IBDP

iShares iBonds Dec 2024 Term Corporate ETF
IBDP

Overview Fund Activity
Delisted

IBDP was delisted on the 16th of December, 2024.

Back to rankings

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 %
RJT
201
Raymond James Trust
Florida
$1.01M +$314K +12,593 +45%
BC
202
Barrett & Company
Rhode Island
$1.01M +$9.34K +375 +0.9%
APW
203
Austin Private Wealth
Texas
$975K +$975K +39,140 New
RW
204
REDW Wealth
New Mexico
$960K +$136K +5,475 +17%
CFS
205
Cannon Financial Strategists
Georgia
$923K +$9.79K +393 +1%
BSAM
206
Blue Square Asset Management
New York
$919K -$18.3K -734 -2%
HS
207
Horan Securities
United States
$916K +$15.5K +623 +2%
SWA
208
Sightline Wealth Advisors
Connecticut
$914K +$9.69K +389 +1%
GM
209
GeoWealth Management
Illinois
$897K +$897K +36,001 New
SWP
210
Summit Wealth Partners
Florida
$884K +$126K +5,047 +17%
FWM
211
Fairhaven Wealth Management
Illinois
$875K +$18.4K +738 +2%
RBC
212
Roble Belko & Company
Pennsylvania
$856K +$4.98K +200 +0.6%
OPOWM
213
One Plus One Wealth Management
Florida
$856K +$40.3K +1,619 +5%
SL
214
SWMG LLC
Texas
$850K +$57.2K +2,296 +7%
Corient Private Wealth
215
Corient Private Wealth
Florida
$838K -$1.03M – –
SMC
216
Smith, Moore & Co
Missouri
$835K +$835K +33,535 New
MCCA
217
Mill Creek Capital Advisors
Pennsylvania
$816K -$231K -9,293 -22%
SP
218
Stonebrook Private
Michigan
$801K +$801K +32,146 New
FFG
219
Foundry Financial Group
New Hampshire
$783K +$783K +31,442 New
VWA
220
Visionary Wealth Advisors
Illinois
$771K -$150K -6,002 -16%
HBT
221
Hills Bank & Trust
Iowa
$762K +$201K +8,058 +36%
FIB
222
First Interstate Bank
Montana
$751K – – –
CPRC
223
Consolidated Portfolio Review Corp
New York
$737K +$30K +1,205 +4%
AMM
224
American Money Management
California
$731K +$598 +24 +0.1%
TFS
225
Thoroughbred Financial Services
Tennessee
$730K +$232K +9,329 +47%
7 8
9
10 11