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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206 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
26
Increased
85
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$67.9M
2
SIC
2
Sigma Investment Counselors
Michigan
$17.2M
3
PAG
3
Private Advisor Group
New Jersey
$7.99M
4
EWA
4
EP Wealth Advisors
California
$7.07M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$13.2M
2
AA
2
AlphaMark Advisors
Kentucky
$11.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.5M
4
TCOK
4
Trust Company of Kansas
Kansas
$7.27M
5
Ameriprise
5
Ameriprise
Minnesota
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AllSquare Wealth Management
New York
$12K – – –
OIA
202
Optimum Investment Advisors
Illinois
$12K – – –
CYG
203
Clean Yield Group
Vermont
$7K – – –
CIAS
204
Capital Investment Advisory Services
North Carolina
$7K – – –
KOCAA
205
Knights of Columbus Asset Advisors
Connecticut
$7K – – –
SIAG
206
Safeguard Investment Advisory Group
California
$6K +$6K +271 New
IA
207
IFP Advisors
Florida
$4K – – –
RG
208
Retirement Group
California
$2K -$9.44K -85 -83%
SIS
209
Sound Income Strategies
Florida
$2K – – –
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$1K -$19.6K -707 -95%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
– -$2.01M -80,123 Closed
WI
212
WrapManager Inc
California
– -$1.85M -74,015 Closed
Baird Financial Group
213
Baird Financial Group
Wisconsin
– -$1.25M -49,965 Closed
CIM
214
Confluence Investment Management
Missouri
– -$436K -17,414 Closed
BMM
215
Buffington Mohr McNeal
Idaho
– -$354K -14,115 Closed
MG
216
Mather Group
Illinois
– -$342K -13,640 Closed
RCA
217
Resonant Capital Advisors
Wisconsin
– -$281K -11,203 Closed
GP
218
Geneva Partners
Wisconsin
– -$230K -9,197 Closed
JWCA
219
J.W. Cole Advisors
Florida
– -$216K -8,609 Closed
CAI
220
Capital Advisors Inc
Oklahoma
– -$202K -8,045 Closed
FHA
221
Flagship Harbor Advisors
Massachusetts
– -$119K -4,787 Closed
VFA
222
Valeo Financial Advisors
Indiana
– -$40K -1,600 Closed
BlackRock
223
BlackRock
New York
– -$3K -134 Closed
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