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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149 hedge funds and large institutions have $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$39.8M
2
GI
2
Gradient Investments
Minnesota
$22.8M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$11.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$45.5M
5
UBS Group
5
UBS Group
Switzerland
$51.3M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$16.4M
3
PAG
3
Private Advisor Group
New Jersey
$7.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$5.34M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Ritholtz Wealth Management
New York
$2.47M +$287K +11,521 +13%
WI
52
WrapManager Inc
California
$2.44M +$51.3K +2,056 +2%
BPA
53
Beacon Pointe Advisors
California
$2.33M +$1.08M +43,343 +86%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.21M +$190K +7,603 +9%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.21M +$201K +8,060 +10%
FFIC
56
First Fiduciary Investment Counsel
Ohio
$2.06M +$41.4K +1,660 +2%
MMHP
57
Murphy Middleton Hinkle & Parker
Georgia
$2.05M -$176K -7,049 -8%
IAS
58
IMA Advisory Services
Colorado
$1.8M +$318K +12,737 +21%
Wolverine Trading
59
Wolverine Trading
Illinois
$1.79M +$454K +18,227 +34%
SSB
60
Sandy Spring Bank
Maryland
$1.77M +$301K +12,060 +20%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.77M +$315K +12,649 +22%
AWM
62
Alterna Wealth Management
Texas
$1.74M +$40.8K +1,635 +2%
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$2.52K +101 +0.1%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.64M +$154K +6,164 +10%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.63M +$470K +18,853 +40%
TCCM
66
Timber Creek Capital Management
Massachusetts
$1.53M +$134K +5,386 +10%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.52M +$134K +5,389 +10%
ECM
68
Exchange Capital Management
Michigan
$1.38M +$91K +3,651 +7%
VCM
69
Vivaldi Capital Management
Illinois
$1.34M -$1.97M -78,933 -59%
BPWA
70
Beacon Pointe Wealth Advisors
California
$1.33M +$282K +11,362 +27%
FPS
71
Fieldpoint Private Securities
Connecticut
$1.26M – – –
SB
72
Suntrust Banks
Georgia
$1.26M +$144K +5,931 +13%
SCG
73
Sonata Capital Group
Washington
$1.22M +$1.22M +48,813 New
QCM
74
Quest Capital Management
Texas
$1.2M +$161K +6,448 +15%
BII
75
Bainco International Investors
Massachusetts
$1.14M -$59.8K -2,400 -5%
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