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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

282 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

130% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.6B → $1.72B (+$124M)

5% more funds holding

Funds holding: 268282 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
282
Holders Change
+14
Holders Change %
+5.22%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
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
$178M +$12.1M +491,270 +7%
Morgan Stanley
2
Morgan Stanley
New York
$83M +$971K +39,570 +1%
Wells Fargo
3
Wells Fargo
California
$67.1M -$3.36M -136,968 -5%
UBS Group
4
UBS Group
Switzerland
$65.9M +$221K +9,011 +0.3%
NA
5
NewEdge Advisors
Louisiana
$58.7M +$801K +32,648 +1%
US Bancorp
6
US Bancorp
Minnesota
$50.5M -$2.67M -108,879 -5%
GT
7
Glenview Trust
Kentucky
$43.3M +$6.42M +261,576 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$39.6M -$1.42M -57,948 -3%
LPL Financial
9
LPL Financial
California
$34.9M +$2.8M +113,970 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.9M +$3.49M +142,449 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$30.2M +$30.2M +1,229,977 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$30.2M +$3.66M +149,392 +14%
Stifel Financial
13
Stifel Financial
Missouri
$29.9M +$1.99M +81,312 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.9M +$3.57M +145,368 +14%
SL
15
Summitry LLC
California
$27M +$413K +16,832 +2%
GA
16
Gateway Advisory
New Jersey
$25.7M +$1.35M +55,027 +6%
SIC
17
Sigma Investment Counselors
Michigan
$25.3M -$2.11M -85,932 -8%
CIM
18
Corda Investment Management
Texas
$24M +$509K +20,748 +2%
MFWM
19
Motley Fool Wealth Management
Virginia
$22.6M -$306K -12,464 -1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$21M -$689K -28,078 -3%
Ameriprise
21
Ameriprise
Minnesota
$20.8M -$3.89M -158,538 -16%
SAM
22
Simplify Asset Management
Nevada
$19.7M +$19.6M +800,000 New
RJA
23
Raymond James & Associates
Florida
$19.1M +$5.04M +205,286 +36%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$16.5M -$3.28M -133,547 -17%
MCM
25
MV Capital Management
Maryland
$16.1M +$1.92M +78,191 +14%

IBDP Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q1 2023, worth a combined $1.72B — up 7.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDP positions and 12 closed out — a net gain of 19 holders — while 147 added to existing stakes and 64 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.2M. The largest seller was Capital Advisors Inc, cutting an estimated $53.5M.

  • 282 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q1 2023, up from 268 in Q4 2022.
  • Funds reported $1.72B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q1 2023 and 12 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q1 2023 was Capital Advisors Inc, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2023.