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.

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
1
HM Payson & Co
Maine
$47.9M
2
AWM
2
AE Wealth Management
Kansas
$35.7M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$28.7M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$16.2M
5
NC
5
NovaPoint Capital
Georgia
$13.7M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$6.22M
2
EWA
2
EP Wealth Advisors
California
$6.64M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.5M
4
CIM
4
Corda Investment Management
Texas
$0
5
Lido Advisors
5
Lido Advisors
California
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$167M -$3.64M -147,091 -2%
Morgan Stanley
2
Morgan Stanley
New York
$82M +$3.57M +144,529 +5%
NA
3
NewEdge Advisors
Louisiana
$68.6M +$12.2M +494,027 +22%
UBS Group
4
UBS Group
Switzerland
$63M -$2.67M -107,818 -4%
Wells Fargo
5
Wells Fargo
California
$48.1M -$10.6M -427,161 -18%
HPC
6
HM Payson & Co
Maine
$47.9M +$44.9M +1,815,010 +1,466%
GT
7
Glenview Trust
Kentucky
$44.7M +$607K +24,549 +1%
US Bancorp
8
US Bancorp
Minnesota
$44.4M -$2.94M -118,928 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$43.6M -$189K -7,626 -0.4%
LPL Financial
10
LPL Financial
California
$38.6M +$524K +21,194 +1%
Stifel Financial
11
Stifel Financial
Missouri
$36.9M +$4.91M +198,430 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$36.2M +$3.96M +160,229 +12%
AWM
13
AE Wealth Management
Kansas
$35.7M +$31.6M +1,277,898 +767%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$34.5M +$1.02M +41,199 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$33.5M -$32.7M – –
Osaic Holdings
16
Osaic Holdings
Arizona
$30.8M +$12.7M +511,910 +70%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$29.6M -$3.18M -128,750 -10%
GBWM
18
Granite Bay Wealth Management
New Hampshire
$28.7M +$28.3M +1,147,000 +6,200%
SL
19
Summitry LLC
California
$28.5M +$608K +24,605 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$26M +$722K +29,204 +3%
GA
21
Gateway Advisory
New Jersey
$25.6M +$409K +16,538 +2%
SIC
22
Sigma Investment Counselors
Michigan
$25.3M +$368K +14,896 +1%
MFWM
23
Motley Fool Wealth Management
Virginia
$24.2M +$866K +35,021 +4%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$21.6M +$1.62M +65,405 +8%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$21.3M +$4.16M +168,312 +24%
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