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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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 %
MFG
51
Merit Financial Group
Georgia
$8.29M +$8.29M +336,516 New
MA
52
MCF Advisors
Kentucky
$8.05M -$2.77M -112,504 -26%
PPWM
53
PFG Private Wealth Management
Florida
$8.04M +$476K +19,345 +6%
VVP
54
Venture Visionary Partners
Ohio
$7.61M -$6.87M – –
ADL
55
Asset Dedication LLC
California
$7.61M +$570K +23,167 +8%
SWMG
56
Signature Wealth Management Group
Georgia
$7.53M +$81.8K +3,324 +1%
HCM
57
Howland Capital Management
Massachusetts
$7.42M +$2.54M +103,312 +52%
FBB
58
Fulton Breakefield Broenniman
Maryland
$7.32M +$46.2K +1,876 +0.6%
RVPG
59
Relative Value Partners Group
$7.19M -$619K -25,161 -8%
LWM
60
Lyell Wealth Management
California
$7.17M +$111K +4,495 +2%
GRP
61
Global Retirement Partners
California
$7.16M +$1.48M +60,264 +26%
HA
62
Hamel Associates
New Jersey
$6.81M +$197K +8,020 +3%
EWA
63
EP Wealth Advisors
California
$6.63M +$5.55M +2,026,024 +515%
SG
64
Strid Group
Pennsylvania
$6.61M +$505K +20,498 +8%
KAS
65
Kestra Advisory Services
Texas
$6.37M +$1.36M +55,389 +27%
SWM
66
Scissortail Wealth Management
Oklahoma
$6.29M +$108K +4,392 +2%
PRWA
67
Platte River Wealth Advisors
Colorado
$6.24M -$238K -9,683 -4%
FCA
68
FinTrust Capital Advisors
South Carolina
$5.92M – – –
PWS
69
Peloton Wealth Strategists
Indiana
$5.87M -$12.3K -500 -0.2%
MWM
70
MinichMacGregor Wealth Management
New York
$5.87M -$5.65M -229,767 Closed
AWS
71
Atria Wealth Solutions
New York
$5.85M -$321K -13,025 -5%
AIA
72
Arcadia Investment Advisors
Idaho
$5.71M -$198K -8,041 -3%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$5.68M +$5.68M +230,605 +242,742%
SCG
74
Sonata Capital Group
Washington
$5.53M -$30.3K -1,230 -0.5%
NG
75
Northstar Group
New York
$5.21M -$4.99M – –
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