IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
TTWM
101
TCV Trust & Wealth Management
Virginia
$418K -$2.1K -85 -0.5%
MA
102
MONECO Advisors
Connecticut
$408K +$145K +5,882 +55%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$403K +$150K +6,081 +60%
DADC
104
D.A. Davidson & Co
Montana
$397K +$87.6K +3,541 +28%
AFC
105
AFT Forsyth & Company
Florida
$396K
W
106
WealthOne
New York
$381K +$381K +15,426 New
NG
107
Northstar Group
New York
$376K -$276K
CWS
108
Cypress Wealth Services
California
$373K +$74 +3 +0%
PGAM
109
Princeton Global Asset Management
New Jersey
$363K +$47.7K +1,933 +15%
WGCA
110
Wolf Group Capital Advisors
Virginia
$362K -$356K
PWS
111
Peloton Wealth Strategists
Indiana
$339K +$339K +13,700 New
SHCM
112
Stokes & Hubbell Capital Management
Louisiana
$315K +$315K +12,750 New
B
113
Bridgeworth
Alabama
$314K +$314K +12,707 New
CWM
114
Cornerstone Wealth Management
Missouri
$312K +$312K +6,937 New
PCP
115
Proficio Capital Partners
Massachusetts
$299K -$45.4K -1,840 -13%
CAM
116
Claret Asset Management
Quebec, Canada
$297K +$297K +12,000 New
SMC
117
Smith, Moore & Co
Missouri
$284K +$21.6K +872 +8%
ST
118
Spinnaker Trust
Maine
$283K +$283K +11,484 New
IWC
119
Integrated Wealth Concepts
Massachusetts
$281K +$281K +11,357 New
RBC
120
Roble Belko & Company
Pennsylvania
$250K
CCT
121
Country Club Trust
Missouri
$249K -$8.65K -350 -3%
VFA
122
Valeo Financial Advisors
Indiana
$248K
M&T Bank
123
M&T Bank
New York
$247K -$109K -4,405 -31%
SCP
124
Seizert Capital Partners
Michigan
$225K
CA
125
Cetera Advisors
Colorado
$224K