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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

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

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
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
$137M -$17.9M -710,754 -12%
Morgan Stanley
2
Morgan Stanley
New York
$71.8M -$6.58M -261,659 -8%
HPC
3
HM Payson & Co
Maine
$68.1M -$3.83M -152,389 -5%
UBS Group
4
UBS Group
Switzerland
$59.1M -$12.4M -492,206 -17%
LPL Financial
5
LPL Financial
California
$43.1M -$5.46M -217,099 -11%
GT
6
Glenview Trust
Kentucky
$41.4M -$753K -29,968 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$38.5M -$4.65M -185,142 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.6M -$1.71M -68,113 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$31.5M -$1.2M -47,681 -4%
Wells Fargo
10
Wells Fargo
California
$29.6M -$3.91M -155,544 -12%
Renaissance Technologies
11
Renaissance Technologies
New York
$28.2M +$8.13M +323,400 +41%
GWA
12
Gratus Wealth Advisors
Virginia
$27.7M +$1.28M +51,080 +5%
US Bancorp
13
US Bancorp
Minnesota
$27.5M -$3.44M -136,798 -11%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$26M -$687K -27,349 -3%
SL
15
Summitry LLC
California
$24.7M +$255K +10,160 +1%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$24M +$3.66M +145,619 +18%
Lido Advisors
17
Lido Advisors
California
$22.7M
SIC
18
Sigma Investment Counselors
Michigan
$20.8M -$1.56M -62,162 -7%
RW
19
RVW Wealth
California
$20.3M -$2.66M -105,826 -12%
HighTower Advisors
20
HighTower Advisors
Illinois
$18.3M
MFWM
21
Motley Fool Wealth Management
Virginia
$17.6M -$9.18M -365,159 -34%
NA
22
NewEdge Advisors
Louisiana
$16.8M -$585K -23,270 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$16.6M +$16M +637,013 +2,895%
KTM
24
Keeler Thomas Management
Utah
$16.1M -$236K -9,410 -1%
SAM
25
Summit Asset Management
Tennessee
$15.1M +$256K +10,171 +2%

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.