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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350 hedge funds and large institutions have $2.22B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 86 reducing their positions, and 26 closing their positions.

Holders
350
Holders Change
+36
Holders Change %
+11.46%
% of All Funds
5.13%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
64
Increased
158
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$170M
2
APS
2
American Planning Services
Florida
$24.1M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$23M
4
KTM
4
Keeler Thomas Management
Utah
$15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$35.1M
2
GA
2
Gateway Advisory
New Jersey
$202K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.74M
4
NA
4
NewEdge Advisors
Louisiana
$50.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
51
Ruggaard & Associates
Ohio
$11.4M 457,875 +35,159 +8%
Creative Planning
52
Creative Planning
Kansas
$11.2M 451,345 +57,590 +15%
LIM
53
Leavell Investment Management
Alabama
$11.1M 447,591 -46,615 -9%
WCM
54
Windsor Capital Management
Arizona
$10.8M 433,374 -3,036 -0.7%
JAG
55
Journey Advisory Group
Kentucky
$10.6M 424,042 +12,928 +3%
Osaic Holdings
56
Osaic Holdings
Arizona
$9.74M 390,986 -853,814 -69%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9.64M 386,837 +114,292 +42%
MGIA
58
Matthew Goff Investment Advisor
Texas
$9.39M 376,851 +7,762 +2%
CIA
59
Capital Investment Advisors
Georgia
$9.38M 376,459 +18,050 +5%
SG
60
Strid Group
Pennsylvania
$9.37M 376,250 +68,712 +22%
MA
61
MCF Advisors
Kentucky
$9.37M 376,241 +10,073 +3%
KAS
62
Kestra Advisory Services
Texas
$9.2M 369,140 +75,442 +26%
CIM
63
Confluence Investment Management
Missouri
$8.83M 354,529 -6,419 -2%
CFS
64
Commonwealth Financial Services
West Virginia
$8.23M 330,416 +109,118 +49%
PSIWM
65
Paradigm Strategies in Wealth Management
Minnesota
$8.16M 327,482 -22,155 -6%
MFG
66
Merit Financial Group
Georgia
$8.08M 324,361 +5,883 +2%
GRP
67
Global Retirement Partners
California
$7.79M 312,351 +14,335 +5%
SWMG
68
Signature Wealth Management Group
Georgia
$7.75M 310,962 +310,962 New
AWS
69
Atria Wealth Solutions
New York
$7.47M 300,066 +50,984 +20%
FBB
70
Fulton Breakefield Broenniman
Maryland
$7.22M 289,826 -4,416 -2%
PPWM
71
PFG Private Wealth Management
Florida
$7.22M 289,771 +6,711 +2%
HA
72
Hamel Associates
New Jersey
$7.16M 287,368 +3,300 +1%
EWA
73
EP Wealth Advisors
California
$7.14M 286,511 +18,145 +7%
LWM
74
Lyell Wealth Management
California
$7.02M 281,692 -12,568 -4%
FCA
75
FinTrust Capital Advisors
South Carolina
$6.62M 265,617 -5,784 -2%
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