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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149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$13.4M
2
RJA
Raymond James & Associates
Florida
$23.4M
3
UBS Group
UBS Group
Switzerland
$46.9M
4
GI
Gradient Investments
Minnesota
$14.6M
5
Morgan Stanley
Morgan Stanley
New York
$40.4M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
$5.34M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.2M
3
Stifel Financial
Stifel Financial
Missouri
$24.9M
4
PAG
Private Advisor Group
New Jersey
$6M
5
RFO
RiverGlades Family Offices
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$206K – – –
ATPW
127
Ashton Thomas Private Wealth
Arizona
$204K +$204K +8,254 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$132K +$132K +5,350 +535,000%
PB
129
Pinnacle Bancorp
Nebraska
$128K – – –
JHCP
130
Jackson Hole Capital Partners
Oklahoma
$121K – – –
BEI
131
Benjamin Edwards Inc
Missouri
$119K +$119K +4,824 New
IA
132
IFP Advisors
Florida
$100K -$601K -24,244 -86%
PA
133
Parallel Advisors
California
$97K – – –
NFG
134
Next Financial Group
Texas
$96K -$166K -6,710 -63%
NFH
135
NEXT Financial Holdings
Texas
$96K +$96K +3,878 New
GWM
136
Geneos Wealth Management
Colorado
$87K +$45.2K +1,835 +108%
TC
137
Trust Company
Kansas
$86K – – –
WF
138
WealthTrust Fairport
Ohio
$77K +$77K +3,100 New
FHA
139
Flagship Harbor Advisors
Massachusetts
$59K +$59K +2,400 New
PCG
140
Private Capital Group
Connecticut
$50K – – –
Bessemer Group
141
Bessemer Group
New Jersey
$34K +$34K +1,390 New
GEA
142
Glen Eagle Advisors
New Jersey
$30.7K – – –
BWA
143
BDO Wealth Advisors
Florida
$29K +$29K +1,183 New
CFGS
144
Concourse Financial Group Securities
Alabama
$26K – – –
AF
145
Advisornet Financial
Minnesota
$20K – – –
William Blair & Company
146
William Blair & Company
Illinois
$20K – – –
VNA
147
Valley National Advisers
Pennsylvania
$16K – – –
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$16K – – –
AWM
149
AllSquare Wealth Management
New York
$15K – – –
SIM
150
Sonora Investment Management
Arizona
$15K +$15K +603 New
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