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IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

IBDM was delisted on the 15th of December, 2021.

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1 hedge funds and large institutions have $1.38M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 198

100% less funds holding

Funds holding: 201 → 1 (-200)

100% less capital invested

Capital invested by funds: $885M → $1.38M (-$884M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
1
Holders Change
-200
Holders Change %
-99.5%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
198
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$789K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$133M
2
ACA
Aptus Capital Advisors
Alabama
-$61.9M
3
Morgan Stanley
Morgan Stanley
New York
-$49.8M
4
US Bancorp
US Bancorp
Minnesota
-$39M
5
Truist Financial
Truist Financial
North Carolina
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
– -$4.22M -170,603 Closed
KNW
52
Kesler Norman & Wride
Utah
– -$4.02M -162,720 Closed
PGAM
53
Princeton Global Asset Management
New Jersey
– -$3.9M -157,713 Closed
CCM
54
Cribstone Capital Management
Maine
– -$3.62M -146,201 Closed
LWM
55
Lyell Wealth Management
California
– -$3.46M -139,905 Closed
FBB
56
Fulton Breakefield Broenniman
Maryland
– -$3.33M -134,560 Closed
FFIC
57
First Fiduciary Investment Counsel
Ohio
– -$3.33M -134,432 Closed
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
– -$3.25M -131,409 Closed
PWS
59
Peloton Wealth Strategists
Indiana
– -$3.06M -123,700 Closed
CM
60
Cornerstone Management
Georgia
– -$2.97M -119,905 Closed
RWM
61
Ritholtz Wealth Management
New York
– -$2.94M -118,952 Closed
SSB
62
Sandy Spring Bank
Maryland
– -$2.86M -115,640 Closed
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.76M -111,529 Closed
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
– -$2.74M -110,713 Closed
AWM
65
AE Wealth Management
Kansas
– -$2.72M -110,146 Closed
MAS
66
Madden Advisory Services
Florida
– -$2.69M -108,981 Closed
SCG
67
Sonata Capital Group
Washington
– -$2.58M -104,253 Closed
FIM
68
Freedom Investment Management
Connecticut
– -$2.55M -103,089 Closed
BPA
69
Beacon Pointe Advisors
California
– -$2.43M -98,201 Closed
GPA
70
Guidance Point Advisors
Massachusetts
– -$2.22M -90,020 Closed
Bank of New York Mellon
71
Bank of New York Mellon
New York
– -$2.12M -85,656 Closed
ACS
72
Archford Capital Strategies
Illinois
– -$2.06M -83,496 Closed
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$1.99M -80,600 Closed
JLBC
74
J.L. Bainbridge & Co
Florida
– -$1.96M -79,212 Closed
BFEC
75
Benjamin F. Edwards & Company
Missouri
– -$1.64M -66,122 Closed
1 2
3
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IBDM Hedge Fund Activity: Q4 2021 in Review

1 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2021, worth a combined $1.38M — down 100% from $885M a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of IBDM and 1 opened new positions — a net loss of 197 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $789K. The largest seller was Bank of America, exiting entirely with an estimated $133M sold.

  • 1 institutional investor held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2021, down from 201 in Q3 2021.
  • Funds reported $1.38M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2021, down 100% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2021 and 198 closed out, a net change of -197 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2021 was Kovitz Investment Group Partners, an estimated $789K added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2021 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.