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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

224 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

20% more funds holding

Funds holding: 187224 (+37)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$72.5M)

Holders
224
Holders Change
+37
Holders Change %
+19.79%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
53
Increased
84
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$123M +$20.6M +829,255 +20%
Morgan Stanley
2
Morgan Stanley
New York
$81.2M +$6.22M +250,299 +8%
CAI
3
Capital Advisors Inc
Oklahoma
$55.9M +$6.19M +248,821 +12%
UBS Group
4
UBS Group
Switzerland
$48.1M +$10.2M +408,903 +27%
US Bancorp
5
US Bancorp
Minnesota
$41.6M +$1.48M +59,587 +4%
LPL Financial
6
LPL Financial
California
$31.4M +$2.4M +96,401 +8%
Wells Fargo
7
Wells Fargo
California
$30.9M -$1.28M -51,644 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$30.7M +$1.83M +73,399 +6%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M +$2.04M +82,055 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$30.5M +$8.88M +357,018 +41%
SIC
11
Sigma Investment Counselors
Michigan
$28.2M +$1.82M +73,113 +7%
GA
12
Gateway Advisory
New Jersey
$25.5M -$95.5K -3,839 -0.4%
CIM
13
Corda Investment Management
Texas
$25.2M +$471K +18,955 +2%
Stifel Financial
14
Stifel Financial
Missouri
$21.1M -$12.3M -493,973 -37%
RW
15
RVW Wealth
California
$21M -$932K -37,473 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$18.8M +$18.9M +761,607 New
Truist Financial
17
Truist Financial
North Carolina
$18.1M -$3.02M -121,473 -14%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$17M -$7.05M -283,436 -29%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$16.7M +$5.34M +214,957 +47%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$16.5M +$4.15M +166,926 +34%
GT
21
Glenview Trust
Kentucky
$14.8M +$14.8M +596,272 New
NA
22
NewEdge Advisors
Louisiana
$13M +$13.1M +524,891 New
SWP
23
Stratos Wealth Partners
Ohio
$12.2M
CTC
24
Central Trust Company
Missouri
$11.9M +$2.19M +87,877 +22%
RJA
25
Raymond James & Associates
Florida
$11.6M +$2.62M +105,223 +29%

IBDP Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2022, worth a combined $1.19B — down 5.7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDP positions and 15 closed out — a net gain of 38 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $174M sold.

  • 224 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2022, up from 187 in Q1 2022.
  • Funds reported $1.19B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2022 and 15 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $20.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2022.