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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87 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2024 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
45
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$34.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$26M
3
RW
3
RVW Wealth
California
$12.4M
4
AIA
4
Arcadia Investment Advisors
Idaho
$4.52M
5
Bank of America
5
Bank of America
North Carolina
$38M

Top Sellers

1
AL
1
Aspiriant LLC
California
$3.17M
2
UBS Group
2
UBS Group
Switzerland
$19.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.57M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
51
Fieldpoint Private Securities
Connecticut
$558K – – –
Bank of New York Mellon
52
Bank of New York Mellon
New York
$533K +$299K +11,741 +128%
ADL
53
Asset Dedication LLC
California
$505K +$151K +5,979 +43%
PWS
54
Peloton Wealth Strategists
Indiana
$484K +$484K +19,000 New
CIA
55
Covington Investment Advisors
Pennsylvania
$471K +$14.3K +560 +3%
QCM
56
Quest Capital Management
Texas
$456K – – –
W
57
WealthOne
New York
$420K +$420K +16,496 New
GWA
58
Guidant Wealth Advisors
Illinois
$418K – – –
APP
59
Avantax Planning Partners
Iowa
$415K – – –
OC
60
Oppenheimer & Co
New York
$358K – – –
TTWM
61
TCV Trust & Wealth Management
Virginia
$344K +$7.65K +300 +2%
WGCA
62
Wolf Group Capital Advisors
Virginia
$314K -$364K – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$306K +$17.9K +700 +6%
RBC
64
Roble Belko & Company
Pennsylvania
$265K – – –
RJT
65
Raymond James Trust
Florida
$261K +$261K +10,245 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$256K +$256K +10,045 New
BWM
67
BerganKDV Wealth Management
Minnesota
$217K – – –
SMC
68
Smith, Moore & Co
Missouri
$209K +$209K +8,216 New
NFG
69
Next Financial Group
Texas
$187K +$133K +5,204 +244%
GI
70
Gradient Investments
Minnesota
$185K +$24.4K +958 +15%
APA
71
American Portfolios Advisors
New York
$161K +$71.3K +2,800 +80%
FGAM
72
Financial Gravity Asset Management
Texas
$160K -$45.2K -1,769 -22%
SPIA
73
Steward Partners Investment Advisory
New York
$155K -$50.3K -1,988 -25%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$143K +$143K +5,625 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$129K +$38.7K +1,518 +43%
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