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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79 hedge funds and large institutions have $318M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
16
Increased
44
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$21.6M
2
CSA
2
Cottage Street Advisors
Massachusetts
$4.35M
3
BTS
3
BB&T Securities
Virginia
$10M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$9.09M
5
Bank of America
5
Bank of America
North Carolina
$41.7M

Top Sellers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.23M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$1.49M
5
BCM
5
Brookstone Capital Management
Illinois
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.7M 1,679,500 +140,976 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$36.2M 1,459,968 +46,602 +3%
BWM
3
BerganKDV Wealth Management
Minnesota
$21.6M 871,588 +871,588 New
CIM
4
Corda Investment Management
Texas
$20.3M 818,752 +7,007 +0.9%
HighTower Advisors
5
HighTower Advisors
Illinois
– – – –
UBS Group
6
UBS Group
Switzerland
$19.3M 779,542 +123,346 +19%
Morgan Stanley
7
Morgan Stanley
New York
$18.5M 745,474 +114,148 +18%
UCFA
8
United Capital Financial Advisors
Texas
$13.8M 555,630 +12,250 +2%
US Bancorp
9
US Bancorp
Minnesota
$10.4M 418,909 +42,517 +11%
BTS
10
BB&T Securities
Virginia
$10M 403,546 +150,301 +59%
Stifel Financial
11
Stifel Financial
Missouri
$9.71M 391,552 +22,290 +6%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$9.09M 366,708 +143,118 +64%
CIA
13
Capital Investment Advisors
Georgia
$6.05M 244,058 +14,166 +6%
MGIA
14
Matthew Goff Investment Advisor
Texas
$5.66M 228,227 +19,464 +9%
GA
15
Gateway Advisory
New Jersey
$5.65M 227,739 +2,655 +1%
Wells Fargo
16
Wells Fargo
California
$4.5M 181,469 +92,644 +104%
CSA
17
Cottage Street Advisors
Massachusetts
$4.35M 175,307 +175,307 New
LPL Financial
18
LPL Financial
California
$3.77M 152,004 +17,622 +13%
Mariner
19
Mariner
Kansas
$3.58M 144,471 +15,286 +12%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.42M 138,047 +22,510 +19%
CTC
21
Central Trust Company
Missouri
$2.87M 115,769 +115,769 New
MMHP
22
Murphy Middleton Hinkle & Parker
Georgia
$2.82M 113,770 +113,770 New
LIM
23
Leavell Investment Management
Alabama
$2.39M 96,400 +17,200 +22%
RJA
24
Raymond James & Associates
Florida
$2.39M 96,300 +32,828 +52%
LWM
25
Lyell Wealth Management
California
$2.39M 96,168 +3,255 +4%
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