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 $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$39.8M
2
GI
2
Gradient Investments
Minnesota
$22.8M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$11.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$45.5M
5
UBS Group
5
UBS Group
Switzerland
$51.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$16.4M
3
PAG
3
Private Advisor Group
New Jersey
$7.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.34M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
26
Cottage Street Advisors
Massachusetts
$8.47M +$38.8K +1,557 +0.5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.17M +$1.16M +46,536 +17%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7.82M +$922K +36,973 +13%
PAG
29
Private Advisor Group
New Jersey
$7.7M -$6M – –
Ameriprise
30
Ameriprise
Minnesota
$7.58M +$1.89M +75,669 +33%
GWA
31
Guidant Wealth Advisors
Illinois
$7.17M +$19.1K +768 +0.3%
GA
32
Gateway Advisory
New Jersey
$7.07M +$117K +4,696 +2%
UCFA
33
United Capital Financial Advisors
Texas
$6.91M +$318K +12,743 +5%
Mariner
34
Mariner
Kansas
$6.82M +$708K +28,397 +12%
DE
35
Day & Ennis
Georgia
$6.06M +$97.2K +3,899 +2%
SWP
36
Stratos Wealth Partners
Ohio
$5.34M -$5.11M -206,540 Closed
CTC
37
Central Trust Company
Missouri
$5.24M -$975K -39,229 -16%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.79M +$241K +9,663 +5%
AIA
39
Arcadia Investment Advisors
Idaho
$4.72M +$2.94M +117,905 +165%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$4.68M -$4.52M -181,219 -49%
LIM
41
Leavell Investment Management
Alabama
$4.41M +$287K +11,500 +7%
C
42
Clearshares
New York
$4.32M – – –
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$3.93M +$3.93M +157,727 New
GPA
44
Guidance Point Advisors
Massachusetts
$3.59M +$110K +4,431 +3%
NA
45
NewEdge Advisors
Louisiana
$3.47M +$266K +10,651 +8%
LWM
46
Lyell Wealth Management
California
$3.21M +$123K +4,915 +4%
AL
47
Aspiriant LLC
California
$3.07M -$3.04M – –
KF
48
Krilogy Financial
Missouri
$2.88M +$303K +12,146 +12%
HCM
49
Harvey Capital Management
Florida
$2.65M +$935K +37,500 +55%
Jane Street
50
Jane Street
New York
$2.57M +$1.92M +77,122 +296%
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