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 %
ABC
101
Associated Banc-Corp
Wisconsin
$3.24M +$49.7K +2,019 +2%
AI
102
Atria Investments
North Carolina
$3.22M -$3.11M – –
UCFA
103
United Capital Financial Advisors
Texas
$3.22M +$14.8K +603 +0.5%
FF
104
Financial Futures
New Jersey
$3.16M +$513K +20,846 +19%
VWMG
105
Virginia Wealth Management Group
Virginia
$3.16M +$48.4K +1,965 +2%
IFS
106
Ifrah Financial Services
Arkansas
$3.14M +$52.9K +2,149 +2%
BSG
107
Black Swift Group
Colorado
$3.12M -$494K -20,085 -14%
HPC
108
HM Payson & Co
Maine
$3.05M +$3.05M +123,835 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$3.01M +$727K +29,511 +32%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.97M +$65.8K +2,673 +2%
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.89M -$4.01K -163 -0.1%
HH
112
Hilltop Holdings
Texas
$2.76M +$2.41M +97,688 +671%
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$2.72M -$285K -11,595 -9%
RSWM
114
Robertson Stephens Wealth Management
California
$2.7M -$2.66M – –
CWM
115
Centric Wealth Management
Illinois
$2.69M +$60.6K +2,467 +2%
ACS
116
Archford Capital Strategies
Illinois
$2.66M +$417K +16,949 +19%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$2.55M +$165K +6,701 +7%
WA
118
Waterford Advisors
New York
$2.54M +$187K +7,606 +8%
FWMM
119
Foundation Wealth Management (Missouri)
Missouri
$2.49M -$2.5M – –
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$2.48M -$2.81M -114,091 -53%
PGAM
121
Princeton Global Asset Management
New Jersey
$2.47M +$149K +6,064 +6%
SPC
122
Sigma Planning Corp
Michigan
$2.42M +$353K +14,339 +17%
CSPAM
123
Cary Street Partners Asset Management
Virginia
$2.4M +$332K +13,483 +16%
MIH
124
Meitav Investment House
Israel
$2.38M -$24.5K -994 -1%
WP
125
WealthSource Partners
California
$2.31M +$401K +16,268 +21%
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