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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149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$13.4M
2
RJA
2
Raymond James & Associates
Florida
$23.4M
3
UBS Group
3
UBS Group
Switzerland
$46.9M
4
GI
4
Gradient Investments
Minnesota
$14.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.4M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$5.34M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$24.9M
4
PAG
4
Private Advisor Group
New Jersey
$6M
5
RFO
5
RiverGlades Family Offices
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
26
Guidant Wealth Advisors
Illinois
$7.09M +$336K +13,580 +5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.95M +$876K +35,424 +14%
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.92M -$415K -16,773 -6%
GA
29
Gateway Advisory
New Jersey
$6.9M -$93.9K -3,797 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.84M +$3.24M +131,003 +90%
UCFA
31
United Capital Financial Advisors
Texas
$6.54M +$561K +22,683 +9%
CTC
32
Central Trust Company
Missouri
$6.18M +$1.87M +75,665 +43%
Mariner
33
Mariner
Kansas
$6.06M +$1.94M +78,406 +47%
PAG
34
Private Advisor Group
New Jersey
$6M -$5.9M – –
DE
35
Day & Ennis
Georgia
$5.92M +$854K +34,532 +17%
Ameriprise
36
Ameriprise
Minnesota
$5.63M +$1.81M +73,295 +47%
CAI
37
Capital Advisors Inc
Oklahoma
$5.34M -$32.8M -1,328,389 -86%
SWP
38
Stratos Wealth Partners
Ohio
$5.11M +$1.07M +43,208 +26%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.51M +$22.4K +907 +0.5%
C
40
Clearshares
New York
$4.28M +$4.28M +173,312 New
LIM
41
Leavell Investment Management
Alabama
$4.09M +$627K +25,350 +18%
GPA
42
Guidance Point Advisors
Massachusetts
$3.45M +$2.2M +89,048 +176%
VCM
43
Vivaldi Capital Management
Illinois
$3.28M -$197K -7,979 -6%
NA
44
NewEdge Advisors
Louisiana
$3.18M -$2.58M -104,310 -45%
LWM
45
Lyell Wealth Management
California
$3.06M +$265K +10,725 +9%
AL
46
Aspiriant LLC
California
$3.04M -$3M -123,102 Closed
CIM
47
Confluence Investment Management
Missouri
$2.64M -$1.44M -58,104 -35%
KF
48
Krilogy Financial
Missouri
$2.56M +$2.56M +103,360 New
SVWA
49
Sound View Wealth Advisors
Georgia
$2.49M +$1.46M +58,850 +141%
WI
50
WrapManager Inc
California
$2.37M +$511K +20,665 +28%
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