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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188 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.98%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
28
Increased
92
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$28.6M
2
EK
2
Evensky & Katz
Florida
$33.9M
3
GA
3
Gateway Advisory
New Jersey
$26M
4
ACA
4
Aptus Capital Advisors
Alabama
$174M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26M
2
TFA
2
Tobias Financial Advisors
Florida
$0
3
SWP
3
Stratos Wealth Partners
Ohio
$14.2M
4
UBS Group
4
UBS Group
Switzerland
$38.5M
5
Jane Street
5
Jane Street
New York
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$9.87M +$20.3K +809 +0.2%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$9.47M +$932K +37,123 +11%
TWA
28
Tillar-Wenstrup Advisors
Ohio
$9.28M -$458K -18,254 -5%
RJA
29
Raymond James & Associates
Florida
$9.13M +$1.45M +57,766 +19%
LIM
30
Leavell Investment Management
Alabama
$8.22M +$592K +23,584 +8%
CIM
31
Confluence Investment Management
Missouri
$8.14M +$290K +11,542 +4%
ACM
32
Azimuth Capital Management
Michigan
$7.49M +$3.14K +125 +0%
FBB
33
Fulton Breakefield Broenniman
Maryland
$7.02M +$804K +32,012 +13%
SSB
34
Sandy Spring Bank
Maryland
$6.66M +$60.2K +2,397 +0.9%
AIA
35
Arcadia Investment Advisors
Idaho
$6.27M +$123K +4,896 +2%
ADL
36
Asset Dedication LLC
California
$6.26M +$3.83M +152,722 +158%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$6.24M +$39.2K +1,562 +0.6%
PWS
38
Peloton Wealth Strategists
Indiana
$6.21M +$502K +20,000 +9%
SCG
39
Sonata Capital Group
Washington
$5.77M -$18.7K -746 -0.3%
CHAM
40
Clear Harbor Asset Management
Connecticut
$5.65M +$5.65M +225,221 New
PSIWM
41
Paradigm Strategies in Wealth Management
Minnesota
$5.58M +$366K +14,598 +7%
CCM
42
Cribstone Capital Management
Maine
$5.41M +$395K +15,741 +8%
PPWM
43
PFG Private Wealth Management
Florida
$5.33M +$257K +10,227 +5%
DE
44
Day & Ennis
Georgia
$5.29M -$116K -4,605 -2%
RWM
45
Ritholtz Wealth Management
New York
$5.28M +$412K +16,397 +8%
LWM
46
Lyell Wealth Management
California
$5.21M +$163K +6,500 +3%
Mariner
47
Mariner
Kansas
$5.14M +$1.02M +40,535 +25%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$5.13M +$3.29M +131,057 +178%
MCM
49
MV Capital Management
Maryland
$4.98M +$239K +9,525 +5%
SG
50
Strid Group
Pennsylvania
$4.87M -$3.77M – –
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