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 %
MHS
76
M Holdings Securities
Oregon
$283K +$283K +11,567 New
BC
77
Burney Company
Virginia
$249K – – –
RBC
78
Roble Belko & Company
Pennsylvania
$248K – – –
PTCG
79
Pring Turner Capital Group
California
$248K +$248K +10,124 New
VFA
80
Valeo Financial Advisors
Indiana
$245K +$124K +5,062 +102%
CCT
81
Country Club Trust
Missouri
$241K +$241K +9,860 New
SCP
82
Seizert Capital Partners
Michigan
$223K +$223K +9,101 New
SMC
83
Smith, Moore & Co
Missouri
$220K +$220K +8,982 New
PA
84
Probity Advisors
Texas
$206K -$209K -8,410 Closed
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174K +$68.8K +2,806 +65%
ACS
86
Archford Capital Strategies
Illinois
$160K +$160K +6,454 New
PG
87
Patten Group
Tennessee
$118K – – –
SIS
88
Sound Income Strategies
Florida
$66K +$66K +2,688 New
IWM
89
IHT Wealth Management
Illinois
$48K – – –
GWM
90
Geneos Wealth Management
Colorado
$41K -$14.5K -600 -26%
LNB
91
Ledyard National Bank
$35K – – –
AG
92
Advisor Group
Arizona
$32K – – –
FGC
93
Financial Gravity Companies
Texas
$29K +$4.84K +200 +20%
FGAM
94
Financial Gravity Asset Management
Texas
$29K +$29K +1,199 New
AF
95
Advisornet Financial
Minnesota
$19K – – –
VNA
96
Valley National Advisers
Pennsylvania
$16K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$16K – – –
TC
98
Trust Company
Kansas
$13K +$9.51K +403 +272%
OIA
99
Optimum Investment Advisors
Illinois
$12K +$12K +473 New
MOS
100
MGO One Seven
Ohio
$12K +$12K +508 New
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