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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

86% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 64

21% more capital invested

Capital invested by funds: $1.33B → $1.6B (+$273M)

10% more funds holding

Funds holding: 244268 (+24)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
268
Holders Change
+24
Holders Change %
+9.84%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
54
Increased
119
Reduced
64
Closed
28
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
$165M +$29M +1,188,471 +21%
Morgan Stanley
2
Morgan Stanley
New York
$81.5M +$1.3M +53,547 +2%
Wells Fargo
3
Wells Fargo
California
$70M +$17.8M +729,111 +34%
UBS Group
4
UBS Group
Switzerland
$65.3M +$1.68M +68,966 +3%
CAI
5
Capital Advisors Inc
Oklahoma
$53.7M -$2.99M -122,643 -5%
US Bancorp
6
US Bancorp
Minnesota
$52.8M +$7.94M +325,959 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.7M +$10.5M +428,957 +35%
NA
8
NewEdge Advisors
Louisiana
$37.1M +$37.6M +1,541,391 +190%
GT
9
Glenview Trust
Kentucky
$36.6M +$9.51M +390,188 +35%
LPL Financial
10
LPL Financial
California
$31.9M +$1.38M +56,601 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.1M +$3.89M +159,602 +15%
Stifel Financial
12
Stifel Financial
Missouri
$27.7M -$143K -5,881 -0.5%
SIC
13
Sigma Investment Counselors
Michigan
$27.2M -$1.48M -60,618 -5%
HighTower Advisors
14
HighTower Advisors
Illinois
$27M
SL
15
Summitry LLC
California
$26.4M -$258K -10,589 -1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$26.3M +$4.14M +170,047 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.1M +$3.12M +127,956 +14%
Ameriprise
18
Ameriprise
Minnesota
$24.6M +$8.86M +363,724 +57%
GA
19
Gateway Advisory
New Jersey
$24.2M -$237K -9,716 -1%
CIM
20
Corda Investment Management
Texas
$23.3M -$1.57M -64,565 -6%
MFWM
21
Motley Fool Wealth Management
Virginia
$22.7M +$22.7M +931,153 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$21.6M +$397K +16,291 +2%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$20.1M +$10.1M +413,787 +105%
SWP
24
Stratos Wealth Partners
Ohio
$16.1M
CTC
25
Central Trust Company
Missouri
$15.6M +$1.47M +60,512 +10%

IBDP Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2022, worth a combined $1.6B — up 21% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IBDP positions and 28 closed out — a net gain of 26 holders — while 119 added to existing stakes and 64 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $37.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $21.9M.

  • 268 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $1.6B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 54 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2022 and 28 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.