841,510 +1,343%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$23.1M +$126K +4,777 +0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$22.4M +$22.4M +852,160 New
CIM
17
Corda Investment Management
Texas
$21.4M +$48.8K +1,855 +0.2%
Truist Financial
18
Truist Financial
North Carolina
$16.4M -$1.85M -70,118 -10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.4M +$1.33M +50,645 +13%
TWA
20
Tillar-Wenstrup Advisors
Ohio
$10.2M +$375K +14,262 +4%
CTC
21
Central Trust Company
Missouri
$10.1M -$61.7K -2,342 -0.6%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$9.36M +$893K +33,924 +11%
RJA
23
Raymond James & Associates
Florida
$8.87M +$81.7K +3,104 +0.9%
GA
24
Gateway Advisory
New Jersey
$8.28M +$110K +4,171 +1%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$8.25M +$122K +4,621 +1%

IBDP Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2021, worth a combined $1.08B — up 13% from $960M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDP positions and 13 closed out — a net gain of 5 holders — while 88 added to existing stakes and 26 trimmed.

The largest buyer was Stifel Financial, adding an estimated $24.1M. The largest seller was Truist Financial, cutting an estimated $1.85M.

  • 170 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.08B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2021 and 13 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2021 was Stifel Financial, an estimated $24.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.