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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188 hedge funds and large institutions have $913M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
4.15%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
31
Increased
67
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$76.9M
2
Jane Street
2
Jane Street
New York
$11.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M
4
Ameriprise
4
Ameriprise
Minnesota
$33.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.11M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$258K
2
GI
2
Gradient Investments
Minnesota
$13.6M
3
SWP
3
Stratos Wealth Partners
Ohio
$11.9M
4
Wells Fargo
4
Wells Fargo
California
$27.3M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$10.8M 437,120 +437,120 New
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$9.98M 404,804 -235,540 -37%
TWA
28
Tillar-Wenstrup Advisors
Ohio
$9.4M 381,189 +16,213 +4%
CIA
29
Capital Investment Advisors
Georgia
$8.57M 347,779 -29,138 -8%
PAG
30
Private Advisor Group
New Jersey
$8.2M 332,828 +13,611 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$8.11M 328,932 +328,932 New
EWA
32
EP Wealth Advisors
California
$7.73M 313,415 +36,609 +13%
CTC
33
Central Trust Company
Missouri
$7.57M 307,097 +25,951 +9%
Mariner
34
Mariner
Kansas
$7.17M 290,873 -11,222 -4%
GA
35
Gateway Advisory
New Jersey
$7.06M 286,455 -397 -0.1%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$6.99M 283,575 +42,588 +18%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$6.92M 280,805 -50,346 -15%
MFG
38
Merit Financial Group
Georgia
$6.84M 277,435 +15,004 +6%
UCFA
39
United Capital Financial Advisors
Texas
$6.39M 259,049 -11,039 -4%
LFS
40
Lutz Financial Services
Nebraska
$6.2M 251,447 -57,763 -19%
DE
41
Day & Ennis
Georgia
$5.78M 234,547 -2,907 -1%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$5.57M 225,913 +997 +0.4%
LIM
43
Leavell Investment Management
Alabama
$5.53M 224,490 +7,630 +4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$5.37M 217,688 +81,844 +60%
AIA
45
Arcadia Investment Advisors
Idaho
$4.91M 199,039 -16,354 -8%
BPA
46
Beacon Pointe Advisors
California
$4.63M 187,855 +82,155 +78%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.34M 175,972 -17,312 -9%
CSA
48
Cottage Street Advisors
Massachusetts
$4.23M 171,583 -167,157 -49%
VVP
49
Venture Visionary Partners
Ohio
$4.06M 164,659 +44,754 +37%
LWM
50
Lyell Wealth Management
California
$3.79M 153,789 -4,160 -3%
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