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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149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$13.4M
2
RJA
2
Raymond James & Associates
Florida
$23.4M
3
UBS Group
3
UBS Group
Switzerland
$46.9M
4
GI
4
Gradient Investments
Minnesota
$14.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.4M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$5.34M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$24.9M
4
PAG
4
Private Advisor Group
New Jersey
$6M
5
RFO
5
RiverGlades Family Offices
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
76
Quest Capital Management
Texas
$1.03M +$594K +24,046 +135%
FAIM
77
Financial Advocates Investment Management
Washington
$1.01M -$49.2K -1,991 -5%
AA
78
AlphaMark Advisors
Kentucky
$986K +$56.5K +2,286 +6%
JLBC
79
J.L. Bainbridge & Co
Florida
$901K +$901K +36,511 New
CIC
80
Carnegie Investment Counsel
Ohio
$808K – – –
Baird Financial Group
81
Baird Financial Group
Wisconsin
$740K -$38.7K -1,564 -5%
BA
82
Boston Advisors
Massachusetts
$723K -$6.7K -271 -0.9%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$722K +$374K +15,114 +107%
APA
84
American Portfolios Advisors
New York
$701K +$30.2K +1,220 +4%
CBU
85
CIBC Bank USA
Illinois
$672K – – –
Jane Street
86
Jane Street
New York
$644K +$644K +26,047 New
FGAM
87
Financial Gravity Asset Management
Texas
$641K +$641K +26,004 New
ADL
88
Asset Dedication LLC
California
$601K +$531K +21,795 +763%
BHB
89
Bank Hapoalim BM
Israel
$598K -$622K – –
HPC
90
HM Payson & Co
Maine
$580K +$580K +23,450 New
ACS
91
Archford Capital Strategies
Illinois
$558K +$100K +4,053 +22%
BCM
92
Brookstone Capital Management
Illinois
$517K -$741K -29,960 -59%
AG
93
Advisor Group
Arizona
$496K +$178K +7,201 +56%
AA
94
Ancora Advisors
Ohio
$494K – – –
CBFP
95
Cedar Brook Financial Partners
Ohio
$492K +$421 +17 +0.1%
VAG
96
VisionPoint Advisory Group
Texas
$466K -$81.6K -3,300 -15%
APP
97
Avantax Planning Partners
Iowa
$451K -$264K -10,691 -37%
CIA
98
Covington Investment Advisors
Pennsylvania
$436K +$96.2K +3,895 +28%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$431K +$431K +17,440 New
HJA
100
Hugh Johnson Advisors
New York
$421K -$79K -3,197 -16%
2 3
4
5 6