IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

IBDP was delisted on the 16th of December, 2024.

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
76
MinichMacGregor Wealth Management
New York
$6.6M +$6.6M +265,119 New
SWM
77
Scissortail Wealth Management
Oklahoma
$6.49M -$101K -4,058 -2%
HFRG
78
Houlihan Financial Resource Group
Virginia
$6.39M +$125K +4,999 +2%
NG
79
Northstar Group
New York
$6.27M -$5.45M
ANTB
80
AMG National Trust Bank
Colorado
$6.24M +$2.95M +118,486 +90%
AIA
81
Arcadia Investment Advisors
Idaho
$6.11M +$185K +7,436 +3%
MAS
82
Madden Advisory Services
Florida
$6.06M +$1.7M +68,331 +39%
WCG
83
Weaver Consulting Group
California
$5.92M +$3.73M +149,906 +171%
SCG
84
Sonata Capital Group
Washington
$5.55M -$9.96K -400 -0.2%
MFIM
85
Mesirow Financial Investment Management
Illinois
$5.5M +$5.5M +220,646 New
PWS
86
Peloton Wealth Strategists
Indiana
$5.49M -$349K -14,000 -6%
UCFA
87
United Capital Financial Advisors
Texas
$5.3M +$2.13M +85,398 +67%
CHAM
88
Clear Harbor Asset Management
Connecticut
$5.19M -$6.23M
SSB
89
Sandy Spring Bank
Maryland
$5.18M -$170K -6,820 -3%
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$5.09M -$1.5M
LWL
91
Leo Wealth LLC
Texas
$5.09M +$5.09M +204,130 New
MSRI
92
Michael S. Ryan Inc
New York
$5.04M +$153K +6,133 +3%
PAG
93
Private Advisor Group
New Jersey
$5.03M +$834K +33,461 +20%
IA
94
IFP Advisors
Florida
$4.82M -$62.2K -2,498 -1%
WP
95
WealthSource Partners
California
$4.73M +$1.79M +71,931 +61%
PWM
96
Praetorian Wealth Management
California
$4.53M -$204K -8,187 -4%
KNW
97
Kesler Norman & Wride
Utah
$4.52M -$6.48K -260 -0.1%
AF
98
Allworth Financial
California
$4.49M +$62.5K +2,508 +1%
OAJ
99
Ogorek Anthony Joseph
New York
$4.31M +$113K +4,537 +3%
Deutsche Bank
100
Deutsche Bank
Germany
$4.25M +$1.57M +63,062 +59%