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.

182 hedge funds and large institutions have $1.2B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.08B → $1.2B (+$117M)

7% more funds holding

Funds holding: 170182 (+12)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
28
Increased
84
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$167M +$36.1M +1,384,955 +27%
Bank of America
2
Bank of America
North Carolina
$104M +$6.62M +254,174 +7%
Morgan Stanley
3
Morgan Stanley
New York
$73.5M -$725K -27,823 -1%
CAI
4
Capital Advisors Inc
Oklahoma
$50.6M +$557K +21,381 +1%
UBS Group
5
UBS Group
Switzerland
$49.3M +$723K +27,765 +1%
CIA
6
Capital Investment Advisors
Georgia
$41.3M +$1.83M +70,440 +5%
US Bancorp
7
US Bancorp
Minnesota
$38.7M +$2.82M +108,469 +8%
Wells Fargo
8
Wells Fargo
California
$35.7M -$1.03M -39,442 -3%
LPL Financial
9
LPL Financial
California
$28.9M +$1.95M +75,001 +7%
Stifel Financial
10
Stifel Financial
Missouri
$28.4M +$1.87M +71,650 +7%
HighTower Advisors
11
HighTower Advisors
Illinois
$27.3M -$22.2M -852,160 Closed
SIC
12
Sigma Investment Counselors
Michigan
$26.2M +$1.38M +53,107 +6%
CIM
13
Corda Investment Management
Texas
$25.5M +$4.48M +171,860 +21%
TFA
14
Tobias Financial Advisors
Florida
$25.5M +$25.6M +984,800 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$24.6M +$1.14M +43,885 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24M -$803K -30,834 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$23.1M +$303K +11,621 +1%
RW
18
RVW Wealth
California
$23M -$1.37M -52,443 -6%
Truist Financial
19
Truist Financial
North Carolina
$16.4M +$194K +7,452 +1%
Ameriprise
20
Ameriprise
Minnesota
$15.5M +$8.53M +327,494 +121%
SWP
21
Stratos Wealth Partners
Ohio
$14.4M
EK
22
Evensky & Katz
Florida
$12M +$12.1M +464,228 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11M -$294K -11,303 -3%
CTC
24
Central Trust Company
Missouri
$10.2M +$196K +7,538 +2%
TWA
25
Tillar-Wenstrup Advisors
Ohio
$10.1M -$24K -921 -0.2%

IBDP Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2021, worth a combined $1.2B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 14 closed out — a net gain of 14 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $22.2M sold.

  • 182 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $1.2B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $36.1M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.