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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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.

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 %
CSA
51
Cottage Street Advisors
Massachusetts
$4M -$272K -10,841 -6%
DADC
52
D.A. Davidson & Co
Montana
$3.86M +$1.06M +42,223 +38%
CCM
53
Cribstone Capital Management
Maine
$3.74M +$554K +22,121 +17%
Wolverine Trading
54
Wolverine Trading
Illinois
$3.53M -$474K -18,921 -12%
FBB
55
Fulton Breakefield Broenniman
Maryland
$3.49M +$313K +12,480 +10%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.48M +$216K +8,605 +7%
SSB
57
Sandy Spring Bank
Maryland
$3.47M +$563K +22,475 +19%
HFRG
58
Houlihan Financial Resource Group
Virginia
$3.29M +$3.29M +131,549 New
NB
59
Northwest Bancshares
Pennsylvania
$3.27M -$4.51K -180 -0.1%
RWM
60
Ritholtz Wealth Management
New York
$3.17M +$53.8K +2,149 +2%
CM
61
Cornerstone Management
Georgia
$3M – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.97M +$31.7K +1,265 +1%
RVPG
63
Relative Value Partners Group
$2.87M -$3.14M -125,430 -52%
GPA
64
Guidance Point Advisors
Massachusetts
$2.71M -$434K -17,338 -14%
PGAM
65
Princeton Global Asset Management
New Jersey
$2.67M +$757K +30,208 +40%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M +$148K +5,909 +6%
PWS
67
Peloton Wealth Strategists
Indiana
$2.64M +$401K +16,000 +18%
KF
68
Krilogy Financial
Missouri
$2.62M -$542K -21,621 -17%
IF
69
Ironwood Financial
Arizona
$2.57M +$276K +11,002 +12%
TWA
70
Tillar-Wenstrup Advisors
Ohio
$2.45M +$899K +35,882 +58%
SCG
71
Sonata Capital Group
Washington
$2.43M +$155K +6,195 +7%
ADL
72
Asset Dedication LLC
California
$2.36M +$468K +18,720 +25%
NG
73
Northstar Group
New York
$2.27M -$2.2M – –
FFIC
74
First Fiduciary Investment Counsel
Ohio
$2.13M -$283K -11,300 -12%
JLBC
75
J.L. Bainbridge & Co
Florida
$2.06M – – –
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