IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Overview Fund Activity
Delisted

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

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283 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+14
Holders Change %
+5.2%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30.2M
2
SAM
2
Simplify Asset Management
Nevada
$19.7M
3
Bank of America
3
Bank of America
North Carolina
$178M
4
JAG
4
Journey Advisory Group
Kentucky
$8.27M
5
EWA
5
EP Wealth Advisors
California
$9.91M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$379K
2
SWP
2
Stratos Wealth Partners
Ohio
$14.3M
3
WCM
3
Windsor Capital Management
Arizona
$10.9M
4
VVP
4
Venture Visionary Partners
Ohio
$6.87M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
IRON Financial
Illinois
$404K +$11.2K +455 +3%
KCM
227
Kathmere Capital Management
Pennsylvania
$389K +$1.08K +44 +0.3%
EIA
228
Eldridge Investment Advisors
New Hampshire
$386K +$1.62K +66 +0.4%
SWPG
229
Strategic Wealth Partners Group
Illinois
$383K +$54.3K +2,201 +17%
CAI
230
Capital Advisors Inc
Oklahoma
$379K -$53.6M -2,181,601 -99%
OCAM
231
Onex Canada Asset Management
Ontario, Canada
$376K – – –
ANTB
232
AMG National Trust Bank
Colorado
$376K +$376K +15,282 New
TFS
233
Thoroughbred Financial Services
Tennessee
$367K +$150K +6,111 +69%
HH
234
Hilltop Holdings
Texas
$358K – – –
CSIA
235
Conrad Siegel Investment Advisors
Pennsylvania
$343K +$1.65K +67 +0.5%
SWP
236
Summit Wealth Partners
Florida
$343K +$343K +13,941 New
GAM
237
Gould Asset Management
California
$338K -$133K -5,395 -28%
OAM
238
Occidental Asset Management
California
$333K – – –
FNBOSM
239
First National Bank of South Miami
Florida
$332K – – –
ACIM
240
Azimuth Capital Investment Management
Michigan
$327K -$29.5K -1,200 -8%
CCP
241
Cassia Capital Partners
North Carolina
$325K – – –
PHIC
242
Pine Haven Investment Counsel
Massachusetts
$325K – – –
KFAA
243
Klaas Financial Asset Advisors
Illinois
$306K +$39.1K +1,590 +15%
HWM
244
Horizons Wealth Management
North Carolina
$281K – – –
OHWP
245
Oak Harbor Wealth Partners
North Carolina
$271K +$46.5K +1,892 +21%
IA
246
IFG Advisory
Georgia
$269K +$7.33K +298 +3%
CFGS
247
Concourse Financial Group Securities
Alabama
$269K +$40.3K +1,639 +18%
GIA
248
Gladstone Institutional Advisory
Florida
$266K -$256K – –
LSA
249
L & S Advisors
California
$266K +$266K +10,816 New
AC
250
AlphaCore Capital
California
$258K – – –
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10
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