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

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$32.7M
2
CIM
2
Corda Investment Management
Texas
$24M
3
SAM
3
Simplify Asset Management
Nevada
$2.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$14.9M
5
WCM
5
Windsor Capital Management
Arizona
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$170M -$8.84M -359,046 -5%
HFRG
2
Houlihan Financial Resource Group
Virginia
$155M +$149M +6,054,672 +2,497%
Morgan Stanley
3
Morgan Stanley
New York
$78.1M -$4.99M -202,757 -6%
UBS Group
4
UBS Group
Switzerland
$65.3M -$669K -27,178 -1%
Wells Fargo
5
Wells Fargo
California
$58.4M -$8.78M -356,442 -13%
NA
6
NewEdge Advisors
Louisiana
$56.2M -$2.6M -105,425 -4%
US Bancorp
7
US Bancorp
Minnesota
$47.2M -$3.38M -137,409 -7%
GT
8
Glenview Trust
Kentucky
$43.9M +$565K +22,957 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$43.6M +$3.9M +158,574 +10%
LPL Financial
10
LPL Financial
California
$37.9M +$3.01M +122,191 +9%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$33.3M +$3.08M +125,051 +10%
HighTower Advisors
12
HighTower Advisors
Illinois
$32.7M -$30.2M -1,229,977 Closed
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32.6M -$291K -11,801 -0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$32.1M +$3.16M +128,255 +11%
Stifel Financial
15
Stifel Financial
Missouri
$31.8M +$1.92M +78,067 +6%
SL
16
Summitry LLC
California
$27.8M +$825K +33,498 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$25.1M +$1.5M +60,860 +6%
GA
18
Gateway Advisory
New Jersey
$25M -$674K -27,373 -3%
SIC
19
Sigma Investment Counselors
Michigan
$24.8M -$517K -20,990 -2%
CIM
20
Corda Investment Management
Texas
$24M -$24M -974,922 Closed
MFWM
21
Motley Fool Wealth Management
Virginia
$23.3M +$660K +26,805 +3%
Lido Advisors
22
Lido Advisors
California
$21.7M -$9.13M – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$21.7M +$6.25M +253,923 +41%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$19.8M -$1.23M -49,929 -6%
RJA
25
Raymond James & Associates
Florida
$19.1M -$47.7K -1,938 -0.2%
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