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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181 hedge funds and large institutions have $968M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
33
Increased
85
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.7M
2
Ameriprise
2
Ameriprise
Minnesota
$24.6M
3
CAI
3
Capital Advisors Inc
Oklahoma
$52.7M
4
UBS Group
4
UBS Group
Switzerland
$63.3M
5
Bank of America
5
Bank of America
North Carolina
$77.5M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$25.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$9.74M
3
AL
3
Aspiriant LLC
California
$0
4
C
4
Clearshares
New York
$1.44M
5
OMC
5
Old Mission Capital
Illinois
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$9.87M +$964K +38,601 +11%
SWP
27
Stratos Wealth Partners
Ohio
$9.74M -$7.17M – –
CIA
28
Capital Investment Advisors
Georgia
$9.41M -$369K -14,771 -4%
TWA
29
Tillar-Wenstrup Advisors
Ohio
$9.11M +$149K +5,988 +2%
CSA
30
Cottage Street Advisors
Massachusetts
$8.46M -$31.2K -1,251 -0.4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$8.27M -$621K -24,874 -7%
PAG
32
Private Advisor Group
New Jersey
$7.97M -$1.09M -43,528 -12%
LFS
33
Lutz Financial Services
Nebraska
$7.72M -$361K -14,446 -4%
Mariner
34
Mariner
Kansas
$7.54M +$369K +14,773 +5%
GA
35
Gateway Advisory
New Jersey
$7.16M +$19.3K +774 +0.3%
CTC
36
Central Trust Company
Missouri
$7.02M +$1.78M +71,377 +34%
EWA
37
EP Wealth Advisors
California
$6.91M +$6.91M +276,806 New
UCFA
38
United Capital Financial Advisors
Texas
$6.74M -$46.6K -1,869 -0.7%
MFG
39
Merit Financial Group
Georgia
$6.55M +$6.55M +262,431 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6.02M +$1.06M +42,304 +21%
DE
41
Day & Ennis
Georgia
$5.93M +$284K +11,383 +5%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$5.61M +$1.19M +47,780 +27%
LIM
43
Leavell Investment Management
Alabama
$5.41M +$688K +27,580 +15%
AIA
44
Arcadia Investment Advisors
Idaho
$5.38M +$305K +12,206 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$4.82M -$99.9K -4,003 -2%
RVPG
46
Relative Value Partners Group
$4.82M +$4.82M +193,088 New
GPA
47
Guidance Point Advisors
Massachusetts
$4.12M +$294K +11,759 +8%
NA
48
NewEdge Advisors
Louisiana
$3.96M +$248K +9,954 +7%
LWM
49
Lyell Wealth Management
California
$3.94M +$268K +10,731 +7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$3.39M +$1.75M +69,965 +106%
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