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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98 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
49
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$28.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$9.16M
3
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.05M
4
Wells Fargo
Wells Fargo
California
+$7.6M
5
MCM
MV Capital Management
Maryland
+$5.18M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$20.2M
2
PAG
Private Advisor Group
New Jersey
-$1.97M
3
Jane Street
Jane Street
New York
-$1.23M
4
BRWA
B. Riley Wealth Advisors
Florida
-$806K
5
BCM
Bluefin Capital Management
New York
-$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$935K -$16.6K -681 -2%
MIH
52
Madison Investment Holdings
Wisconsin
$914K +$368K +15,051 +67%
ECM
53
Exchange Capital Management
Michigan
$880K +$167K +6,835 +23%
RWM
54
Ritholtz Wealth Management
New York
$772K +$772K +31,564 New
PWM
55
Paulson Wealth Management
Illinois
$716K +$716K +29,246 New
BRWA
56
B. Riley Wealth Advisors
Florida
$660K -$806K -32,940 -55%
APP
57
Avantax Planning Partners
Iowa
$634K -$35.9K -1,469 -5%
APA
58
American Portfolios Advisors
New York
$630K +$630K +25,750 New
BA
59
Boston Advisors
Massachusetts
$604K -$26.1K -1,069 -4%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$602K -$16.1K -658 -3%
IAS
61
IMA Advisory Services
Colorado
$513K +$17.8K +729 +4%
AA
62
Ancora Advisors
Ohio
$489K +$489K +20,000 New
FA
63
FDx Advisors
Illinois
$464K +$110K +4,510 +31%
GI
64
Gradient Investments
Minnesota
$460K +$128K +5,237 +39%
WI
65
WrapManager Inc
California
$419K +$419K +17,122 New
M&T Bank
66
M&T Bank
New York
$387K +$387K +15,799 New
AFC
67
AFT Forsyth & Company
Florida
$382K +$382K +15,600 New
Wolverine Trading
68
Wolverine Trading
Illinois
$377K +$377K +15,424 New
WGCA
69
Wolf Group Capital Advisors
Virginia
$370K -$375K -15,138 Closed
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$342K – – –
TTWM
71
TCV Trust & Wealth Management
Virginia
$342K +$19.5K +800 +6%
CWS
72
Cypress Wealth Services
California
$329K +$329K +13,459 New
IA
73
IFP Advisors
Florida
$327K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$310K +$195 +8 +0.1%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$296K -$304K -12,413 -51%
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