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.

187 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 39

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$67.1M)

3% more funds holding

Funds holding: 182187 (+5)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$174M +$12.7M +498,226 +8%
Bank of America
2
Bank of America
North Carolina
$104M +$3.92M +153,953 +4%
Morgan Stanley
3
Morgan Stanley
New York
$76.1M +$4.99M +195,947 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$50.4M +$1.52M +59,624 +3%
CIA
5
Capital Investment Advisors
Georgia
$41.8M +$1.87M +73,480 +5%
US Bancorp
6
US Bancorp
Minnesota
$40.7M +$3.33M +130,870 +9%
UBS Group
7
UBS Group
Switzerland
$38.5M -$9.33M -366,329 -19%
EK
8
Evensky & Katz
Florida
$33.9M +$22.6M +886,554 +191%
Stifel Financial
9
Stifel Financial
Missouri
$33.8M +$6.38M +250,397 +23%
Wells Fargo
10
Wells Fargo
California
$32.7M -$1.87M -73,409 -5%
LPL Financial
11
LPL Financial
California
$29.5M +$1.48M +57,905 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$29.3M +$6.98M +273,921 +31%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$28.6M +$29.4M +1,153,996 New
SIC
14
Sigma Investment Counselors
Michigan
$26.7M +$1.4M +54,883 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$26M
GA
16
Gateway Advisory
New Jersey
$26M +$18.4M +720,468 +229%
CIM
17
Corda Investment Management
Texas
$25.1M +$344K +13,518 +1%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$24.3M +$529K +20,756 +2%
RW
19
RVW Wealth
California
$22.2M -$12K -471 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22M -$1.31M -51,425 -6%
Truist Financial
21
Truist Financial
North Carolina
$21.4M +$5.62M +220,669 +35%
Ameriprise
22
Ameriprise
Minnesota
$15.6M +$595K +23,370 +4%
SWP
23
Stratos Wealth Partners
Ohio
$14.2M
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$12.5M +$2.94M +115,290 +30%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11.5M +$935K +36,703 +9%

IBDP Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2022, worth a combined $1.27B — up 5.6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBDP positions and 20 closed out — a net gain of 8 holders — while 92 added to existing stakes and 39 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $25.5M sold.

  • 187 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.27B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2022 and 20 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $29.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2022.