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 %
APP
126
Avantax Planning Partners
Iowa
$484K +$8.56K +342 +2%
IA
127
IFG Advisory
Georgia
$471K +$132K +5,287 +39%
BOPW
128
Brandywine Oak Private Wealth
Pennsylvania
$470K – – –
CIA
129
Covington Investment Advisors
Pennsylvania
$457K -$3.38K -135 -0.7%
MAS
130
Madden Advisory Services
Florida
$449K +$194K +7,760 +76%
Deutsche Bank
131
Deutsche Bank
Germany
$438K +$55.8K +2,224 +15%
CIM
132
Confluence Investment Management
Missouri
$436K -$791K -31,580 -64%
CAM
133
Claret Asset Management
Quebec, Canada
$414K – – –
PFWA
134
Paces Ferry Wealth Advisors
Georgia
$407K +$407K +16,230 New
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$391K -$215K – –
ST
136
Spinnaker Trust
Maine
$387K +$49.9K +1,995 +15%
SG
137
StoneX Group
New York
$369K +$114K +4,527 +44%
SWPG
138
Strategic Wealth Partners Group
Illinois
$366K +$89.3K +3,566 +32%
B
139
Bridgeworth
Alabama
$365K – – –
FRA
140
Front Row Advisors
California
$365K +$350K +14,000 +2,333%
BMM
141
Buffington Mohr McNeal
Idaho
$354K +$354K +14,115 New
MG
142
Mather Group
Illinois
$342K -$473K -18,857 -58%
FNBOSM
143
First National Bank of South Miami
Florida
$342K +$52.5K +2,096 +18%
SMC
144
Smith, Moore & Co
Missouri
$331K +$1.81K +72 +0.5%
RJT
145
Raymond James Trust
Florida
$315K +$315K +12,563 New
ABC
146
Associated Banc-Corp
Wisconsin
$310K +$80.3K +3,200 +35%
W
147
WealthStone
Ohio
$299K -$99.9K -3,987 -25%
RCA
148
Resonant Capital Advisors
Wisconsin
$281K -$21.1K -843 -7%
SWM
149
Segment Wealth Management
Texas
$280K +$19.7K +785 +8%
SI
150
Stephens Inc
Arkansas
$279K +$279K +11,150 New
4 5
6
7 8