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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161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.54%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$9.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$20.4M
4
Wells Fargo
4
Wells Fargo
California
$32.7M
5
Bank of America
5
Bank of America
North Carolina
$68.5M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.17M
3
AL
3
Aspiriant LLC
California
$3.08M
4
Jane Street
4
Jane Street
New York
$958K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$49K – – –
CAL
152
Capital Advisors Ltd
Ohio
$46K +$46K +1,840 New
SFS
153
Sowell Financial Services
Arkansas
$42K +$42K +1,675 New
SCA
154
Stonebridge Capital Advisors
Minnesota
$32K – – –
GEA
155
Glen Eagle Advisors
New Jersey
$31K – – –
BWA
156
BDO Wealth Advisors
Florida
$30K – – –
William Blair & Company
157
William Blair & Company
Illinois
$21K – – –
GRP
158
Global Retirement Partners
California
$21K +$21K +855 New
AF
159
Advisornet Financial
Minnesota
$20K – – –
VNA
160
Valley National Advisers
Pennsylvania
$16K – – –
GWAG
161
Garrett Wealth Advisory Group
Texas
$15.7K – – –
AWM
162
AllSquare Wealth Management
New York
$15K – – –
FRA
163
Front Row Advisors
California
$15K +$10K +400 +200%
OIA
164
Optimum Investment Advisors
Illinois
$12K – – –
ASN
165
Advisory Services Network
Georgia
$10K – – –
FAAS
166
First Allied Advisory Services
California
$9K – – –
SB
167
Strategic Blueprint
Georgia
$9K +$9K +353 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$8K +$8K +300 New
CYG
169
Clean Yield Group
Vermont
$7K – – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$6K +$6K +235 New
BlackRock
171
BlackRock
New York
$3K – – –
SIS
172
Sound Income Strategies
Florida
$2K -$872 -41 -30%
Baird Financial Group
173
Baird Financial Group
Wisconsin
– -$775K -31,090 Closed
IWC
174
Integrated Wealth Concepts
Massachusetts
– -$729K -29,232 Closed
RCAG
175
Rehmann Capital Advisory Group
Michigan
– -$600K -24,050 Closed
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