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 %
GI
176
Gradient Investments
Minnesota
$64K -$41.8K -1,676 -39%
TCM
177
TD Capital Management
Tennessee
$51K +$273 +11 +0.5%
SNT
178
Security National Trust
West Virginia
$50K – – –
SFSG
179
Stearns Financial Services Group
North Carolina
$50K +$274 +11 +0.6%
MWP
180
Meridian Wealth Partners
Pennsylvania
$46K +$253 +10 +0.6%
VFA
181
Valeo Financial Advisors
Indiana
$40K -$1.42M -56,688 -97%
NFG
182
Next Financial Group
Texas
$38K +$38K +1,507 New
KPCM
183
Kings Point Capital Management
New York
$37K +$37K +1,459 New
GEA
184
Glen Eagle Advisors
New Jersey
$31.1K – – –
TF
185
TimeScale Financial
Massachusetts
$30K -$15.2K -613 -34%
CFGS
186
Concourse Financial Group Securities
Alabama
$27K – – –
CAL
187
Capital Advisors Ltd
Ohio
$23K – – –
CAAS
188
Capital Asset Advisory Services
Michigan
$23K – – –
SFS
189
Sowell Financial Services
Arkansas
$22K – – –
GRP
190
Global Retirement Partners
California
$21K – – –
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$19K +$19K +743 New
VNA
192
Valley National Advisers
Pennsylvania
$16K – – –
OIA
193
Optimum Investment Advisors
Illinois
$12K – – –
AWM
194
AllSquare Wealth Management
New York
$12K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$8K – – –
KOCAA
196
Knights of Columbus Asset Advisors
Connecticut
$7K -$61K -2,371 -90%
CYG
197
Clean Yield Group
Vermont
$7K – – –
IA
198
IFP Advisors
Florida
$4K – – –
BlackRock
199
BlackRock
New York
$3K – – –
RG
200
Retirement Group
California
$3K – – –
5 6 7
8
9