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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
CAAS
176
Capital Asset Advisory Services
Michigan
– -$65K -2,638 Closed
PA
177
Parallel Advisors
California
– -$65K -2,635 Closed
HPC
178
HM Payson & Co
Maine
– -$56K -2,250 Closed
TCM
179
TD Capital Management
Tennessee
– -$52K -2,083 Closed
RIM
180
Rockbridge Investment Management
New York
– -$44K -1,791 Closed
GEA
181
Glen Eagle Advisors
New Jersey
– -$30.7K -1,240 Closed
TF
182
TimeScale Financial
Massachusetts
– -$30K -1,230 Closed
CFGS
183
Concourse Financial Group Securities
Alabama
– -$27K -1,088 Closed
CAL
184
Capital Advisors Ltd
Ohio
– -$23K -920 Closed
GRP
185
Global Retirement Partners
California
– -$21K -855 Closed
FGAM
186
Financial Gravity Asset Management
Texas
– -$25K -642 Closed
SCA
187
Stonebridge Capital Advisors
Minnesota
– -$13K -542 Closed
OIA
188
Optimum Investment Advisors
Illinois
– -$12K -493 Closed
AWM
189
AllSquare Wealth Management
New York
– -$11K -465 Closed
GI
190
Gradient Investments
Minnesota
– -$10K -405 Closed
SFC
191
SYM Financial Corp
Indiana
– -$8K -320 Closed
CIAS
192
Capital Investment Advisory Services
North Carolina
– -$7K -300 Closed
NFG
193
Next Financial Group
Texas
– -$5K -188 Closed
IWA
194
IBEX Wealth Advisors
New Jersey
– -$4K -166 Closed
BlackRock
195
BlackRock
New York
– -$3K -140 Closed
JP Morgan Chase
196
JP Morgan Chase
New York
– -$1K -36 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.