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.

244 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 61

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$131M)

9% more funds holding

Funds holding: 224244 (+20)

Holders
244
Holders Change
+20
Holders Change %
+8.93%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
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
$136M +$14.6M +589,996 +12%
Morgan Stanley
2
Morgan Stanley
New York
$79.9M +$7.18K +291 +0%
UBS Group
3
UBS Group
Switzerland
$63.4M +$16.3M +660,659 +34%
CAI
4
Capital Advisors Inc
Oklahoma
$56.1M +$1.51M +61,232 +3%
Wells Fargo
5
Wells Fargo
California
$52M +$21.9M +886,400 +71%
US Bancorp
6
US Bancorp
Minnesota
$44.7M +$3.82M +154,788 +9%
LPL Financial
7
LPL Financial
California
$30.4M -$538K -21,786 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$30.2M +$2.47K +100 +0%
SIC
9
Sigma Investment Counselors
Michigan
$28.6M +$925K +37,457 +3%
Stifel Financial
10
Stifel Financial
Missouri
$27.7M +$7.1M +287,615 +34%
GT
11
Glenview Trust
Kentucky
$27M +$12.6M +510,960 +86%
SL
12
Summitry LLC
California
$26.5M +$26.9M +1,089,832 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.2M -$4.88M -197,611 -16%
CIM
14
Corda Investment Management
Texas
$24.8M +$36.2K +1,466 +0.1%
GA
15
Gateway Advisory
New Jersey
$24.3M -$793K -32,115 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$24.2M -$18.8M -761,607 Closed
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$22.1M +$6.01M +243,583 +37%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.9M +$5.58M +225,985 +33%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$21.1M +$4.5M +182,373 +27%
NA
20
NewEdge Advisors
Louisiana
$19.8M +$7.12M +288,446 +55%
Truist Financial
21
Truist Financial
North Carolina
$16.5M -$1.33M -53,877 -7%
Ameriprise
22
Ameriprise
Minnesota
$15.6M +$5.38M +217,897 +51%
RW
23
RVW Wealth
California
$14.5M -$6.23M -252,467 -30%
CTC
24
Central Trust Company
Missouri
$14.1M +$2.38M +96,449 +20%
SWP
25
Stratos Wealth Partners
Ohio
$13M

IBDP Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2022, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 9 closed out — a net gain of 22 holders — while 118 added to existing stakes and 61 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $26.9M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $25.4M.

  • 244 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.33B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2022 and 9 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $26.9M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2022.