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 %
WI
126
WrapManager Inc
California
$2.28M +$31.1K +1,263 +1%
FFIC
127
First Fiduciary Investment Counsel
Ohio
$2.21M -$34K -1,380 -2%
MA
128
MONECO Advisors
Connecticut
$2.2M +$150K +6,108 +7%
SWA
129
Sax Wealth Advisors
New Jersey
$2.17M +$1.03M +41,807 +90%
SAM
130
Simplify Asset Management
Nevada
$2.1M -$19.7M -800,000 Closed
VWM
131
Valley Wealth Managers
New Jersey
$2.06M +$58K +2,356 +3%
MAS
132
Madden Advisory Services
Florida
$1.86M +$267K +10,858 +17%
NB
133
Northwest Bancshares
Pennsylvania
$1.85M -$19.1K -774 -1%
SAG
134
SageView Advisory Group
California
$1.81M +$160K +6,498 +10%
VNA
135
Valley National Advisers
Pennsylvania
$1.79M -$482K -19,568 -21%
Deutsche Bank
136
Deutsche Bank
Germany
$1.75M +$1.02M +41,399 +140%
MML Investors Services
137
MML Investors Services
Massachusetts
$1.66M +$144K +5,838 +9%
CTWM
138
Cherry Tree Wealth Management
Minnesota
$1.59M +$1.59M +64,771 New
MSWM
139
McGlone Suttner Wealth Management
Wisconsin
$1.56M +$422K +17,126 +37%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$1.54M +$161K +6,531 +12%
DE
141
Day & Ennis
Georgia
$1.53M -$31.2K -1,267 -2%
Renaissance Technologies
142
Renaissance Technologies
New York
$1.47M -$416K -16,880 -22%
RFN
143
Redwood Financial Network
Ohio
$1.46M +$6.57K +267 +0.5%
RWM
144
Ritholtz Wealth Management
New York
$1.43M -$169K -6,877 -11%
FNB
145
Farmers National Bank
Kentucky
$1.43M +$28.3K +1,148 +2%
CPIA
146
Cornell Pochily Investment Advisors
New York
$1.42M +$65.3K +2,653 +5%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$488K +19,820 +53%
MGIA
148
Matthew Goff Investment Advisor
Texas
$1.39M +$1.39M +56,267 New
CIA
149
Covington Investment Advisors
Pennsylvania
$1.39M +$31.6K +1,285 +2%
IF
150
Ironwood Financial
Arizona
$1.38M +$92.4K +3,753 +7%
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