IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Overview Fund Activity
Delisted

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

Back to rankings

195 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
23
Increased
86
Reduced
53
Closed
16
Calls
–
Puts
$382K
Net Calls
-$382K
Net Calls Change
-$382K

Top Buyers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$20.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$54.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.3M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$30.4M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$15.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.92M
3
PAG
3
Private Advisor Group
New Jersey
$8.02M
4
SIC
4
Sigma Investment Counselors
Michigan
$6.51M
5
EWA
5
EP Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$9.19M -$7.29M -290,940 -44%
VVP
27
Venture Visionary Partners
Ohio
$8.74M +$577K +23,050 +7%
MFG
28
Merit Financial Group
Georgia
$8.71M +$186K +7,413 +2%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$8.56M -$947K -37,805 -10%
PAG
30
Private Advisor Group
New Jersey
$8.02M -$8.07M -320,817 Closed
GA
31
Gateway Advisory
New Jersey
$7.58M +$95.6K +3,815 +1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$7.37M +$342K +13,656 +5%
Mariner
33
Mariner
Kansas
$7.18M +$15.9K +636 +0.2%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$7.08M +$539K +21,510 +8%
LIM
35
Leavell Investment Management
Alabama
$6.79M +$273K +10,895 +4%
SIC
36
Sigma Investment Counselors
Michigan
$6.51M -$7.91M -315,624 -55%
KPWS
37
Kestra Private Wealth Services
Texas
$6.38M +$6.38M +253,309 New
KAS
38
Kestra Advisory Services
Texas
$6.12M +$6.12M +243,509 New
DE
39
Day & Ennis
Georgia
$5.92M -$38.9K -1,552 -0.7%
LFS
40
Lutz Financial Services
Nebraska
$5.59M -$109K -4,351 -2%
AIA
41
Arcadia Investment Advisors
Idaho
$5.35M +$475K +18,953 +10%
UCFA
42
United Capital Financial Advisors
Texas
$5.17M -$627K -25,043 -11%
IAS
43
IMA Advisory Services
Colorado
$4.96M +$176K +7,039 +4%
MA
44
MCF Advisors
Kentucky
$4.79M +$36.5K +1,456 +0.8%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$4.6M +$238K +9,503 +5%
LWM
46
Lyell Wealth Management
California
$4.48M +$20K +800 +0.4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.4M +$923K +36,846 +27%
Citadel Advisors
48
Citadel Advisors
Florida
$4.3M +$3.96M +157,977 +1,168%
BPA
49
Beacon Pointe Advisors
California
$4.22M -$356K -14,225 -8%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$4.1M -$1.98M -78,879 -33%
1
2
3 4 5