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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171 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
18
Increased
88
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$26.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$133M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$22.4M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$23.8M
5
CIM
5
Confluence Investment Management
Missouri
$7.78M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$6.65M
2
SG
2
Strid Group
Pennsylvania
$3.73M
3
Truist Financial
3
Truist Financial
North Carolina
$16.4M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.8M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Pinnacle Associates
New York
$410K – – –
KCM
127
Kathmere Capital Management
Pennsylvania
$409K +$1.03K +39 +0.3%
SWM
128
Segment Wealth Management
Texas
$401K +$15.8K +600 +4%
AIC
129
Ameritas Investment Company
Nebraska
$398K +$205K +7,812 +107%
MCM
130
Mattern Capital Management
Colorado
$393K – – –
MML Investors Services
131
MML Investors Services
Massachusetts
$378K -$1.92K -73 -0.5%
FNBOSM
132
First National Bank of South Miami
Florida
$378K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$365K – – –
AM
134
Atwater Malick
Pennsylvania
$357K +$40.2K +1,529 +13%
SWPG
135
Strategic Wealth Partners Group
Illinois
$350K +$350K +13,332 New
BPA
136
Beacon Pointe Advisors
California
$307K -$322K -12,235 -51%
CCA
137
Childress Capital Advisors
Texas
$285K – – –
EIA
138
Eldridge Investment Advisors
New Hampshire
$277K +$79 +3 +0%
RBC
139
Roble Belko & Company
Pennsylvania
$274K – – –
WGCA
140
Wolf Group Capital Advisors
Virginia
$273K +$6.23K +237 +2%
WCM
141
Windsor Capital Management
Arizona
$259K +$259K +9,880 New
4FG
142
4Thought Financial Group
New York
$258K +$95.5K +3,634 +59%
LWM
143
Laidlaw Wealth Management
New York
$250K – – –
SMC
144
Smith, Moore & Co
Missouri
$242K +$1.08K +41 +0.4%
IWS
145
Insight Wealth Strategies
California
$229K -$5.64K -214 -2%
RCA
146
Resonant Capital Advisors
Wisconsin
$218K – – –
MA
147
MONECO Advisors
Connecticut
$216K – – –
RJT
148
Raymond James Trust
Florida
$213K – – –
PLFAM
149
Pineno Levin & Ford Asset Management
Virginia
$200K – – –
VNA
150
Valley National Advisers
Pennsylvania
$190K +$316 +12 +0.2%
4 5
6
7 8