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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287 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.53%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
136
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$155M
2
KTM
Keeler Thomas Management
Utah
$14.3M
3
MFG
Merit Financial Group
Georgia
$8.29M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.68M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$32.7M
2
CIM
Corda Investment Management
Texas
$24M
3
SAM
Simplify Asset Management
Nevada
$2.1M
4
SWP
Stratos Wealth Partners
Ohio
$14.9M
5
WCM
Windsor Capital Management
Arizona
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
201
American Money Management
California
$722K +$394 +16 +0.1%
SWP
202
Summit Wealth Partners
Florida
$695K +$351K +14,269 +102%
CPRC
203
Consolidated Portfolio Review Corp
New York
$691K +$6.99K +284 +1%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$691K +$4.01K +163 +0.6%
RJT
205
Raymond James Trust
Florida
$650K +$6.87K +279 +1%
CW
206
CreativeOne Wealth
Kansas
$640K -$287K -11,660 -31%
SI
207
Stephens Inc
Arkansas
$635K – – –
MCM
208
Mattern Capital Management
Colorado
$635K – – –
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$619K -$745K -30,250 -55%
AAS
210
Avantax Advisory Services
Texas
$601K -$56.2K -2,284 -9%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$597K -$723K – –
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$595K -$656K – –
CWM
213
Curi Wealth Management
North Carolina
$580K +$580K +23,568 New
AA
214
Alesco Advisors
New York
$532K -$501K -20,330 -48%
TF
215
Tompkins Financial
New York
$532K -$501K -20,330 -48%
CFG
216
Carr Financial Group
Massachusetts
$526K – – –
BI
217
Bramshill Investments
Florida
$526K -$2.83K -115 -0.5%
BBW
218
Blue Barn Wealth
Utah
$526K +$3K +122 +0.6%
WFA
219
Wells Financial Advisors
Massachusetts
$489K -$42.3K -1,720 -8%
LSA
220
L & S Advisors
California
$486K +$220K +8,917 +82%
OC
221
Oppenheimer & Co
New York
$477K -$10.3K -419 -2%
ST
222
Spinnaker Trust
Maine
$474K +$61.9K +2,513 +15%
AM
223
Atwater Malick
Pennsylvania
$471K +$30.3K +1,230 +7%
PIMG
224
Patriot Investment Management Group
Tennessee
$470K – – –
ACM
225
Absolute Capital Management
Pennsylvania
$465K -$2.32M – –
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