IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

109 hedge funds and large institutions have $522M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
56
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
76
Cypress Wealth Services
California
$430K +$5.05K +207 +1%
BRWA
77
B. Riley Wealth Advisors
Florida
$429K -$197K -8,100 -32%
AFC
78
AFT Forsyth & Company
Florida
$390K
TTWM
79
TCV Trust & Wealth Management
Virginia
$388K -$18.8K -770 -5%
ACS
80
Archford Capital Strategies
Illinois
$373K +$69.5K +2,855 +23%
WGCA
81
Wolf Group Capital Advisors
Virginia
$356K -$369K
M&T Bank
82
M&T Bank
New York
$350K
PCP
83
Proficio Capital Partners
Massachusetts
$340K -$804K -33,000 -70%
DADC
84
D.A. Davidson & Co
Montana
$305K +$305K +12,515 New
RCAG
85
Rehmann Capital Advisory Group
Michigan
$267K +$132K +5,432 +98%
SMC
86
Smith, Moore & Co
Missouri
$256K +$1.39K +57 +0.5%
RBC
87
Roble Belko & Company
Pennsylvania
$246K
CCT
88
Country Club Trust
Missouri
$245K +$7.3K +300 +3%
VFA
89
Valeo Financial Advisors
Indiana
$244K
SIC
90
Sigma Investment Counselors
Michigan
$239K +$239K +9,805 New
B
91
Bridgeworth
Alabama
$234K -$234K -9,618 Closed
SCP
92
Seizert Capital Partners
Michigan
$222K
Creative Planning
93
Creative Planning
Kansas
$222K +$222K +9,113 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$206K -$805K -32,998 -80%
CAN
95
Cetera Advisor Networks
California
$202K
SPIA
96
Steward Partners Investment Advisory
New York
$165K
MWPCG
97
Measured Wealth Private Client Group
New Hampshire
$133K +$133K +5,500 New
AG
98
Advisor Group
Arizona
$130K +$51.6K +2,111 +66%
FGAM
99
Financial Gravity Asset Management
Texas
$107K +$74.2K +3,059 +226%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$99K -$60.1K -2,468 -38%