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 %
CA
151
Cetera Advisors
Colorado
$272K -$56.5K -2,255 -17%
WGCA
152
Wolf Group Capital Advisors
Virginia
$271K – – –
NSB
153
Norway Savings Bank
Maine
$268K +$20K +800 +8%
BCM
154
Brookstone Capital Management
Illinois
$268K +$24.3K +972 +10%
BEI
155
Benjamin Edwards Inc
Missouri
$259K +$28.6K +1,140 +12%
OMC
156
Old Mission Capital
Illinois
$255K -$430K -17,135 -63%
RBC
157
Roble Belko & Company
Pennsylvania
$253K – – –
LWM
158
Laidlaw Wealth Management
New York
$251K +$251K +10,000 New
FWM
159
Frontier Wealth Management
Missouri
$250K +$250K +9,984 New
GP
160
Geneva Partners
Wisconsin
$230K +$230K +9,197 New
CC
161
Courier Capital
New York
$225K -$84.1K -3,360 -27%
PCG
162
Private Capital Group
Connecticut
$221K – – –
GL
163
Graypoint LLC
New York
$219K – – –
JWCA
164
J.W. Cole Advisors
Florida
$216K +$216K +8,609 New
NA
165
NewEdge Advisors
Louisiana
$203K -$8.53K -341 -4%
CAI
166
Capital Advisors Inc
Oklahoma
$202K – – –
SFG
167
Sowa Financial Group
Rhode Island
$200K +$451 +18 +0.2%
AC
168
AlphaCore Capital
California
$142K +$778 +31 +0.6%
GWM
169
Geneos Wealth Management
Colorado
$138K -$13.1K -523 -9%
JHCP
170
Jackson Hole Capital Partners
Oklahoma
$123K – – –
FHA
171
Flagship Harbor Advisors
Massachusetts
$119K – – –
PB
172
Pinnacle Bancorp
Nebraska
$113K – – –
ASN
173
Advisory Services Network
Georgia
$75K +$75K +2,986 New
RIM
174
Rockbridge Investment Management
New York
$74K +$74K +2,969 New
PA
175
Parallel Advisors
California
$66K – – –
5 6
7
8 9