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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$155M
2
KTM
Keeler Thomas Management
Utah
$14.3M
3
MFG
Merit Financial Group
Georgia
$8.29M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.68M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$32.7M
2
CIM
Corda Investment Management
Texas
$24M
3
SAM
Simplify Asset Management
Nevada
$2.1M
4
SWP
Stratos Wealth Partners
Ohio
$14.9M
5
WCM
Windsor Capital Management
Arizona
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
251
First National Bank of South Miami
Florida
$332K – – –
CCP
252
Cassia Capital Partners
North Carolina
$326K – – –
PHIC
253
Pine Haven Investment Counsel
Massachusetts
$311K -$13.5K -550 -4%
CAI
254
Capital Advisors Inc
Oklahoma
$309K -$70.7K -2,872 -19%
ACIM
255
Azimuth Capital Investment Management
Michigan
$303K -$24.6K -1,000 -8%
PCIA
256
Prime Capital Investment Advisors
Kansas
$302K +$302K +12,281 New
HBT
257
Hills Bank & Trust
Iowa
$295K +$295K +11,975 New
HWM
258
Horizons Wealth Management
North Carolina
$282K – – –
OHWP
259
Oak Harbor Wealth Partners
North Carolina
$272K +$197 +8 +0.1%
GIA
260
Gladstone Institutional Advisory
Florida
$267K -$266K – –
AC
261
AlphaCore Capital
California
$259K – – –
VCM
262
Vigilant Capital Management
Maine
$257K +$2.59K +105 +1%
JLBC
263
J.L. Bainbridge & Co
Florida
$255K – – –
ACM
264
Advance Capital Management
Michigan
$252K +$252K +10,228 New
GPA
265
Guidance Point Advisors
Massachusetts
$246K -$441K – –
CAN
266
Cetera Advisor Networks
California
$238K +$238K +9,673 New
KOMWMG
267
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K +$1.7K +69 +0.7%
CSIA
268
Conrad Siegel Investment Advisors
Pennsylvania
$218K -$126K -5,104 -37%
NSB
269
Norway Savings Bank
Maine
$212K -$12.3K -500 -5%
MAG
270
MRA Advisory Group
New Jersey
$211K – – –
BONH
271
Bank of New Hampshire
New Hampshire
$209K – – –
FFA
272
Fragasso Financial Advisors
Pennsylvania
$209K +$911 +37 +0.4%
DWA
273
Delap Wealth Advisory
Oregon
$205K – – –
BCM
274
Brookstone Capital Management
Illinois
$203K +$203K +8,264 New
CGFA
275
Colton Groome Financial Advisors
North Carolina
$202K -$24.6K -1,000 -11%
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