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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199 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.09%
New
19
Increased
49
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$78.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.4M
3
Bank of America
3
Bank of America
North Carolina
$90.4M
4
ADL
4
Asset Dedication LLC
California
$6.29M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$24.1M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$1.59M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.6M
4
RJA
4
Raymond James & Associates
Florida
$9.67M
5
SWP
5
Stratos Wealth Partners
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M -$24.9K -1,000 -1%
MAS
77
Madden Advisory Services
Florida
$1.85M -$684K -27,530 -27%
ACS
78
Archford Capital Strategies
Illinois
$1.83M +$147K +5,910 +9%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.71M +$478K +19,234 +39%
PWM
80
Praetorian Wealth Management
California
$1.59M -$282K -11,335 -15%
BWM
81
BerganKDV Wealth Management
Minnesota
$1.59M -$30.9M -1,242,412 -95%
HH
82
Hilltop Holdings
Texas
$1.53M +$1.53M +61,566 New
HCM
83
Harvey Capital Management
Florida
$1.53M -$258K -10,387 -14%
CHAM
84
Clear Harbor Asset Management
Connecticut
$1.52M +$1.52M +60,990 New
FAIM
85
Financial Advocates Investment Management
Washington
$1.38M -$60.6K -2,438 -4%
QCM
86
Quest Capital Management
Texas
$1.33M – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$1.3M -$3.97K -160 -0.3%
FPS
88
Fieldpoint Private Securities
Connecticut
$1.26M – – –
TC
89
Trust Company
Kansas
$1.22M +$7.48K +301 +0.6%
ECM
90
Exchange Capital Management
Michigan
$1.21M -$41.6K -1,676 -3%
William Blair & Company
91
William Blair & Company
Illinois
$1.18M +$22.3K +898 +2%
APA
92
American Portfolios Advisors
New York
$1.17M +$49.8K +2,005 +4%
CSPAM
93
Cary Street Partners Asset Management
Virginia
$1.16M +$20.2K +2,317 +2%
CCA
94
Childress Capital Advisors
Texas
$1.14M +$1.14M +45,700 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$1.13M -$937K -37,704 -45%
KCA
96
Karn Couzens & Associates
Connecticut
$1.1M -$62.1K -2,500 -5%
AFC
97
AFT Forsyth & Company
Florida
$1.08M -$298K -12,000 -22%
AF
98
Arrow Financial
New York
$1.07M +$73.8K +2,972 +7%
RVPG
99
Relative Value Partners Group
$1.02M +$59.6K +2,399 +6%
MA
100
MONECO Advisors
Connecticut
$969K +$373 +15 +0%
2 3
4
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