IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Overview Fund Activity
Delisted

IBDP was delisted on the 16th of December, 2024.

Back to rankings

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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$18M +$3.44M +139,813 +24%
Ameriprise
27
Ameriprise
Minnesota
$17.6M -$2.76M -115,105 -14%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$17.1M +$499K +20,278 +3%
MCM
29
MV Capital Management
Maryland
$16.6M +$486K +19,721 +3%
Truist Financial
30
Truist Financial
North Carolina
$15.8M +$223K +9,072 +1%
ICG
31
InterOcean Capital Group
Tennessee
$15.3M +$2.06M +83,480 +16%
SWP
32
Stratos Wealth Partners
Ohio
$14.9M -$14.3M – –
WIC
33
Woodmont Investment Counsel
Tennessee
$14.8M -$886K -35,967 -6%
KTM
34
Keeler Thomas Management
Utah
$14.3M +$14.3M +565,109 New
RW
35
RVW Wealth
California
$14.3M -$1.13M -45,941 -7%
CIA
36
Capital Investment Advisors
Georgia
$14.1M +$1.21M +49,076 +9%
SAM
37
Summit Asset Management
Tennessee
$13.1M +$306K +12,423 +2%
LIM
38
Leavell Investment Management
Alabama
$13M +$78.6K +3,193 +0.6%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$12.2M +$780K +31,673 +7%
CTC
40
Central Trust Company
Missouri
$11.2M -$4.36M -176,915 -28%
WCM
41
Windsor Capital Management
Arizona
$10.9M -$10.9M – –
BWFA
42
Baltimore-Washington Financial Advisors
Maryland
$10.7M -$6.71M – –
Mariner
43
Mariner
Kansas
$10.4M +$2.83M +114,970 +37%
Jane Street
44
Jane Street
New York
$9.85M -$151K -6,118 -2%
BPA
45
Beacon Pointe Advisors
California
$9.04M +$1.72M +69,884 +24%
JAG
46
Journey Advisory Group
Kentucky
$8.82M +$534K +21,682 +6%
AF
47
Arrow Financial
New York
$8.6M +$445K +18,077 +5%
PSIWM
48
Paradigm Strategies in Wealth Management
Minnesota
$8.6M +$488K +19,826 +6%
CIM
49
Confluence Investment Management
Missouri
$8.54M +$347K +14,095 +4%
Creative Planning
50
Creative Planning
Kansas
$8.46M +$2.02M +82,055 +31%
1
2
3 4 5