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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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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

3% less funds holding

Funds holding: 206 → 199 (-7)

12% less capital invested

Capital invested by funds: $1.1B → $962M (-$135M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

43% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 86

58% less funds holding in top 10

Funds holding in top 10: 12 → 5 (-7)

Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.49%
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

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
3
Bank of America
Bank of America
North Carolina
+$4.86M
4
ADL
Asset Dedication LLC
California
+$3.95M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$51.4M
2
BWM
BerganKDV Wealth Management
Minnesota
-$30.9M
3
RJA
Raymond James & Associates
Florida
-$19.7M
4
AA
AlphaMark Advisors
Kentucky
-$11.6M
5
Jane Street
Jane Street
New York
-$7.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
151
WealthStone
Ohio
$296K – – –
SI
152
Stephens Inc
Arkansas
$277K – – –
WGCA
153
Wolf Group Capital Advisors
Virginia
$272K +$2.69K +108 +1%
CA
154
Cetera Advisors
Colorado
$270K – – –
TCCM
155
Timber Creek Capital Management
Massachusetts
$269K -$520K -20,914 -66%
FRA
156
Front Row Advisors
California
$263K -$99.5K -4,000 -27%
Wolverine Trading
157
Wolverine Trading
Illinois
$256K -$2.12M -85,415 -89%
NSB
158
Norway Savings Bank
Maine
$256K -$9.95K -400 -4%
RBC
159
Roble Belko & Company
Pennsylvania
$251K – – –
CAI
160
Capital Advisors Inc
Oklahoma
$251K +$251K +10,095 New
LWM
161
Laidlaw Wealth Management
New York
$249K – – –
BCPWM
162
Bradley & Co Private Wealth Management
Florida
$236K +$236K +9,502 New
CA
163
CGN Advisors
Kansas
$234K -$49.4K -1,988 -17%
BCM
164
Brookstone Capital Management
Illinois
$219K -$45.7K -1,839 -17%
PCG
165
Private Capital Group
Connecticut
$219K – – –
CC
166
Courier Capital
New York
$213K – – –
EWM
167
Echo Wealth Management
Minnesota
$211K – – –
FCA
168
FinTrust Capital Advisors
South Carolina
$211K – – –
BEI
169
Benjamin Edwards Inc
Missouri
$209K +$40.6K +1,632 +24%
KWM
170
Kingsview Wealth Management
Oregon
$209K +$209K +8,404 New
GWM
171
Geneos Wealth Management
Colorado
$203K +$124 +5 +0.1%
EVM
172
Eaton Vance Management
Massachusetts
$186K +$187K +7,500 New
4FG
173
4Thought Financial Group
New York
$160K +$160K +6,425 New
AC
174
AlphaCore Capital
California
$142K +$398 +16 +0.3%
AIC
175
Ameritas Investment Company
Nebraska
$129K +$130K +5,208 New
5 6
7
8 9

IBDM Hedge Fund Activity: Q1 2021 in Review

199 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q1 2021, worth a combined $962M — down 12% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IBDM and 19 opened new positions — a net loss of 4 holders — while 86 trimmed existing stakes and 49 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $11.3M. The largest seller was UBS Group, cutting an estimated $51.4M.

  • 199 institutional investors held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q1 2021, down from 206 in Q4 2020.
  • Funds reported $962M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q1 2021, down 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q1 2021 and 23 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $11.3M added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q1 2021 was UBS Group, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2021.