IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
26
Central Trust Company
Missouri
$10.7M +$32K +1,285 +0.3%
Stifel Financial
27
Stifel Financial
Missouri
$10.5M -$7.85M -315,073 -43%
VVP
28
Venture Visionary Partners
Ohio
$9.06M +$373K +14,960 +4%
MFG
29
Merit Financial Group
Georgia
$8.72M +$53K +2,129 +0.6%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$8.42M +$4.35M +174,499 +107%
PAG
31
Private Advisor Group
New Jersey
$7.99M +$7.99M +320,767 New
Mariner
32
Mariner
Kansas
$7.79M +$649K +26,058 +9%
GA
33
Gateway Advisory
New Jersey
$7.65M +$120K +4,817 +2%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$7.63M -$883K -35,445 -10%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$7.62M +$298K +11,978 +4%
Jane Street
36
Jane Street
New York
$7.61M -$1.53M -61,332 -17%
TCOK
37
Trust Company of Kansas
Kansas
$7.27M -$6.37M -255,534 -47%
KAS
38
Kestra Advisory Services
Texas
$7.26M +$1.2M +48,011 +20%
LIM
39
Leavell Investment Management
Alabama
$7.24M +$486K +19,495 +7%
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$7.16M +$120K +4,800 +2%
IAS
41
IMA Advisory Services
Colorado
$7.15M +$2.21M +88,844 +45%
EWA
42
EP Wealth Advisors
California
$7.07M +$7.07M +283,947 New
KPWS
43
Kestra Private Wealth Services
Texas
$6.84M +$535K +21,489 +8%
DE
44
Day & Ennis
Georgia
$5.93M +$36.7K +1,475 +0.6%
AIA
45
Arcadia Investment Advisors
Idaho
$5.91M +$590K +23,698 +11%
UCFA
46
United Capital Financial Advisors
Texas
$5.7M +$562K +22,579 +11%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$5.56M +$990K +39,748 +22%
AF
48
Allworth Financial
California
$5.44M +$5.44M +218,447 New
COCM
49
Charter Oak Capital Management
New Hampshire
$5.3M +$5.3M +212,933 New
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$4.98M +$4.98M +200,000 New