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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283 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+14
Holders Change %
+5.2%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30.2M
2
SAM
2
Simplify Asset Management
Nevada
$19.7M
3
Bank of America
3
Bank of America
North Carolina
$178M
4
JAG
4
Journey Advisory Group
Kentucky
$8.27M
5
EWA
5
EP Wealth Advisors
California
$9.91M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$379K
2
SWP
2
Stratos Wealth Partners
Ohio
$14.3M
3
WCM
3
Windsor Capital Management
Arizona
$10.9M
4
VVP
4
Venture Visionary Partners
Ohio
$6.87M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
26
Woodmont Investment Counsel
Tennessee
$15.7M +$1.24M +50,353 +9%
CTC
27
Central Trust Company
Missouri
$15.5M -$146K -5,952 -0.9%
Truist Financial
28
Truist Financial
North Carolina
$15.5M +$354K +14,410 +2%
RW
29
RVW Wealth
California
$15.4M +$133K +5,398 +0.9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$4.02M +163,473 +35%
Osaic Holdings
31
Osaic Holdings
Arizona
$14.6M +$4.64M +188,499 +47%
SWP
32
Stratos Wealth Partners
Ohio
$14.3M -$16.1M – –
ICG
33
InterOcean Capital Group
Tennessee
$13.2M +$1.56M +63,303 +13%
LIM
34
Leavell Investment Management
Alabama
$12.9M +$597K +24,275 +5%
CIA
35
Capital Investment Advisors
Georgia
$12.9M +$729K +29,630 +6%
KTM
36
Keeler Thomas Management
Utah
$12.8M -$3.72M – –
SAM
37
Summit Asset Management
Tennessee
$12.7M +$504K +20,513 +4%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$11.4M +$3.25M +132,294 +40%
WCM
39
Windsor Capital Management
Arizona
$10.9M -$10.7M – –
MA
40
MCF Advisors
Kentucky
$10.8M +$674K +27,421 +7%
Jane Street
41
Jane Street
New York
$9.99M -$1.42M -57,564 -12%
EWA
42
EP Wealth Advisors
California
$9.91M +$7.14M +283,321 +258%
Lido Advisors
43
Lido Advisors
California
$9.13M – – –
JAG
44
Journey Advisory Group
Kentucky
$8.27M +$7.97M +323,933 +2,577%
CIM
45
Confluence Investment Management
Missouri
$8.18M +$678K +27,577 +9%
AF
46
Arrow Financial
New York
$8.15M +$325K +13,212 +4%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$8.1M +$865K +35,166 +12%
RVPG
48
Relative Value Partners Group
$7.8M -$2.12M -86,061 -21%
Mariner
49
Mariner
Kansas
$7.58M +$1.47M +59,926 +24%
PPWM
50
PFG Private Wealth Management
Florida
$7.55M +$173K +7,019 +2%
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