iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
312 hedge funds and large institutions have $1.92B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 142 increasing their positions, 85 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
67% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 85
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
9% more funds holding
Funds holding: 287 → 312 (+25)
9% less capital inflows, than outflows
Capital inflows: $271M | Capital outflows: $299M
3.6% less ownership
Funds ownership: 74.07% → 70.47% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HM Payson & Co
Portland,
Maine
|
+$44.7M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$31.5M |
| 3 |
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$16.1M |
| 4 |
NovaPoint Capital
Atlanta,
Georgia
|
+$12.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$149M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
-$53M |
| 3 |
Keeler Thomas Management
Orem,
Utah
|
-$13.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.04M |
IBDP Hedge Fund Activity: Q3 2023 in Review
312 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2023, worth a combined $1.92B — down 0.87% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IBDP positions and 12 closed out — a net gain of 33 holders — while 142 added to existing stakes and 85 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $44.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $149M.
- 312 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2023, up from 287 in Q2 2023.
- Funds reported $1.92B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2023, down 0.87% quarter-over-quarter.
- 45 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2023 and 12 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $44.7M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2023.