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

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
–

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 Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Savant Capital
Illinois
$4.06M -$743K -29,845 -15%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$3.85M -$758K -30,412 -16%
KF
103
Krilogy Financial
Missouri
$3.85M +$39.4K +1,581 +1%
WGCA
104
Wolf Group Capital Advisors
Virginia
$3.85M -$133K -5,390 -3%
PIS
105
POM Investment Strategies
North Carolina
$3.85M +$3.85M +154,357 New
HAC
106
Harbor Advisory Corp
New Hampshire
$3.82M -$112K -4,500 -3%
RSWM
107
Robertson Stephens Wealth Management
California
$3.69M -$2.97M – –
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.58M +$10.3K +415 +0.3%
GDP
109
Great Diamond Partners
Maine
$3.34M -$36.1K -1,449 -1%
VWMG
110
Virginia Wealth Management Group
Virginia
$3.26M -$92.8K -3,725 -3%
RVPG
111
Relative Value Partners Group
$3.24M -$1.75M -70,092 -35%
IFS
112
Ifrah Financial Services
Arkansas
$3.19M -$16.3K -655 -0.5%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.18M +$259K +10,408 +9%
IWC
114
Integrated Wealth Concepts
Massachusetts
$3.13M +$26.6K +1,068 +0.9%
HI
115
Harbour Investments
Wisconsin
$3.07M +$2.95M +118,389 +2,526%
DSA
116
Droms Strauss Advisors
Missouri
$2.98M -$1.76M -70,662 -37%
AI
117
Atria Investments
North Carolina
$2.97M +$2.97M +119,427 New
LAS
118
Lloyd Advisory Services
Georgia
$2.94M +$2.94M +118,096 New
NDSI
119
Newman Dignan & Sheerar Inc
Rhode Island
$2.93M +$195K +7,811 +7%
ST
120
Spinnaker Trust
Maine
$2.87M +$1.37M +54,804 +91%
HCA
121
Heck Capital Advisors
Wisconsin
$2.87M -$279K -11,220 -9%
MA
122
MONECO Advisors
Connecticut
$2.82M +$580K +23,270 +26%
PRWA
123
Platte River Wealth Advisors
Colorado
$2.81M -$81.4K -3,267 -3%
WI
124
WrapManager Inc
California
$2.8M +$272K +10,933 +11%
BL
125
Balentine LLC
Georgia
$2.74M +$2.71M +108,809 +10,668%
3 4
5
6 7