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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199 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.09%
New
19
Increased
49
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$78.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.4M
3
Bank of America
3
Bank of America
North Carolina
$90.4M
4
ADL
4
Asset Dedication LLC
California
$6.29M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$24.1M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$1.59M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$27.6M
4
RJA
4
Raymond James & Associates
Florida
$9.67M
5
SWP
5
Stratos Wealth Partners
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
126
Cypress Wealth Services
California
$558K +$12.8K +516 +2%
MML Investors Services
127
MML Investors Services
Massachusetts
$527K -$5.52K -222 -1%
IA
128
IFG Advisory
Georgia
$518K -$63.6K -2,560 -11%
CIA
129
Covington Investment Advisors
Pennsylvania
$510K +$31.1K +1,250 +6%
FMWA
130
Forvis Mazars Wealth Advisors
Missouri
$500K -$517K -20,737 Closed
MAG
131
Mayfair Advisory Group
Alabama
$499K +$499K +20,105 New
APP
132
Avantax Planning Partners
Iowa
$495K +$2.04K +82 +0.4%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$477K +$125K +5,012 +35%
IF
134
Ironwood Financial
Arizona
$469K -$2.06M -82,852 -81%
ST
135
Spinnaker Trust
Maine
$453K – – –
CBFP
136
Cedar Brook Financial Partners
Ohio
$446K +$174 +7 +0%
CAM
137
Claret Asset Management
Quebec, Canada
$440K – – –
KFAA
138
Klaas Financial Asset Advisors
Illinois
$439K -$11K -443 -2%
VNA
139
Valley National Advisers
Pennsylvania
$431K +$365K +14,690 +556%
Cerity Partners
140
Cerity Partners
New York
$414K +$414K +16,665 New
PFWA
141
Paces Ferry Wealth Advisors
Georgia
$403K – – –
CGFA
142
Colton Groome Financial Advisors
North Carolina
$400K +$400K +16,100 New
B
143
Bridgeworth
Alabama
$362K – – –
SWPG
144
Strategic Wealth Partners Group
Illinois
$329K – – –
CAN
145
Cetera Advisor Networks
California
$322K +$100K +4,026 +45%
RJT
146
Raymond James Trust
Florida
$312K – – –
MMHP
147
Murphy Middleton Hinkle & Parker
Georgia
$306K -$722K -29,051 -70%
AA
148
AlphaMark Advisors
Kentucky
$304K -$11.6M -466,061 -97%
SMC
149
Smith, Moore & Co
Missouri
$299K +$845 +34 +0.3%
BFA
150
Beaumont Financial Advisors
Massachusetts
$298K +$298K +12,000 New
4 5
6
7 8