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 %
LFS
51
Lutz Financial Services
Nebraska
$4.69M -$85.7K -3,450 -2%
DADC
52
D.A. Davidson & Co
Montana
$4.67M +$112K +4,505 +2%
Stifel Financial
53
Stifel Financial
Missouri
$4.39M -$6.1M -245,419 -58%
IWC
54
Integrated Wealth Concepts
Massachusetts
$4.14M +$2.44M +98,218 +144%
KNW
55
Kesler Norman & Wride
Utah
$4.13M +$162K +6,538 +4%
LWM
56
Lyell Wealth Management
California
$4.08M -$233K -9,375 -5%
CSA
57
Cottage Street Advisors
Massachusetts
$3.94M -$26.6K -1,070 -0.7%
CCM
58
Cribstone Capital Management
Maine
$3.82M -$48.9K -1,969 -1%
BPA
59
Beacon Pointe Advisors
California
$3.66M -$454K -18,324 -11%
PGAM
60
Princeton Global Asset Management
New Jersey
$3.6M +$297K +11,957 +9%
FBB
61
Fulton Breakefield Broenniman
Maryland
$3.44M +$1.18M +47,615 +52%
SSB
62
Sandy Spring Bank
Maryland
$3.43M -$97.8K -3,934 -3%
RWM
63
Ritholtz Wealth Management
New York
$3.1M -$74.9K -3,015 -2%
PWS
64
Peloton Wealth Strategists
Indiana
$3M +$24.8K +1,000 +0.8%
CM
65
Cornerstone Management
Georgia
$2.98M – – –
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$2.98M -$113K -4,539 -4%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.95M -$62.2K -2,503 -2%
FFIC
68
First Fiduciary Investment Counsel
Ohio
$2.8M +$123K +4,970 +5%
SCG
69
Sonata Capital Group
Washington
$2.59M – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$2.54M +$1.74M +70,215 +219%
NG
71
Northstar Group
New York
$2.44M -$2.35M – –
GPA
72
Guidance Point Advisors
Massachusetts
$2.43M -$75.3K -3,029 -3%
FIM
73
Freedom Investment Management
Connecticut
$2.41M +$2.41M +97,006 New
JLBC
74
J.L. Bainbridge & Co
Florida
$2.21M -$49.1K -1,974 -2%
NB
75
Northwest Bancshares
Pennsylvania
$2.15M -$673K -27,094 -24%
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