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 $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
101
Ancora Advisors
Ohio
$499K
CBFP
102
Cedar Brook Financial Partners
Ohio
$497K +$773 +31 +0.2%
BCM
103
Brookstone Capital Management
Illinois
$480K -$40.8K -1,640 -8%
APP
104
Avantax Planning Partners
Iowa
$473K +$19.8K +798 +4%
CIA
105
Covington Investment Advisors
Pennsylvania
$454K +$14.2K +570 +3%
MA
106
MONECO Advisors
Connecticut
$412K +$648 +26 +0.2%
HJA
107
Hugh Johnson Advisors
New York
$410K -$14.8K -592 -3%
FPGK
108
Financial Partners Group (Kansas)
Kansas
$409K -$319K -12,808 -44%
AFC
109
AFT Forsyth & Company
Florida
$399K
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$393K
CWS
111
Cypress Wealth Services
California
$384K +$7.81K +313 +2%
SC
112
Savant Capital
Illinois
$381K +$381K +15,265 New
PGAM
113
Princeton Global Asset Management
New Jersey
$368K +$1.52K +61 +0.4%
B
114
Bridgeworth
Alabama
$363K +$46.4K +1,861 +15%
TTWM
115
TCV Trust & Wealth Management
Virginia
$358K -$63.6K -2,550 -15%
SWM
116
Shakespeare Wealth Management
Wisconsin
$349K +$349K +14,003 New
SMC
117
Smith, Moore & Co
Missouri
$340K +$53.3K +2,135 +19%
ST
118
Spinnaker Trust
Maine
$335K +$49.3K +1,980 +17%
CA
119
Cetera Advisors
Colorado
$315K -$224K
WGCA
120
Wolf Group Capital Advisors
Virginia
$308K -$362K
CAM
121
Claret Asset Management
Quebec, Canada
$299K
NFG
122
Next Financial Group
Texas
$264K +$167K +6,710 +173%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$253K +$237K +9,511 +1,463%
RJT
124
Raymond James Trust
Florida
$253K +$253K +10,159 New
RBC
125
Roble Belko & Company
Pennsylvania
$252K