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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314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
5.01%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$47.9M
2
AWM
AE Wealth Management
Kansas
$35.7M
3
GBWM
Granite Bay Wealth Management
New Hampshire
$28.7M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$16.2M
5
NC
NovaPoint Capital
Georgia
$13.7M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
EWA
EP Wealth Advisors
California
$6.64M
3
HighTower Advisors
HighTower Advisors
Illinois
$33.5M
4
CIM
Corda Investment Management
Texas
$0
5
Lido Advisors
Lido Advisors
California
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
251
Financial Futures
New Jersey
$327K -$2.85M -115,129 -90%
PHIC
252
Pine Haven Investment Counsel
Massachusetts
$323K +$9.89K +400 +3%
JLBC
253
J.L. Bainbridge & Co
Florida
$318K +$61.4K +2,481 +24%
SWA
254
Stratos Wealth Advisors
Ohio
$315K – – –
JBA
255
Johnson Bixby & Associates
Washington
$305K +$305K +12,320 New
CCA
256
Childress Capital Advisors
Texas
$300K +$300K +12,136 New
KAS
257
KPP Advisory Services
Kentucky
$298K +$298K +12,050 New
HWM
258
Horizons Wealth Management
North Carolina
$284K +$1.51K +61 +0.5%
CCP
259
Cassia Capital Partners
North Carolina
$281K -$46.4K -1,878 -14%
FIM
260
Freedom Investment Management
Connecticut
$269K +$269K +10,872 New
AC
261
AlphaCore Capital
California
$266K +$6.18K +250 +2%
CAI
262
Capital Advisors Inc
Oklahoma
$264K -$46.4K -1,877 -15%
KCM
263
Kathmere Capital Management
Pennsylvania
$262K -$165K -6,663 -39%
GIA
264
Gladstone Institutional Advisory
Florida
$257K -$267K – –
KOMWMG
265
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$255K +$21.6K +872 +9%
GC
266
Gilbert & Cook
Iowa
$255K +$255K +10,306 New
ACM
267
Advance Capital Management
Michigan
$254K +$1.53K +62 +0.6%
WCP
268
Wick Capital Partners
Pennsylvania
$252K +$252K +10,208 New
CAN
269
Cetera Advisor Networks
California
$250K +$10.4K +421 +4%
CG
270
Colony Group
Massachusetts
$247K +$247K +9,977 New
CSIA
271
Conrad Siegel Investment Advisors
Pennsylvania
$245K +$26.5K +1,072 +12%
MA
272
MKT Advisors
California
$243K +$243K +9,858 New
IA
273
IFG Advisory
Georgia
$239K +$239K +9,677 New
LMKC
274
L.M. Kohn & Company
Ohio
$235K +$235K +9,500 New
LWM
275
Laidlaw Wealth Management
New York
$235K +$235K +9,500 New
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