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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
LWM
151
Laidlaw Wealth Management
New York
– -$247K -10,000 Closed
FWM
152
Frontier Wealth Management
Missouri
– -$247K -9,984 Closed
FAIM
153
Financial Advocates Investment Management
Washington
– -$247K -9,974 Closed
WGCA
154
Wolf Group Capital Advisors
Virginia
– -$237K -9,577 Closed
BEI
155
Benjamin Edwards Inc
Missouri
– -$225K -9,097 Closed
CA
156
CGN Advisors
Kansas
– -$222K -8,996 Closed
PCG
157
Private Capital Group
Connecticut
– -$218K -8,811 Closed
RCA
158
Resonant Capital Advisors
Wisconsin
– -$216K -8,749 Closed
NSB
159
Norway Savings Bank
Maine
– -$215K -8,705 Closed
EIA
160
Eldridge Investment Advisors
New Hampshire
– -$213K -8,614 Closed
MIH
161
Meitav Investment House
Israel
– -$209K -8,448 Closed
KWM
162
Kingsview Wealth Management
Oregon
– -$204K -8,244 Closed
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
– -$202K -8,179 Closed
EVM
164
Eaton Vance Management
Massachusetts
– -$185K -7,500 Closed
GWM
165
Geneos Wealth Management
Colorado
– -$179K -7,271 Closed
FCA
166
FinTrust Capital Advisors
South Carolina
– -$180K -7,265 Closed
PPWM
167
PFG Private Wealth Management
Florida
– -$168K -6,790 Closed
BCPWM
168
Bradley & Co Private Wealth Management
Florida
– -$167K -6,769 Closed
AA
169
AlphaMark Advisors
Kentucky
– -$163K -6,583 Closed
GGI
170
Godsey & Gibb Inc
Virginia
– -$147K -5,950 Closed
AC
171
AlphaCore Capital
California
– -$142K -5,744 Closed
JHCP
172
Jackson Hole Capital Partners
Oklahoma
– -$107K -4,323 Closed
HI
173
Harbour Investments
Wisconsin
– -$102K -4,140 Closed
PB
174
Pinnacle Bancorp
Nebraska
– -$72K -2,914 Closed
TCCM
175
Timber Creek Capital Management
Massachusetts
– -$71K -2,890 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.