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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
Cerity Partners
126
Cerity Partners
New York
– -$429K -17,362 Closed
AFC
127
AFT Forsyth & Company
Florida
– -$410K -16,580 Closed
PFWA
128
Paces Ferry Wealth Advisors
Georgia
– -$403K -16,308 Closed
VNA
129
Valley National Advisers
Pennsylvania
– -$402K -16,272 Closed
CGFA
130
Colton Groome Financial Advisors
North Carolina
– -$398K -16,100 Closed
B
131
Bridgeworth
Alabama
– -$360K -14,568 Closed
PCIA
132
Prime Capital Investment Advisors
Kansas
– -$358K -14,496 Closed
SWPG
133
Strategic Wealth Partners Group
Illinois
– -$355K -14,373 Closed
CA
134
Cetera Advisors
Colorado
– -$353K -14,292 Closed
ASN
135
Advisory Services Network
Georgia
– -$313K -12,649 Closed
CWS
136
Cypress Wealth Services
California
– -$312K -12,609 Closed
KFAA
137
Klaas Financial Asset Advisors
Illinois
– -$298K -12,044 Closed
BFA
138
Beaumont Financial Advisors
Massachusetts
– -$297K -12,000 Closed
CAN
139
Cetera Advisor Networks
California
– -$293K -11,857 Closed
SI
140
Stephens Inc
Arkansas
– -$276K -11,150 Closed
HH
141
Hilltop Holdings
Texas
– -$270K -10,903 Closed
FRA
142
Front Row Advisors
California
– -$262K -10,600 Closed
IF
143
Ironwood Financial
Arizona
– -$258K -10,452 Closed
4FG
144
4Thought Financial Group
New York
– -$257K -10,394 Closed
AA
145
Ancora Advisors
Ohio
– -$255K -10,320 Closed
RBC
146
Roble Belko & Company
Pennsylvania
– -$250K -10,119 Closed
SMC
147
Smith, Moore & Co
Missouri
– -$250K -10,112 Closed
FFA
148
Fragasso Financial Advisors
Pennsylvania
– -$248K -10,032 Closed
MAG
149
Mayfair Advisory Group
Alabama
– -$248K -10,017 Closed
HCM
150
Harvey Capital Management
Florida
– -$247K -10,000 Closed
4 5
6
7 8

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.