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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199 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.09%
New
19
Increased
49
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$78.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.4M
3
Bank of America
3
Bank of America
North Carolina
$90.4M
4
ADL
4
Asset Dedication LLC
California
$6.29M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$24.1M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$1.59M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.6M
4
RJA
4
Raymond James & Associates
Florida
$9.67M
5
SWP
5
Stratos Wealth Partners
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
26
Venture Visionary Partners
Ohio
$9.4M +$360K +14,501 +4%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$9.07M +$1.46M +58,876 +19%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$8.76M -$3.09M -124,288 -26%
GA
29
Gateway Advisory
New Jersey
$7.8M +$165K +6,640 +2%
IAS
30
IMA Advisory Services
Colorado
$7.46M +$335K +13,493 +5%
PAG
31
Private Advisor Group
New Jersey
$7.28M -$686K -27,624 -9%
Mariner
32
Mariner
Kansas
$7.27M -$506K -20,370 -7%
EWA
33
EP Wealth Advisors
California
$7.03M -$26.3K -1,057 -0.4%
LIM
34
Leavell Investment Management
Alabama
$6.84M -$377K -15,185 -5%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$6.83M -$773K -31,124 -10%
KPWS
36
Kestra Private Wealth Services
Texas
$6.55M -$275K -11,066 -4%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$6.48M -$668K -26,893 -9%
CIA
38
Capital Investment Advisors
Georgia
$6.45M -$5.34M -215,046 -45%
ADL
39
Asset Dedication LLC
California
$6.29M +$3.94M +158,887 +168%
KAS
40
Kestra Advisory Services
Texas
$5.93M -$1.31M -52,881 -18%
DE
41
Day & Ennis
Georgia
$5.87M -$45.3K -1,822 -0.8%
AIA
42
Arcadia Investment Advisors
Idaho
$5.59M -$308K -12,407 -5%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$5.55M +$766K +30,835 +16%
AF
44
Allworth Financial
California
$5.36M -$68.3K -2,749 -1%
UCFA
45
United Capital Financial Advisors
Texas
$5.33M -$354K -14,255 -6%
Osaic Holdings
46
Osaic Holdings
Arizona
$5.28M +$2.04M +82,269 +63%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$5.07M -$478K -19,237 -9%
COCM
48
Charter Oak Capital Management
New Hampshire
$5.02M -$269K -10,822 -5%
DDPIC
49
Deroy & Devereaux Private Investment Counsel
Michigan
$4.97M – – –
MA
50
MCF Advisors
Kentucky
$4.95M -$3.53K -142 -0.1%
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