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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

354 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$87M)

2% less funds holding

Funds holding: 360354 (-6)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

Holders
354
Holders Change
-6
Holders Change %
-1.67%
% of All Funds
5.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
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
$154M -$10.4M -413,281 -6%
Morgan Stanley
2
Morgan Stanley
New York
$78.2M +$873K +34,822 +1%
HPC
3
HM Payson & Co
Maine
$71.7M +$3.69M +147,369 +5%
UBS Group
4
UBS Group
Switzerland
$71.3M -$1.96M -78,184 -3%
LPL Financial
5
LPL Financial
California
$48.4M +$2.6M +103,648 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.1M +$2.11M +84,315 +5%
GT
7
Glenview Trust
Kentucky
$42M -$2.19M -87,581 -5%
Wells Fargo
8
Wells Fargo
California
$33.4M -$12M -477,581 -26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33.2M -$116K -4,631 -0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$32.6M -$1.85K -74 -0%
US Bancorp
11
US Bancorp
Minnesota
$30.9M -$6.22M -248,181 -17%
KCM
12
Kathmere Capital Management
Pennsylvania
$30.2M +$4.5M +179,476 +18%
MFWM
13
Motley Fool Wealth Management
Virginia
$26.7M +$499K +19,935 +2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$26.6M +$3.72M +148,359 +16%
GWA
15
Gratus Wealth Advisors
Virginia
$26.4M +$420K +16,777 +2%
SL
16
Summitry LLC
California
$24.4M +$429K +17,110 +2%
Lido Advisors
17
Lido Advisors
California
$23M
RW
18
RVW Wealth
California
$22.9M +$6.28M +250,624 +38%
SIC
19
Sigma Investment Counselors
Michigan
$22.3M -$1.95M -77,721 -8%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$20.2M +$655K +26,123 +3%
Renaissance Technologies
21
Renaissance Technologies
New York
$20M -$426K -17,010 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$19.3M -$711K -28,389 -4%
RJA
23
Raymond James & Associates
Florida
$19.1M -$383K -15,298 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$17.5M
NA
25
NewEdge Advisors
Louisiana
$17.4M -$62K -2,474 -0.4%

IBDP Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q2 2024, worth a combined $1.86B — down 4.5% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IBDP and 24 opened new positions — a net loss of 1 holder — while 157 trimmed existing stakes and 122 added.

The largest buyer was Focus Partners Wealth, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 354 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q2 2024, down from 360 in Q1 2024.
  • Funds reported $1.86B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q2 2024 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.