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 %
SWMG
51
Signature Wealth Management Group
Georgia
$7.44M +$110K +4,464 +1%
SB
52
Strategic Blueprint
Georgia
$7.33M +$3.49M +142,094 +91%
BPA
53
Beacon Pointe Advisors
California
$7.31M +$3.16M +128,691 +76%
FBB
54
Fulton Breakefield Broenniman
Maryland
$7.27M +$214K +8,698 +3%
LWM
55
Lyell Wealth Management
California
$7.05M -$165K -6,702 -2%
ADL
56
Asset Dedication LLC
California
$7.03M +$355K +14,441 +5%
VVP
57
Venture Visionary Partners
Ohio
$6.87M -$8.89M – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$6.74M +$247K +10,055 +4%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$6.71M -$5.41M – –
HA
60
Hamel Associates
New Jersey
$6.6M +$399K +16,237 +6%
PRWA
61
Platte River Wealth Advisors
Colorado
$6.47M +$4.31M +175,355 +200%
Creative Planning
62
Creative Planning
Kansas
$6.43M +$3.28M +133,332 +104%
RWP
63
Reliant Wealth Planning
Kentucky
$6.24M -$27.6K -1,122 -0.4%
SWM
64
Scissortail Wealth Management
Oklahoma
$6.17M +$5.93M +241,295 +2,531%
AWS
65
Atria Wealth Solutions
New York
$6.16M +$5.36M +218,091 +671%
SG
66
Strid Group
Pennsylvania
$6.1M +$6.1M +248,058 New
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.96M +$725K +29,484 +14%
FCA
68
FinTrust Capital Advisors
South Carolina
$5.92M – – –
AIA
69
Arcadia Investment Advisors
Idaho
$5.9M -$29.2K -1,188 -0.5%
PWS
70
Peloton Wealth Strategists
Indiana
$5.88M -$3.69K -150 -0.1%
GRP
71
Global Retirement Partners
California
$5.67M +$5.65M +229,465 +24,003%
MWM
72
MinichMacGregor Wealth Management
New York
$5.65M +$169K +6,874 +3%
SCG
73
Sonata Capital Group
Washington
$5.55M -$65.4K -2,660 -1%
SC
74
Savant Capital
Illinois
$5.46M -$280K -11,393 -5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$5.28M -$2.15M -87,598 -29%
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