IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Overview Fund Activity
Delisted

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

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+36
Holders Change %
+11.46%
% of All Funds
5.13%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
64
Increased
158
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$170M
2
APS
American Planning Services
Florida
$24.1M
3
KCM
Kathmere Capital Management
Pennsylvania
$23M
4
KTM
Keeler Thomas Management
Utah
$15M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$35.1M
2
GA
Gateway Advisory
New Jersey
$202K
3
Osaic Holdings
Osaic Holdings
Arizona
$9.74M
4
NA
NewEdge Advisors
Louisiana
$50.2M
5
SWP
Stratos Wealth Partners
Ohio
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
226
Granite Harbor Advisors
Texas
$699K -$37.3K -1,498 -5%
SS
227
Simplicity Solutions
Minnesota
$674K +$674K +27,068 New
RWP
228
Reliant Wealth Planning
Kentucky
$661K +$131K +5,260 +25%
MCM
229
Mattern Capital Management
Colorado
$643K – – –
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$642K -$24.3K -974 -4%
AWM
231
Alterna Wealth Management
Texas
$609K +$140K +5,620 +30%
FMWA
232
Forvis Mazars Wealth Advisors
Missouri
$602K -$598K – –
GAM
233
Gould Asset Management
California
$598K +$259K +10,400 +76%
JBA
234
Johnson Bixby & Associates
Washington
$582K +$275K +11,053 +90%
AM
235
Atwater Malick
Pennsylvania
$577K +$101K +4,040 +21%
SF
236
Safeguard Financial
Wisconsin
$573K +$238K +9,573 +71%
CIAS
237
CFS Investment Advisory Services
New Jersey
$551K -$239K -9,617 -30%
PIMG
238
Patriot Investment Management Group
Tennessee
$550K +$125K +5,000 +29%
DWT
239
Dorsey & Whitney Trust
South Dakota
$548K – – –
AA
240
Alesco Advisors
New York
$538K – – –
TF
241
Tompkins Financial
New York
$538K – – –
CWM
242
Cornerstone Wealth Management
Missouri
$532K +$10.9K +439 +2%
NL
243
NWAM LLC
Washington
$529K +$529K +21,224 New
SP
244
Stablepoint Partners
Massachusetts
$523K +$523K +20,976 New
CWM
245
Curi Wealth Management
North Carolina
$514K -$58.4K -2,343 -10%
CFG
246
Carr Financial Group
Massachusetts
$508K -$5.75K -231 -1%
EH
247
Equitable Holdings
New York
$505K +$52.3K +2,101 +12%
AIM
248
Arcadia Investment Management
Michigan
$505K -$67.3K -2,700 -12%
BSSFA
249
Baron Silver Stevens Financial Advisors
Florida
$495K -$391K – –
CPIA
250
Cornell Pochily Investment Advisors
New York
$489K -$26.1K -1,049 -5%
8 9
10
11 12