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

314 hedge funds and large institutions have $1.94B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 143 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
5.01%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
46
Increased
143
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
+$44.9M
2
AWM
AE Wealth Management
Kansas
+$31.6M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$28.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$16.2M
5
NC
NovaPoint Capital
Georgia
+$12.8M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$150M
2
EWA
EP Wealth Advisors
California
-$53.2M
3
HighTower Advisors
HighTower Advisors
Illinois
-$32.7M
4
CIM
Corda Investment Management
Texas
-$24M
5
Lido Advisors
Lido Advisors
California
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
126
Buffington Mohr McNeal
Idaho
$2.33M -$1.07M -43,147 -31%
SWA
127
Sax Wealth Advisors
New Jersey
$2.33M +$147K +5,926 +7%
MIH
128
Meitav Investment House
Israel
$2.27M -$124K -5,004 -5%
MA
129
MONECO Advisors
Connecticut
$2.23M +$18.1K +731 +0.8%
FFIC
130
First Fiduciary Investment Counsel
Ohio
$2.22M +$2.6K +105 +0.1%
WCG
131
Weaver Consulting Group
California
$2.17M +$2.17M +87,897 New
OMC
132
Old Mission Capital
Illinois
$2.13M +$1.35M +54,734 +174%
SAM
133
Simplify Asset Management
Nevada
$2.11M -$2.1M – –
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.99M +$1.57M +63,369 +375%
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$1.97M -$525K -21,231 -21%
VWM
136
Valley Wealth Managers
New Jersey
$1.96M -$108K -4,386 -5%
MSWM
137
McGlone Suttner Wealth Management
Wisconsin
$1.95M +$385K +15,573 +25%
Citadel Advisors
138
Citadel Advisors
Florida
$1.95M +$1.95M +78,832 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$1.91M +$1.91M +77,345 New
EWM
140
Endowment Wealth Management
Wisconsin
$1.81M +$952K +38,477 +111%
CCM
141
Coldstream Capital Management
Washington
$1.8M +$466K +18,860 +35%
NB
142
Northwest Bancshares
Pennsylvania
$1.78M -$71.2K -2,879 -4%
SAG
143
SageView Advisory Group
California
$1.75M -$64.2K -2,598 -4%
EIA
144
Eldridge Investment Advisors
New Hampshire
$1.74M +$1.34M +54,200 +333%
BSG
145
Black Swift Group
Colorado
$1.7M -$1.43M -57,745 -46%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.7M +$344K +13,914 +25%
MML Investors Services
147
MML Investors Services
Massachusetts
$1.69M +$20.9K +844 +1%
CTWM
148
Cherry Tree Wealth Management
Minnesota
$1.64M +$34K +1,373 +2%
SPC
149
Sigma Planning Corp
Michigan
$1.57M -$862K -34,857 -35%
DE
150
Day & Ennis
Georgia
$1.56M +$25.2K +1,018 +2%
4 5
6
7 8