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

314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
5.01%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$47.9M
2
AWM
AE Wealth Management
Kansas
$35.7M
3
GBWM
Granite Bay Wealth Management
New Hampshire
$28.7M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$16.2M
5
NC
NovaPoint Capital
Georgia
$13.7M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
EWA
EP Wealth Advisors
California
$6.64M
3
HighTower Advisors
HighTower Advisors
Illinois
$33.5M
4
CIM
Corda Investment Management
Texas
$0
5
Lido Advisors
Lido Advisors
California
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$9.63M -$21.7M – –
MGIA
52
Matthew Goff Investment Advisor
Texas
$9.13M +$7.74M +312,822 +556%
MA
53
MCF Advisors
Kentucky
$9.06M +$967K +39,097 +12%
CIM
54
Confluence Investment Management
Missouri
$8.93M +$351K +14,184 +4%
CIA
55
Capital Investment Advisors
Georgia
$8.86M -$5.32M -215,255 -38%
PSIWM
56
Paradigm Strategies in Wealth Management
Minnesota
$8.65M +$9.84K +398 +0.1%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.42M +$4.65M +188,173 +124%
VVP
58
Venture Visionary Partners
Ohio
$7.93M -$7.61M – –
MFG
59
Merit Financial Group
Georgia
$7.88M -$446K -18,038 -5%
SG
60
Strid Group
Pennsylvania
$7.61M +$964K +38,982 +15%
ADL
61
Asset Dedication LLC
California
$7.55M -$101K -4,069 -1%
GRP
62
Global Retirement Partners
California
$7.36M +$181K +7,331 +3%
LWM
63
Lyell Wealth Management
California
$7.28M +$77.3K +3,124 +1%
FBB
64
Fulton Breakefield Broenniman
Maryland
$7.28M -$77.9K -3,150 -1%
KAS
65
Kestra Advisory Services
Texas
$7.26M +$860K +34,772 +13%
Jane Street
66
Jane Street
New York
$7.15M -$2.75M -111,071 -28%
HA
67
Hamel Associates
New Jersey
$7.03M +$188K +7,599 +3%
PPWM
68
PFG Private Wealth Management
Florida
$7M -$1.07M -43,349 -13%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$6.74M +$5.33M +215,435 +377%
FCA
70
FinTrust Capital Advisors
South Carolina
$6.71M +$714K +28,865 +12%
EWA
71
EP Wealth Advisors
California
$6.64M -$53.2M -2,150,939 -89%
SWM
72
Scissortail Wealth Management
Oklahoma
$6.53M +$213K +8,619 +3%
CHAM
73
Clear Harbor Asset Management
Connecticut
$6.23M -$4.03M – –
HFRG
74
Houlihan Financial Resource Group
Virginia
$6.22M -$150M -6,045,754 -96%
AWS
75
Atria Wealth Solutions
New York
$6.16M +$285K +11,526 +5%
1 2
3
4 5