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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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.

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
1
Morgan Stanley
New York
$170M
2
APS
2
American Planning Services
Florida
$24.1M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$23M
4
KTM
4
Keeler Thomas Management
Utah
$15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18.6M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$35.1M
2
GA
2
Gateway Advisory
New Jersey
$202K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.74M
4
NA
4
NewEdge Advisors
Louisiana
$50.2M
5
SWP
5
Stratos Wealth Partners
Ohio
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$171M 6,883,734 +145,197 +2%
Morgan Stanley
2
Morgan Stanley
New York
$170M 6,831,050 +3,513,960 +106%
UBS Group
3
UBS Group
Switzerland
$72.4M 2,905,553 +359,175 +14%
HPC
4
HM Payson & Co
Maine
$58.2M 2,334,722 +395,877 +20%
NA
5
NewEdge Advisors
Louisiana
$50.2M 2,011,977 -764,001 -28%
AWM
6
AE Wealth Management
Kansas
$49.9M 1,998,598 +554,114 +38%
LPL Financial
7
LPL Financial
California
$49.2M 1,976,398 +413,800 +26%
Wells Fargo
8
Wells Fargo
California
$47M 1,886,175 -58,940 -3%
GT
9
Glenview Trust
Kentucky
$45.1M 1,809,768 +3,266 +0.2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$44.9M 1,802,098 +40,545 +2%
US Bancorp
11
US Bancorp
Minnesota
$40.7M 1,635,818 -161,154 -9%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$39.3M 1,575,847 +181,384 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.5M 1,546,618 +84,062 +6%
Stifel Financial
14
Stifel Financial
Missouri
$37.9M 1,521,691 +30,399 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
– – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30.4M 1,219,416 +23,966 +2%
SL
17
Summitry LLC
California
$28.8M 1,156,928 +2,750 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$28.3M 1,137,252 +87,551 +8%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$25.9M 1,041,128 +169,674 +19%
MFWM
20
Motley Fool Wealth Management
Virginia
$25.3M 1,017,477 +36,962 +4%
SIC
21
Sigma Investment Counselors
Michigan
$24.5M 984,810 -38,173 -4%
APS
22
American Planning Services
Florida
$24.1M 968,582 +968,582 New
GWA
23
Gratus Wealth Advisors
Virginia
$23.8M 955,587 +955,587 New
Lido Advisors
24
Lido Advisors
California
– – – –
KCM
25
Kathmere Capital Management
Pennsylvania
$23M 925,083 +914,476 +8,621%
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