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 %
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 -$518K -20,914 -66%
FRA
156
Front Row Advisors
California
$263K -$99.2K -4,000 -27%
Wolverine Trading
157
Wolverine Trading
Illinois
$256K -$2.12M -85,415 -89%
NSB
158
Norway Savings Bank
Maine
$256K -$9.94K -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 -$49.5K -1,988 -17%
BCM
164
Brookstone Capital Management
Illinois
$219K -$45.8K -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 +$186K +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 +$129K +5,208 New
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