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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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 %
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.5M – – –
ST
152
Spinnaker Trust
Maine
$1.49M +$1.01M +41,043 +213%
BEI
153
Benjamin Edwards Inc
Missouri
$1.49M +$238K +9,614 +19%
FNB
154
Farmers National Bank
Kentucky
$1.45M +$11.3K +455 +0.8%
IF
155
Ironwood Financial
Arizona
$1.44M +$60.7K +2,456 +4%
VNA
156
Valley National Advisers
Pennsylvania
$1.44M -$361K -14,606 -20%
CIA
157
Covington Investment Advisors
Pennsylvania
$1.44M +$44.3K +1,790 +3%
RWM
158
Ritholtz Wealth Management
New York
$1.43M -$6.38K -258 -0.4%
MA
159
Mutual Advisors
Nebraska
$1.42M +$424K +17,125 +42%
WANY
160
Wealthspire Advisors (New York)
New York
$1.4M +$100K +4,049 +8%
EWS
161
Evergreen Wealth Solutions
Pennsylvania
$1.36M +$140K +5,677 +11%
CA
162
CGN Advisors
Kansas
$1.35M -$27.2K -1,099 -2%
RFN
163
Redwood Financial Network
Ohio
$1.31M -$155K -6,283 -11%
RFC
164
Regions Financial Corp
Alabama
$1.3M -$43.5K -1,759 -3%
PA
165
PSI Advisors
Florida
$1.29M +$523K +21,161 +69%
VA
166
Valmark Advisers
Ohio
$1.28M -$1.11M – –
HNB
167
Huntington National Bank
Ohio
$1.25M -$1.24M – –
4WM
168
4J Wealth Management
Virginia
$1.23M +$66.2K +2,675 +6%
KFAA
169
Klaas Financial Asset Advisors
Illinois
$1.21M +$120K +4,835 +11%
HIA
170
Harbor Investment Advisory
Maryland
$1.2M +$25.2K +1,021 +2%
MMHP
171
Murphy Middleton Hinkle & Parker
Georgia
$1.14M -$28.6K -1,157 -2%
SCA
172
Snowden Capital Advisors
New York
$1.11M -$4.59M – –
SFO
173
Stokes Family Office
Louisiana
$1.11M +$266K +10,750 +32%
PFM
174
Phillips Financial Management
Indiana
$1.09M +$124 +5 +0%
MCCA
175
Mill Creek Capital Advisors
Pennsylvania
$1.04M +$7.84K +317 +0.8%
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