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 %
SWM
301
Spire Wealth Management
Virginia
$24.6K – – –
TC
302
Trust Company
Kansas
$23.4K – – –
BCPWM
303
Bradley & Co Private Wealth Management
Florida
$22.1K -$9.97K -405 -31%
PCM
304
Penserra Capital Management
California
$20K +$20K +813 New
CT
305
Colonial Trust
South Carolina
$19.7K – – –
MWM
306
Mascoma Wealth Management
New Hampshire
$17.2K -$24.7K -1,002 -59%
UB
307
UMB Bank
Missouri
$15K – – –
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$11.6K – – –
CFGS
309
Concourse Financial Group Securities
Alabama
$5K -$264K -10,724 -98%
SC
310
Stephens Consulting
Michigan
$4.68K – – –
BlackRock
311
BlackRock
New York
$3.27K – – –
RIA
312
Realta Investment Advisors
Delaware
$3.27K +$3.27K +133 New
BWM
313
Baystate Wealth Management
Massachusetts
$3.25K +$25 +1 +0.8%
Citigroup
314
Citigroup
New York
$197 -$419 -17 -68%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$123 +$98 +4 +400%
RWP
316
Reliant Wealth Planning
Kentucky
– -$6.24M -253,945 Closed
B
317
Bellecapital
Switzerland
– -$1.13M -45,785 Closed
VFA
318
Valeo Financial Advisors
Indiana
– -$135K -34,126 Closed
Citadel Advisors
319
Citadel Advisors
Florida
– -$608K -24,729 Closed
SCI
320
Stableford Capital II
Arizona
– -$548K -22,430 Closed
DZ Bank
321
DZ Bank
Germany
– -$441K -17,865 Closed
OAM
322
Occidental Asset Management
California
– -$333K -13,527 Closed
IA
323
IFG Advisory
Georgia
– -$269K -10,934 Closed
WCP
324
Wick Capital Partners
Pennsylvania
– -$251K -10,208 Closed
LWM
325
Laidlaw Wealth Management
New York
– -$234K -9,500 Closed
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