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 %
Corient Private Wealth
176
Corient Private Wealth
Florida
$1.03M -$1.09M – –
FCM
177
Fortis Capital Management
Washington
$1.02M +$286K +11,565 +39%
BC
178
Barrett & Company
Rhode Island
$995K +$1.83K +74 +0.2%
LNC
179
Lincoln National Corp
Pennsylvania
$971K -$14.8K -600 -2%
EW
180
Element Wealth
Mississippi
$970K -$216K -8,738 -18%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$958K +$958K +38,734 New
BSAM
182
Blue Square Asset Management
New York
$930K +$930K +37,611 New
VWA
183
Visionary Wealth Advisors
Illinois
$914K +$56.4K +2,279 +7%
CFS
184
Cannon Financial Strategists
Georgia
$906K +$6.83K +276 +0.8%
SWA
185
Sightline Wealth Advisors
Connecticut
$898K +$898K +36,313 New
HS
186
Horan Securities
United States
$894K +$135K +5,447 +18%
CTA
187
Chesley Taft & Associates
Illinois
$884K +$39K +1,575 +5%
ECM
188
Exchange Capital Management
Michigan
$874K – – –
KPWS
189
Kestra Private Wealth Services
Texas
$865K +$865K +34,997 New
FWM
190
Fairhaven Wealth Management
Illinois
$851K +$2.97K +120 +0.4%
AAS
191
Avantax Advisory Services
Texas
$846K +$242K +9,782 +40%
RBC
192
Roble Belko & Company
Pennsylvania
$845K -$202K -8,155 -19%
CWA
193
Consilio Wealth Advisors
Washington
$837K +$6.34K +257 +0.8%
PCIA
194
Prime Capital Investment Advisors
Kansas
$836K +$533K +21,537 +175%
SWM
195
Segment Wealth Management
Texas
$823K +$43.5K +1,760 +6%
RW
196
REDW Wealth
New Mexico
$818K +$818K +33,066 New
OPOWM
197
One Plus One Wealth Management
Florida
$809K +$809K +32,730 New
SL
198
SWMG LLC
Texas
$788K -$37.4K -1,512 -5%
CIAS
199
CFS Investment Advisory Services
New Jersey
$785K -$41.4K -1,674 -5%
WC
200
Waterloo Capital
Texas
$777K +$376K +15,188 +93%
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