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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245 hedge funds and large institutions have $1.33B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+20
Holders Change %
+8.89%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
31
Increased
118
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$26.5M
2
Wells Fargo
2
Wells Fargo
California
$52M
3
UBS Group
3
UBS Group
Switzerland
$63.4M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
GT
5
Glenview Trust
Kentucky
$27M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$5.08M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.2M
3
SWP
3
Stratos Wealth Partners
Ohio
$13M
4
SG
4
Strid Group
Pennsylvania
$7.04M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
51
Paradigm Strategies in Wealth Management
Minnesota
$5.71M +$169K +6,958 +3%
SCG
52
Sonata Capital Group
Washington
$5.56M +$7.31K +300 +0.1%
ICG
53
InterOcean Capital Group
Tennessee
$5.54M +$2.1M +86,399 +61%
MWM
54
MinichMacGregor Wealth Management
New York
$5.44M +$224K +9,191 +4%
FCA
55
FinTrust Capital Advisors
South Carolina
$5.41M +$870K +35,843 +19%
AIA
56
Arcadia Investment Advisors
Idaho
$5.39M +$184K +7,572 +4%
PAG
57
Private Advisor Group
New Jersey
$5.3M +$324K +13,314 +7%
DE
58
Day & Ennis
Georgia
$5.29M +$97.1K +3,986 +2%
CCM
59
Cribstone Capital Management
Maine
$5.23M +$124K +5,087 +2%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$5.16M +$114K +4,691 +2%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$5.08M -$25M -1,027,498 -83%
RWM
62
Ritholtz Wealth Management
New York
$4.99M -$67.6K -2,777 -1%
MCM
63
MV Capital Management
Maryland
$4.55M -$83.7K -3,439 -2%
HA
64
Hamel Associates
New Jersey
$4.49M +$4.49M +184,555 New
HFRG
65
Houlihan Financial Resource Group
Virginia
$4.37M +$4.37M +179,102 New
PWM
66
Praetorian Wealth Management
California
$4.3M +$35.1K +1,441 +0.8%
UCFA
67
United Capital Financial Advisors
Texas
$4.12M -$46.7K -1,918 -1%
CWM
68
Centric Wealth Management
Illinois
$3.92M +$3.92M +161,155 New
HPC
69
HM Payson & Co
Maine
$3.87M +$974K +40,000 +34%
HCA
70
Heck Capital Advisors
Wisconsin
$3.79M -$202K -8,308 -5%
AF
71
Allworth Financial
California
$3.65M +$4.38K +180 +0.1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.49M -$342K -14,058 -9%
SCA
73
Snowden Capital Advisors
New York
$3.39M +$95.1K +3,904 +3%
EWA
74
EP Wealth Advisors
California
$2.98M -$219K -8,981 -7%
ABC
75
Associated Banc-Corp
Wisconsin
$2.92M +$435K +17,858 +18%
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