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 %
FNT
201
First National Trust
Pennsylvania
$767K +$5.32K +215 +0.7%
SWP
202
Summit Wealth Partners
Florida
$753K +$55.1K +2,229 +8%
FIB
203
First Interstate Bank
Montana
$745K – – –
GHA
204
Granite Harbor Advisors
Texas
$731K – – –
AMM
205
American Money Management
California
$725K +$420 +17 +0.1%
CPRC
206
Consolidated Portfolio Review Corp
New York
$702K +$8.11K +328 +1%
RJT
207
Raymond James Trust
Florida
$693K +$40K +1,619 +6%
Comerica Bank
208
Comerica Bank
Texas
$687K +$687K +27,784 New
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$662K -$334K -13,489 -34%
MCM
210
Mattern Capital Management
Colorado
$638K – – –
FMWA
211
Forvis Mazars Wealth Advisors
Missouri
$598K -$595K – –
CWM
212
Curi Wealth Management
North Carolina
$568K -$14.4K -582 -2%
AIM
213
Arcadia Investment Management
Michigan
$568K -$297K -12,000 -34%
HBT
214
Hills Bank & Trust
Iowa
$557K +$261K +10,550 +88%
DWT
215
Dorsey & Whitney Trust
South Dakota
$544K -$297K -12,000 -35%
BBW
216
Blue Barn Wealth
Utah
$538K +$10.2K +413 +2%
AA
217
Alesco Advisors
New York
$534K – – –
TF
218
Tompkins Financial
New York
$534K – – –
RWP
219
Reliant Wealth Planning
Kentucky
$526K +$526K +21,265 New
CWM
220
Cornerstone Wealth Management
Missouri
$517K +$54.9K +2,221 +12%
CPIA
221
Cornell Pochily Investment Advisors
New York
$511K -$915K -37,005 -64%
CFG
222
Carr Financial Group
Massachusetts
$510K -$18.8K -758 -4%
OC
223
Oppenheimer & Co
New York
$503K +$24.2K +980 +5%
TFS
224
Thoroughbred Financial Services
Tennessee
$494K +$90.6K +3,668 +22%
WFA
225
Wells Financial Advisors
Massachusetts
$491K – – –
7 8
9
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