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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195 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
23
Increased
86
Reduced
53
Closed
16
Calls
–
Puts
$382K
Net Calls
-$382K
Net Calls Change
-$382K

Top Buyers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$20.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$54.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.3M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$30.4M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$15.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.92M
3
PAG
3
Private Advisor Group
New Jersey
$8.02M
4
SIC
4
Sigma Investment Counselors
Michigan
$6.51M
5
EWA
5
EP Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
101
Murphy Middleton Hinkle & Parker
Georgia
$1.06M -$251K -10,037 -19%
William Blair & Company
102
William Blair & Company
Illinois
$1.03M +$1.01M +40,150 +4,867%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$952K +$13.4K +535 +1%
TCCM
104
Timber Creek Capital Management
Massachusetts
$944K -$222K -8,850 -19%
MA
105
MONECO Advisors
Connecticut
$936K +$46.4K +1,851 +5%
PG
106
Patten Group
Tennessee
$916K +$20K +800 +2%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$867K -$18.3K -732 -2%
AF
108
Arrow Financial
New York
$854K +$184K +7,325 +27%
SFO
109
Stokes Family Office
Louisiana
$845K -$75.1K -3,000 -8%
B
110
Bellecapital
Switzerland
$823K – – –
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
$805K +$805K +32,150 New
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$775K -$13.5K -538 -2%
RFC
113
Regions Financial Corp
Alabama
$733K -$36.2K -1,444 -5%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$729K +$729K +28,975 New
CHAM
115
Clear Harbor Asset Management
Connecticut
$717K -$556K – –
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$706K +$481K +19,179 +213%
VCM
117
Vivaldi Capital Management
Illinois
$692K -$11.7K -468 -2%
W
118
WealthOne
New York
$662K +$476 +19 +0.1%
BII
119
Bainco International Investors
Massachusetts
$589K -$107K -4,250 -15%
CIC
120
Carnegie Investment Counsel
Ohio
$555K – – –
SG
121
Strid Group
Pennsylvania
$544K – – –
FMWA
122
Forvis Mazars Wealth Advisors
Missouri
$519K +$49.9K +1,992 +11%
MML Investors Services
123
MML Investors Services
Massachusetts
$518K -$6.19K -247 -1%
CBFP
124
Cedar Brook Financial Partners
Ohio
$503K +$627 +25 +0.1%
CTA
125
Chesley Taft & Associates
Illinois
$486K +$105K +4,200 +28%
3 4
5
6 7