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IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

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

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1 hedge funds and large institutions have $1.38M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 198

100% less funds holding

Funds holding: 201 → 1 (-200)

100% less capital invested

Capital invested by funds: $885M → $1.38M (-$884M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
1
Holders Change
-200
Holders Change %
-99.5%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
198
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$789K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$133M
2
ACA
Aptus Capital Advisors
Alabama
-$61.9M
3
Morgan Stanley
Morgan Stanley
New York
-$49.8M
4
US Bancorp
US Bancorp
Minnesota
-$39M
5
Truist Financial
Truist Financial
North Carolina
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
101
Patten Group
Tennessee
– -$851K -34,425 Closed
WFA
102
Wells Financial Advisors
Massachusetts
– -$835K -33,757 Closed
B
103
Bellecapital
Switzerland
– -$813K -32,857 Closed
ABC
104
Associated Banc-Corp
Wisconsin
– -$810K -32,752 Closed
RFC
105
Regions Financial Corp
Alabama
– -$726K -29,338 Closed
SPIA
106
Steward Partners Investment Advisory
New York
– -$714K -28,864 Closed
CSA
107
Cottage Street Advisors
Massachusetts
– -$692K -28,000 Closed
SFO
108
Stokes Family Office
Louisiana
– -$692K -28,000 Closed
W
109
WealthOne
New York
– -$606K -24,489 Closed
VCM
110
Vivaldi Capital Management
Illinois
– -$601K -24,312 Closed
SG
111
StoneX Group
New York
– -$583K -23,588 Closed
RVPG
112
Relative Value Partners Group
– -$568K -22,982 Closed
ICG
113
InterOcean Capital Group
Tennessee
– -$547K -22,122 Closed
IAS
114
IMA Advisory Services
Colorado
– -$533K -21,545 Closed
MML Investors Services
115
MML Investors Services
Massachusetts
– -$532K -21,515 Closed
KCM
116
Kathmere Capital Management
Pennsylvania
– -$526K -21,250 Closed
CTA
117
Chesley Taft & Associates
Illinois
– -$519K -21,000 Closed
ACM
118
Advisors Capital Management
New Jersey
– -$502K -20,312 Closed
CIA
119
Covington Investment Advisors
Pennsylvania
– -$499K -20,192 Closed
AFIMH
120
American Family Insurance Mutual Holding
Wisconsin
– -$495K -20,000 Closed
BBW
121
Blue Barn Wealth
Utah
– -$488K -19,735 Closed
RCAG
122
Rehmann Capital Advisory Group
Michigan
– -$483K -19,522 Closed
APP
123
Avantax Planning Partners
Iowa
– -$480K -19,396 Closed
CBFP
124
Cedar Brook Financial Partners
Ohio
– -$444K -17,966 Closed
ST
125
Spinnaker Trust
Maine
– -$432K -17,467 Closed
3 4
5
6 7

IBDM Hedge Fund Activity: Q4 2021 in Review

1 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2021, worth a combined $1.38M — down 100% from $885M a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of IBDM and 1 opened new positions — a net loss of 197 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $789K. The largest seller was Bank of America, exiting entirely with an estimated $133M sold.

  • 1 institutional investor held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2021, down from 201 in Q3 2021.
  • Funds reported $1.38M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2021, down 100% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2021 and 198 closed out, a net change of -197 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2021 was Kovitz Investment Group Partners, an estimated $789K added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2021 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.