IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Overview Fund Activity
Delisted

IBDM was delisted on the 15th of December, 2021.

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131 hedge funds and large institutions have $579M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+22
Holders Change %
+20.18%
% of All Funds
2.92%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
37
Increased
49
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$63.2M
2
GWA
2
Guidant Wealth Advisors
Illinois
$6.66M
3
RJA
3
Raymond James & Associates
Florida
$10.5M
4
SIC
4
Sigma Investment Counselors
Michigan
$6.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$32.8M
3
PAG
3
Private Advisor Group
New Jersey
$5.9M
4
UCFA
4
United Capital Financial Advisors
Texas
$5.89M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Sigma Investment Counselors
Michigan
$6.12M +$5.88M +241,431 +2,462%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.98M +$2.3M +94,572 +63%
PAG
28
Private Advisor Group
New Jersey
$5.9M -$4.31M – –
UCFA
29
United Capital Financial Advisors
Texas
$5.89M -$2.58M -105,984 -30%
MCM
30
MV Capital Management
Maryland
$5.47M +$178K +7,298 +3%
DE
31
Day & Ennis
Georgia
$4.99M +$365K +14,993 +8%
RFO
32
RiverGlades Family Offices
Florida
$4.99M +$4.99M +204,829 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.43M -$1.22M -49,948 -22%
CTC
34
Central Trust Company
Missouri
$4.25M +$55.5K +2,280 +1%
Mariner
35
Mariner
Kansas
$4.06M -$583K -23,921 -13%
CIM
36
Confluence Investment Management
Missouri
$4.02M -$691K -28,349 -15%
SWP
37
Stratos Wealth Partners
Ohio
$3.98M +$337K +13,816 +9%
Ameriprise
38
Ameriprise
Minnesota
$3.77M +$1.19M +49,091 +46%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.55M -$153K -6,269 -4%
Wolverine Trading
40
Wolverine Trading
Illinois
$3.5M +$2.82M +116,061 +417%
VCM
41
Vivaldi Capital Management
Illinois
$3.43M +$3.43M +140,807 New
LIM
42
Leavell Investment Management
Alabama
$3.41M +$594K +24,380 +21%
AL
43
Aspiriant LLC
California
$3M – – –
LWM
44
Lyell Wealth Management
California
$2.76M +$75.5K +3,100 +3%
MMHP
45
Murphy Middleton Hinkle & Parker
Georgia
$2.4M -$321K -13,166 -12%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.19M +$2.19M +89,889 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.94M -$65.9K -2,706 -3%
RWM
48
Ritholtz Wealth Management
New York
$1.89M +$415K +17,045 +28%
WI
49
WrapManager Inc
California
$1.83M -$185K -7,603 -9%
FFIC
50
First Fiduciary Investment Counsel
Ohio
$1.83M +$105K +4,320 +6%
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