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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283 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 64 reducing their positions, and 12 closing their positions.

Holders
283
Holders Change
+14
Holders Change %
+5.2%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
31
Increased
147
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$30.2M
2
SAM
2
Simplify Asset Management
Nevada
$19.7M
3
Bank of America
3
Bank of America
North Carolina
$178M
4
JAG
4
Journey Advisory Group
Kentucky
$8.27M
5
EWA
5
EP Wealth Advisors
California
$9.91M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$379K
2
SWP
2
Stratos Wealth Partners
Ohio
$14.3M
3
WCM
3
Windsor Capital Management
Arizona
$10.9M
4
VVP
4
Venture Visionary Partners
Ohio
$6.87M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$178M 7,244,674 +491,270 +7%
Morgan Stanley
2
Morgan Stanley
New York
$83M 3,375,318 +39,570 +1%
Wells Fargo
3
Wells Fargo
California
$67.1M 2,728,718 -136,968 -5%
UBS Group
4
UBS Group
Switzerland
$65.9M 2,681,374 +9,011 +0.3%
NA
5
NewEdge Advisors
Louisiana
$58.7M 2,387,376 +32,648 +1%
US Bancorp
6
US Bancorp
Minnesota
$50.5M 2,053,309 -108,879 -5%
GT
7
Glenview Trust
Kentucky
$43.3M 1,758,996 +261,576 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$39.6M 1,610,605 -57,948 -3%
LPL Financial
9
LPL Financial
California
$34.9M 1,419,213 +113,970 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.9M 1,336,001 +142,449 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$30.2M 1,229,977 +1,229,977 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$30.2M 1,228,213 +149,392 +14%
Stifel Financial
13
Stifel Financial
Missouri
$29.9M 1,214,795 +81,312 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.9M 1,174,072 +145,368 +14%
SL
15
Summitry LLC
California
$27M 1,096,075 +16,832 +2%
GA
16
Gateway Advisory
New Jersey
$25.7M 1,044,683 +55,027 +6%
SIC
17
Sigma Investment Counselors
Michigan
$25.3M 1,029,077 -85,932 -8%
CIM
18
Corda Investment Management
Texas
$24M 974,922 +20,748 +2%
MFWM
19
Motley Fool Wealth Management
Virginia
$22.6M 918,689 -12,464 -1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$21M 855,978 -28,078 -3%
Ameriprise
21
Ameriprise
Minnesota
$20.8M 847,659 -158,538 -16%
SAM
22
Simplify Asset Management
Nevada
$19.7M 800,000 +800,000 New
RJA
23
Raymond James & Associates
Florida
$19.1M 778,237 +205,286 +36%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$16.5M 672,951 -133,547 -17%
MCM
25
MV Capital Management
Maryland
$16.1M 655,720 +78,191 +14%
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