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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181 hedge funds and large institutions have $968M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
33
Increased
85
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$21.7M
2
Ameriprise
Ameriprise
Minnesota
$24.6M
3
CAI
Capital Advisors Inc
Oklahoma
$52.7M
4
UBS Group
UBS Group
Switzerland
$63.3M
5
Bank of America
Bank of America
North Carolina
$77.5M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$25.5M
2
SWP
Stratos Wealth Partners
Ohio
$9.74M
3
AL
Aspiriant LLC
California
$0
4
C
Clearshares
New York
$1.44M
5
OMC
Old Mission Capital
Illinois
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
126
Spinnaker Trust
Maine
$336K – – –
CTA
127
Chesley Taft & Associates
Illinois
$331K +$55K +2,200 +20%
CA
128
Cetera Advisors
Colorado
$315K -$306K – –
CC
129
Courier Capital
New York
$308K +$16.2K +650 +6%
CAM
130
Claret Asset Management
Quebec, Canada
$300K – – –
NFG
131
Next Financial Group
Texas
$274K +$9.61K +385 +4%
WGCA
132
Wolf Group Capital Advisors
Virginia
$270K -$271K – –
RJT
133
Raymond James Trust
Florida
$264K +$10.2K +409 +4%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$258K +$258K +10,351 New
IWC
135
Integrated Wealth Concepts
Massachusetts
$258K +$258K +10,326 New
TTWM
136
TCV Trust & Wealth Management
Virginia
$257K -$85.9K -3,450 -25%
RBC
137
Roble Belko & Company
Pennsylvania
$253K – – –
AA
138
Ancora Advisors
Ohio
$250K -$250K -10,000 -50%
VFA
139
Valeo Financial Advisors
Indiana
$250K – – –
CHAM
140
Clear Harbor Asset Management
Connecticut
$245K – – –
WAS
141
Wealth Advisory Solutions
Indiana
$238K +$238K +9,553 New
PPWM
142
PFG Private Wealth Management
Florida
$236K +$236K +9,472 New
IA
143
IFG Advisory
Georgia
$228K +$8.84K +355 +4%
SCP
144
Seizert Capital Partners
Michigan
$227K – – –
KA
145
Kovack Advisors
Florida
$222K +$222K +8,882 New
CCT
146
Country Club Trust
Missouri
$220K -$6.24K -250 -3%
PCG
147
Private Capital Group
Connecticut
$219K +$169K +6,805 +339%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$208K -$3.13K -125 -1%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$208K – – –
SFG
150
Sowa Financial Group
Rhode Island
$198K +$198K +7,933 New
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6
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