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 %
VA
176
Valmark Advisers
Ohio
$834K – – –
RBC
177
Roble Belko & Company
Pennsylvania
$831K +$51.7K +2,104 +7%
CWA
178
Consilio Wealth Advisors
Washington
$822K +$3.96K +161 +0.5%
CTA
179
Chesley Taft & Associates
Illinois
$814K +$194K +7,900 +31%
SL
180
SWMG LLC
Texas
$814K +$92.8K +3,775 +13%
VWA
181
Visionary Wealth Advisors
Illinois
$804K +$214K +8,707 +36%
SWM
182
Segment Wealth Management
Texas
$802K – – –
FNT
183
First National Trust
Pennsylvania
$783K +$155K +6,315 +25%
FIB
184
First Interstate Bank
Montana
$771K +$348K +14,172 +82%
SF
185
Safeguard Financial
Wisconsin
$764K +$212K +8,627 +38%
HS
186
Horan Securities
United States
$730K +$597K +24,290 +450%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$730K +$259K +10,517 +55%
Deutsche Bank
188
Deutsche Bank
Germany
$729K +$359K +14,616 +97%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$723K – – –
AMM
190
American Money Management
California
$720K +$246 +10 +0%
ATPW
191
Ashton Thomas Private Wealth
Arizona
$686K +$1.67K +68 +0.2%
CPRC
192
Consolidated Portfolio Review Corp
New York
$683K +$683K +27,779 New
AAS
193
Avantax Advisory Services
Texas
$656K +$163K +6,616 +33%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$656K -$718K – –
RJT
195
Raymond James Trust
Florida
$642K +$26K +1,057 +4%
SI
196
Stephens Inc
Arkansas
$635K – – –
MCM
197
Mattern Capital Management
Colorado
$635K – – –
CA
198
Cetera Advisors
Colorado
$610K +$53.1K +2,158 +10%
GHA
199
Granite Harbor Advisors
Texas
$609K +$20.2K +822 +3%
Citadel Advisors
200
Citadel Advisors
Florida
$608K +$608K +24,729 New
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8
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