iShares iBonds Dec 2024 Term Corporate ETF
IBDP
IBDP was delisted on the 16th of December, 2024.
350 hedge funds and large institutions have $2.22B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 86 reducing their positions, and 26 closing their positions.
146% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 26
84% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 86
14% more capital invested
Capital invested by funds: $1.94B → $2.22B (+$279M)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
11% more funds holding
Funds holding: 314 → 350 (+36)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$87.1M |
| 2 |
APS
American Planning Services
Sun City Center,
Florida
|
+$24M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$22.7M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$14.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$25.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.2M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$18.9M |
| 4 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$11.5M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$8.87M |
IBDP Hedge Fund Activity: Q4 2023 in Review
350 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2023, worth a combined $2.22B — up 14% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IBDP positions and 26 closed out — a net gain of 38 holders — while 158 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $87.1M. The largest seller was Gateway Advisory, cutting an estimated $25.4M.
- 350 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2023, up from 314 in Q3 2023.
- Funds reported $2.22B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 64 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2023 and 26 closed out, a net change of +38 holders.
- The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $87.1M added.
- The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2023 was Gateway Advisory, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2023.