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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161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.54%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$9.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$20.4M
4
Wells Fargo
4
Wells Fargo
California
$32.7M
5
Bank of America
5
Bank of America
North Carolina
$68.5M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.17M
3
AL
3
Aspiriant LLC
California
$3.08M
4
Jane Street
4
Jane Street
New York
$958K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
101
InterOcean Capital
Illinois
$652K +$652K +26,072 New
CIC
102
Carnegie Investment Counsel
Ohio
$622K – – –
HPC
103
HM Payson & Co
Maine
$586K – – –
BHB
104
Bank Hapoalim BM
Israel
$550K -$576K – –
AA
105
Ancora Advisors
Ohio
$500K – – –
CBFP
106
Cedar Brook Financial Partners
Ohio
$499K +$750 +30 +0.2%
APP
107
Avantax Planning Partners
Iowa
$477K +$900 +36 +0.2%
CIA
108
Covington Investment Advisors
Pennsylvania
$455K – – –
MML Investors Services
109
MML Investors Services
Massachusetts
$446K -$92.6K -3,699 -17%
BCM
110
Brookstone Capital Management
Illinois
$431K -$50.7K -2,029 -11%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$418K +$418K +16,726 New
FGAM
112
Financial Gravity Asset Management
Texas
$410K -$139K -5,567 -25%
CWS
113
Cypress Wealth Services
California
$405K +$20.1K +804 +5%
MA
114
MONECO Advisors
Connecticut
$404K -$9.37K -375 -2%
AFC
115
AFT Forsyth & Company
Florida
$400K – – –
B
116
Bridgeworth
Alabama
$364K – – –
SWM
117
Shakespeare Wealth Management
Wisconsin
$352K +$2.32K +93 +0.7%
TTWM
118
TCV Trust & Wealth Management
Virginia
$344K -$14.4K -575 -4%
ST
119
Spinnaker Trust
Maine
$336K – – –
DP
120
Dearborn Partners
Illinois
$332K +$332K +13,287 New
SMC
121
Smith, Moore & Co
Missouri
$322K -$18.5K -742 -5%
CA
122
Cetera Advisors
Colorado
$306K -$315K – –
CAM
123
Claret Asset Management
Quebec, Canada
$300K – – –
CC
124
Courier Capital
New York
$293K +$293K +11,700 New
EIA
125
Eldridge Investment Advisors
New Hampshire
$277K +$277K +11,108 New
3 4
5
6 7