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IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Delisted

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

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2 hedge funds and large institutions have $14.2M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 325 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less capital invested

Capital invested by funds: $1.67B → $14.2M (-$1.65B)

99% less funds holding

Funds holding: 333 → 2 (-331)

100% less funds holding in top 10

Funds holding in top 10: 14 → 0 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 325

Holders
2
Holders Change
-331
Holders Change %
-99.4%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
325
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$628K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$137M
2
Morgan Stanley
Morgan Stanley
New York
-$71.8M
3
HPC
HM Payson & Co
Maine
-$68.1M
4
UBS Group
UBS Group
Switzerland
-$59.1M
5
LPL Financial
LPL Financial
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1
Journey Advisory Group
Kentucky
$8.02M – – –
IA
2
IFP Advisors
Florida
$6.2M +$628K +24,966 +11%
HNB
3
Huntington National Bank
Ohio
$48 – – –
Bank of America
4
Bank of America
North Carolina
– -$137M -5,437,132 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$71.8M -2,848,348 Closed
HPC
6
HM Payson & Co
Maine
– -$68.1M -2,701,434 Closed
UBS Group
7
UBS Group
Switzerland
– -$59.1M -2,344,993 Closed
LPL Financial
8
LPL Financial
California
– -$43.1M -1,708,177 Closed
GT
9
Glenview Trust
Kentucky
– -$41.4M -1,640,832 Closed
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
– -$31.6M -1,251,667 Closed
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
– -$31.5M -1,250,521 Closed
Wells Fargo
12
Wells Fargo
California
– -$29.6M -1,173,786 Closed
Renaissance Technologies
13
Renaissance Technologies
New York
– -$28.2M -1,118,200 Closed
GWA
14
Gratus Wealth Advisors
Virginia
– -$27.7M -1,101,714 Closed
US Bancorp
15
US Bancorp
Minnesota
– -$27.5M -1,092,742 Closed
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
– -$26M -1,032,323 Closed
SL
17
Summitry LLC
California
– -$24.7M -979,230 Closed
SVWAG
18
Sound View Wealth Advisors Group
Georgia
– -$24M -950,120 Closed
SIC
19
Sigma Investment Counselors
Michigan
– -$20.8M -825,986 Closed
RW
20
RVW Wealth
California
– -$20.3M -805,215 Closed
MFWM
21
Motley Fool Wealth Management
Virginia
– -$17.6M -697,542 Closed
NA
22
NewEdge Advisors
Louisiana
– -$16.8M -668,032 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$16.6M -659,020 Closed
KTM
24
Keeler Thomas Management
Utah
– -$16.1M -637,654 Closed
SAM
25
Summit Asset Management
Tennessee
– -$15.1M -597,351 Closed
1
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IBDP Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q4 2024, worth a combined $14.2M — down 99% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 325 funds closed out of IBDP and 0 opened new positions — a net loss of 325 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $628K. The largest seller was Bank of America, exiting entirely with an estimated $137M sold.

  • 2 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q4 2024, down from 333 in Q3 2024.
  • Funds reported $14.2M of iShares iBonds Dec 2024 Term Corporate ETF stock for Q4 2024, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q4 2024 and 325 closed out, a net change of -325 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q4 2024 was IFP Advisors, an estimated $628K added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q4 2024 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.