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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283 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+14
Holders Change %
+5.2%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30.2M
2
SAM
2
Simplify Asset Management
Nevada
$19.7M
3
Bank of America
3
Bank of America
North Carolina
$178M
4
JAG
4
Journey Advisory Group
Kentucky
$8.27M
5
EWA
5
EP Wealth Advisors
California
$9.91M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$379K
2
SWP
2
Stratos Wealth Partners
Ohio
$14.3M
3
WCM
3
Windsor Capital Management
Arizona
$10.9M
4
VVP
4
Venture Visionary Partners
Ohio
$6.87M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
151
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$1.17M +47,573 New
HIA
152
Harbor Investment Advisory
Maryland
$1.15M -$4.53K -184 -0.4%
SWA
153
Sax Wealth Advisors
New Jersey
$1.14M +$594K +24,175 +109%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$521K +21,181 +84%
B
155
Bellecapital
Switzerland
$1.13M – – –
GVAG
156
Great Valley Advisor Group
Delaware
$1.1M -$40.3K -1,638 -4%
Corient Private Wealth
157
Corient Private Wealth
Florida
$1.09M -$648K – –
BWM
158
BerganKDV Wealth Management
Minnesota
$1.08M – – –
PFM
159
Phillips Financial Management
Indiana
$1.07M +$1.07M +43,397 New
EW
160
Element Wealth
Mississippi
$1.07M +$653K +26,545 +158%
AA
161
Alesco Advisors
New York
$1.03M -$1.18M -48,070 -53%
TF
162
Tompkins Financial
New York
$1.03M -$1.18M -48,070 -53%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1.03M +$53.3K +2,170 +5%
MCCA
164
Mill Creek Capital Advisors
Pennsylvania
$1.02M +$4.92K +200 +0.5%
BSAM
165
Blue Square Asset Management
New York
$995K -$850K – –
BC
166
Barrett & Company
Rhode Island
$945K +$94.2K +3,829 +11%
NC
167
NovaPoint Capital
Georgia
$944K +$29.4K +1,197 +3%
CW
168
CreativeOne Wealth
Kansas
$925K -$25.1K -1,020 -3%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$917K +$776K +31,551 +550%
AIM
170
Arcadia Investment Management
Michigan
$909K – – –
ECM
171
Exchange Capital Management
Michigan
$906K -$6.59K -268 -0.7%
CIAS
172
CFS Investment Advisory Services
New Jersey
$886K +$19.7K +803 +2%
DWT
173
Dorsey & Whitney Trust
South Dakota
$880K -$12.3K -500 -1%
LNC
174
Lincoln National Corp
Pennsylvania
$853K – – –
SFO
175
Stokes Family Office
Louisiana
$836K – – –
5 6
7
8 9