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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195 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
23
Increased
86
Reduced
53
Closed
16
Calls
–
Puts
$382K
Net Calls
-$382K
Net Calls Change
-$382K

Top Buyers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$20.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$54.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.3M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$30.4M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$15.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.92M
3
PAG
3
Private Advisor Group
New Jersey
$8.02M
4
SIC
4
Sigma Investment Counselors
Michigan
$6.51M
5
EWA
5
EP Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$2.01M +$2.01M +80,123 New
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M -$10K -400 -0.5%
PWM
78
Praetorian Wealth Management
California
$1.94M -$50.2K -2,004 -3%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.92M -$12.4M – –
WI
80
WrapManager Inc
California
$1.85M +$451 +18 +0%
HCM
81
Harvey Capital Management
Florida
$1.81M +$151K +6,024 +9%
ACS
82
Archford Capital Strategies
Illinois
$1.7M +$203K +8,097 +14%
SPIA
83
Steward Partners Investment Advisory
New York
$1.46M +$1M +40,030 +221%
FAIM
84
Financial Advocates Investment Management
Washington
$1.45M -$23.6K -943 -2%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$1.37M -$419K -16,700 -23%
QCM
86
Quest Capital Management
Texas
$1.34M – – –
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.34M +$726K +28,972 +118%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.33M +$1.33M +53,064 New
AFC
89
AFT Forsyth & Company
Florida
$1.31M +$897K +35,800 +215%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$1.31M -$115K -4,581 -8%
AWM
91
Alterna Wealth Management
Texas
$1.3M -$304K -12,156 -19%
FPS
92
Fieldpoint Private Securities
Connecticut
$1.27M -$103K -4,112 -8%
ECM
93
Exchange Capital Management
Michigan
$1.26M -$24.7K -987 -2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.25M +$1.25M +49,965 New
AFIMH
95
American Family Insurance Mutual Holding
Wisconsin
$1.23M -$1.28M -51,000 -51%
TC
96
Trust Company
Kansas
$1.22M +$1.22M +48,746 New
Bank of New York Mellon
97
Bank of New York Mellon
New York
$1.22M +$144K +5,733 +13%
KCM
98
Kathmere Capital Management
Pennsylvania
$1.17M +$4.58K +183 +0.4%
APA
99
American Portfolios Advisors
New York
$1.13M +$30.1K +1,200 +3%
HPC
100
HM Payson & Co
Maine
$1.09M – – –
2 3
4
5 6