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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206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$67.9M
2
SIC
2
Sigma Investment Counselors
Michigan
$17.2M
3
PAG
3
Private Advisor Group
New Jersey
$7.99M
4
EWA
4
EP Wealth Advisors
California
$7.07M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$13.2M
2
AA
2
AlphaMark Advisors
Kentucky
$11.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.5M
4
TCOK
4
Trust Company of Kansas
Kansas
$7.27M
5
Ameriprise
5
Ameriprise
Minnesota
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
76
Northstar Group
New York
$2.35M -$2.27M – –
ADL
77
Asset Dedication LLC
California
$2.35M -$2.04K -82 -0.1%
FBB
78
Fulton Breakefield Broenniman
Maryland
$2.26M -$1.21M -48,515 -35%
JLBC
79
J.L. Bainbridge & Co
Florida
$2.26M +$210K +8,413 +10%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.08M +$776K +31,142 +60%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M +$39.9K +1,600 +2%
PWM
82
Praetorian Wealth Management
California
$1.88M -$47.1K -1,893 -2%
HCM
83
Harvey Capital Management
Florida
$1.79M -$6.75K -271 -0.4%
CIAS
84
CFS Investment Advisory Services
New Jersey
$1.77M +$1.77M +70,931 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$1.71M +$371K +14,903 +28%
ACS
86
Archford Capital Strategies
Illinois
$1.68M -$7.62K -306 -0.5%
FAIM
87
Financial Advocates Investment Management
Washington
$1.44M +$673 +27 +0%
CHAM
88
Clear Harbor Asset Management
Connecticut
$1.4M -$717K – –
AFC
89
AFT Forsyth & Company
Florida
$1.38M +$74.2K +2,980 +6%
QCM
90
Quest Capital Management
Texas
$1.34M – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.31M -$56.3K -2,262 -4%
FPS
92
Fieldpoint Private Securities
Connecticut
$1.26M – – –
ECM
93
Exchange Capital Management
Michigan
$1.26M – – –
AFIMH
94
American Family Insurance Mutual Holding
Wisconsin
$1.24M +$19.9K +800 +2%
SPIA
95
Steward Partners Investment Advisory
New York
$1.24M -$210K -8,431 -14%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$1.23M +$22.6K +907 +2%
TC
97
Trust Company
Kansas
$1.21M – – –
AWM
98
Alterna Wealth Management
Texas
$1.2M -$102K -4,082 -8%
KCA
99
Karn Couzens & Associates
Connecticut
$1.16M +$1.16M +46,645 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.16M +$210K +8,430 +22%
2 3
4
5 6