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

352 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-6
Holders Change %
-1.68%
% of All Funds
5.12%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
24
Increased
122
Reduced
157
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$13.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
3
RW
RVW Wealth
California
$22.9M
4
SIAS
Summit Investment Advisory Services
Minnesota
$4.7M
5
GS
GTS Securities
New York
$4.61M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$17.5M
2
Lido Advisors
Lido Advisors
California
$23M
3
SWP
Stratos Wealth Partners
Ohio
$6.25M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$13.1M
5
Wells Fargo
Wells Fargo
California
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
126
Princeton Global Asset Management
New Jersey
$2.61M +$1.78K +71 +0.1%
ABC
127
Associated Banc-Corp
Wisconsin
$2.61M -$83.5K -3,323 -3%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$385K +15,320 +18%
HH
129
Hilltop Holdings
Texas
$2.52M +$163K +6,470 +7%
SCA
130
Snowden Capital Advisors
New York
$2.42M -$2.57M – –
KPWS
131
Kestra Private Wealth Services
Texas
$2.33M +$92.5K +3,679 +4%
FWMM
132
Foundation Wealth Management (Missouri)
Missouri
$2.32M -$83.9K -3,337 -3%
ACS
133
Archford Capital Strategies
Illinois
$2.31M +$89K +3,542 +4%
PA
134
Parallel Advisors
California
$2.25M -$27.1K -1,080 -1%
BAM
135
Beaumont Asset Management
Texas
$2.25M +$868K +34,537 +63%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$2.2M -$398K -15,840 -15%
VA
137
Valmark Advisers
Ohio
$2.13M -$1.62M – –
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$2.12M -$684K -27,221 -24%
FFIC
139
First Fiduciary Investment Counsel
Ohio
$2.1M -$162K -6,450 -7%
PWP
140
Precedent Wealth Partners
Texas
$2.1M +$238K +9,486 +13%
SMC
141
Smith, Moore & Co
Missouri
$2.09M +$191K +7,603 +10%
MSWM
142
McGlone Suttner Wealth Management
Wisconsin
$2.04M -$226K -9,088 -10%
MIH
143
Meitav Investment House
Israel
$2.02M -$70K -2,786 -3%
CCM
144
Coldstream Capital Management
Washington
$2.02M -$19.6K -779 -1%
EWS
145
Evergreen Wealth Solutions
Pennsylvania
$1.98M +$268K +10,651 +16%
CTWM
146
Cherry Tree Wealth Management
Minnesota
$1.95M – – –
PFM
147
Phillips Financial Management
Indiana
$1.94M -$321K -12,767 -14%
SPC
148
Sigma Planning Corp
Michigan
$1.91M -$18.8K -750 -1%
ECM
149
Exchange Capital Management
Michigan
$1.91M -$10.5K -416 -0.5%
GM
150
GeoWealth Management
Illinois
$1.88M +$210K +8,342 +13%
4 5
6
7 8