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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206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$67.9M
2
SIC
2
Sigma Investment Counselors
Michigan
$17.2M
3
PAG
3
Private Advisor Group
New Jersey
$7.99M
4
EWA
4
EP Wealth Advisors
California
$7.07M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$13.2M
2
AA
2
AlphaMark Advisors
Kentucky
$11.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.5M
4
TCOK
4
Trust Company of Kansas
Kansas
$7.27M
5
Ameriprise
5
Ameriprise
Minnesota
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$1.16M +$135K +5,402 +13%
APA
102
American Portfolios Advisors
New York
$1.13M – – –
CSPAM
103
Cary Street Partners Asset Management
Virginia
$1.1M +$1.1M +130,855 New
HPC
104
HM Payson & Co
Maine
$1.08M – – –
MMHP
105
Murphy Middleton Hinkle & Parker
Georgia
$1.03M -$22.5K -901 -2%
KCM
106
Kathmere Capital Management
Pennsylvania
$1.03M -$129K -5,192 -11%
AF
107
Arrow Financial
New York
$994K +$145K +5,813 +17%
MA
108
MONECO Advisors
Connecticut
$971K +$39.6K +1,587 +4%
RVPG
109
Relative Value Partners Group
$967K -$1.89M -75,867 -66%
PG
110
Patten Group
Tennessee
$927K +$16.6K +665 +2%
WFA
111
Wells Financial Advisors
Massachusetts
$922K +$922K +36,997 New
ACM
112
Advisors Capital Management
New Jersey
$899K +$899K +36,117 New
SG
113
StoneX Group
New York
$891K +$524K +21,046 +143%
ABC
114
Associated Banc-Corp
Wisconsin
$872K +$564K +22,645 +183%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$862K – – –
BAM
116
Belpointe Asset Management
Nevada
$855K +$855K +34,319 New
SFO
117
Stokes Family Office
Louisiana
$841K – – –
B
118
Bellecapital
Switzerland
$818K – – –
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$798K +$27.1K +1,089 +4%
Kovitz Investment Group Partners
120
Kovitz Investment Group Partners
Illinois
$795K -$6.23K -250 -0.8%
TCCM
121
Timber Creek Capital Management
Massachusetts
$791K -$147K -5,905 -16%
SG
122
Strid Group
Pennsylvania
$735K -$544K – –
RFC
123
Regions Financial Corp
Alabama
$729K – – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$722K – – –
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$702K – – –
3 4
5
6 7