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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350 hedge funds and large institutions have $2.22B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+36
Holders Change %
+11.46%
% of All Funds
5.13%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
64
Increased
158
Reduced
86
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$170M
2
APS
American Planning Services
Florida
$24.1M
3
KCM
Kathmere Capital Management
Pennsylvania
$23M
4
KTM
Keeler Thomas Management
Utah
$15M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$35.1M
2
GA
Gateway Advisory
New Jersey
$202K
3
Osaic Holdings
Osaic Holdings
Arizona
$9.74M
4
NA
NewEdge Advisors
Louisiana
$50.2M
5
SWP
Stratos Wealth Partners
Ohio
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
Adroit Compliance
$1.39M +$1.39M +55,750 New
FCM
177
Fortis Capital Management
Washington
$1.38M +$349K +14,027 +34%
EW
178
Element Wealth
Mississippi
$1.37M +$394K +15,826 +40%
BBW
179
Blue Barn Wealth
Utah
$1.36M +$818K +32,833 +151%
MA
180
Mutual Advisors
Nebraska
$1.35M -$82.3K -3,305 -6%
VA
181
Valmark Advisers
Ohio
$1.35M -$1.28M – –
CA
182
CGN Advisors
Kansas
$1.33M -$22.3K -897 -2%
LF
183
LifePlan Financial
Minnesota
$1.31M +$1.31M +52,717 New
SWM
184
Segment Wealth Management
Texas
$1.31M +$476K +19,106 +57%
FNT
185
First National Trust
Pennsylvania
$1.3M +$528K +21,187 +68%
RFC
186
Regions Financial Corp
Alabama
$1.29M -$17.6K -707 -1%
HIA
187
Harbor Investment Advisory
Maryland
$1.28M +$78.4K +3,146 +7%
RFN
188
Redwood Financial Network
Ohio
$1.27M -$52.2K -2,097 -4%
SCA
189
Snowden Capital Advisors
New York
$1.26M -$1.11M – –
SFO
190
Stokes Family Office
Louisiana
$1.24M +$125K +5,000 +11%
PS
191
Principal Securities
Iowa
$1.23M +$1.23M +49,510 New
BMM
192
Buffington Mohr McNeal
Idaho
$1.2M -$1.15M -46,176 -49%
HNB
193
Huntington National Bank
Ohio
$1.18M -$1.25M – –
VNA
194
Valley National Advisers
Pennsylvania
$1.17M -$284K -11,392 -20%
Comerica Bank
195
Comerica Bank
Texas
$1.17M +$474K +19,009 +68%
MMHP
196
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$15.4K -620 -1%
WANY
197
Wealthspire Advisors (New York)
New York
$1.13M -$283K -11,367 -20%
BAM
198
Beaumont Asset Management
Texas
$1.11M +$1.11M +44,656 New
LNC
199
Lincoln National Corp
Pennsylvania
$1.1M +$124K +4,972 +13%
CTA
200
Chesley Taft & Associates
Illinois
$1.05M +$163K +6,550 +18%
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