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 %
PB
176
Pinnacle Bancorp
Nebraska
$122K – – –
JHCP
177
Jackson Hole Capital Partners
Oklahoma
$122K – – –
RIM
178
Rockbridge Investment Management
New York
$74K – – –
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$73K +$73K +2,924 New
CAAS
180
Capital Asset Advisory Services
Michigan
$66K – – –
PA
181
Parallel Advisors
California
$65K – – –
TCM
182
TD Capital Management
Tennessee
$51K +$148 +6 +0.3%
PP
183
Prosperity Planning
Missouri
$50K – – –
SNT
184
Security National Trust
West Virginia
$50K – – –
MWP
185
Meridian Wealth Partners
Pennsylvania
$46K +$150 +6 +0.3%
GEA
186
Glen Eagle Advisors
New Jersey
$30.8K – – –
TF
187
TimeScale Financial
Massachusetts
$30K +$98 +4 +0.3%
HI
188
Harbour Investments
Wisconsin
$29K +$29K +1,148 New
CFGS
189
Concourse Financial Group Securities
Alabama
$27K – – –
GI
190
Gradient Investments
Minnesota
$25K -$39.5K -1,572 -61%
CAL
191
Capital Advisors Ltd
Ohio
$23K – – –
GRP
192
Global Retirement Partners
California
$21K – – –
NFG
193
Next Financial Group
Texas
$20K -$17.3K -704 -46%
SCA
194
Stonebridge Capital Advisors
Minnesota
$13K +$13K +542 New
AWM
195
AllSquare Wealth Management
New York
$12K – – –
OIA
196
Optimum Investment Advisors
Illinois
$12K – – –
CIAS
197
Capital Investment Advisory Services
North Carolina
$7K – – –
KOCAA
198
Knights of Columbus Asset Advisors
Connecticut
$7K – – –
SIS
199
Sound Income Strategies
Florida
$2.41K – – –
SFS
200
Sowell Financial Services
Arkansas
$2K -$20.6K -885 -91%
5 6 7
8
9