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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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
Morgan Stanley
New York
$170M
2
APS
American Planning Services
Florida
$24.1M
3
KCM
Kathmere Capital Management
Pennsylvania
$23M
4
KTM
Keeler Thomas Management
Utah
$15M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$35.1M
2
GA
Gateway Advisory
New Jersey
$202K
3
Osaic Holdings
Osaic Holdings
Arizona
$9.74M
4
NA
NewEdge Advisors
Louisiana
$50.2M
5
SWP
Stratos Wealth Partners
Ohio
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Waterford Advisors
New York
$2.74M +$169K +6,798 +7%
ABC
127
Associated Banc-Corp
Wisconsin
$2.71M -$174K -6,977 -6%
SWA
128
Sax Wealth Advisors
New Jersey
$2.61M +$264K +10,605 +11%
PGAM
129
Princeton Global Asset Management
New Jersey
$2.57M +$142K +5,713 +6%
AAS
130
Avantax Advisory Services
Texas
$2.51M +$1.66M +66,651 +195%
FWMM
131
Foundation Wealth Management (Missouri)
Missouri
$2.44M -$2.54M – –
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$2.39M +$680K +27,308 +40%
ACS
133
Archford Capital Strategies
Illinois
$2.38M -$240K -9,653 -9%
CSPAM
134
Cary Street Partners Asset Management
Virginia
$2.31M -$373K -14,969 -14%
HH
135
Hilltop Holdings
Texas
$2.3M -$229K -9,190 -9%
FFIC
136
First Fiduciary Investment Counsel
Ohio
$2.21M -$21.8K -875 -1%
SB
137
Strategic Blueprint
Georgia
$2.19M -$2.8M -112,481 -56%
Goldman Sachs
138
Goldman Sachs
New York
$2.17M +$2.17M +86,958 New
PBM
139
Propel Bio Management
California
$2.13M +$2.13M +85,442 New
SAM
140
Simplify Asset Management
Nevada
$2.13M +$2.13M +85,442 New
EWM
141
Endowment Wealth Management
Wisconsin
$2.11M +$290K +11,628 +16%
MIH
142
Meitav Investment House
Israel
$2.06M -$220K -8,851 -10%
KPWS
143
Kestra Private Wealth Services
Texas
$2.06M +$1.19M +47,661 +136%
MSWM
144
McGlone Suttner Wealth Management
Wisconsin
$2.04M +$74.7K +3,000 +4%
WIC
145
Woodmont Investment Counsel
Tennessee
$2M -$11.6M -465,162 -85%
VWM
146
Valley Wealth Managers
New Jersey
$1.96M -$8.84K -355 -0.4%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$1.96M +$35.2K +1,414 +2%
GLR
148
Great Lakes Retirement
Ohio
$1.96M +$1.96M +78,752 New
PFM
149
Phillips Financial Management
Indiana
$1.95M +$857K +34,417 +78%
EIA
150
Eldridge Investment Advisors
New Hampshire
$1.95M +$192K +7,711 +11%
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