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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98 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
49
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$38.2M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$9.16M
3
TWA
Tillar-Wenstrup Advisors
Ohio
$8.05M
4
Wells Fargo
Wells Fargo
California
$12M
5
MCM
MV Capital Management
Maryland
$5.25M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$22.3M
2
PAG
Private Advisor Group
New Jersey
$3.14M
3
Jane Street
Jane Street
New York
$0
4
BRWA
B. Riley Wealth Advisors
Florida
$660K
5
BCM
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46M +$4.94M +202,021 +12%
Stifel Financial
2
Stifel Financial
Missouri
$38.2M +$28.6M +1,169,649 +299%
CAI
3
Capital Advisors Inc
Oklahoma
$36.2M +$444K +18,145 +1%
BWM
4
BerganKDV Wealth Management
Minnesota
$23.7M +$2.42M +98,893 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$22.3M -$20.2M – –
Morgan Stanley
6
Morgan Stanley
New York
$21M +$2.75M +112,233 +15%
CIM
7
Corda Investment Management
Texas
$19.9M -$105K -4,308 -0.5%
UBS Group
8
UBS Group
Switzerland
$19.6M +$531K +21,704 +3%
UCFA
9
United Capital Financial Advisors
Texas
$13.8M +$161K +6,593 +1%
BTS
10
BB&T Securities
Virginia
$12.4M +$2.48M +101,484 +25%
Wells Fargo
11
Wells Fargo
California
$12M +$7.6M +310,503 +171%
US Bancorp
12
US Bancorp
Minnesota
$11.3M +$1.09M +44,452 +11%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$9.79M +$815K +33,291 +9%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$9.16M +$9.16M +374,152 +935,380%
TWA
15
Tillar-Wenstrup Advisors
Ohio
$8.05M +$8.05M +328,960 New
CIA
16
Capital Investment Advisors
Georgia
$7M +$1.03M +41,892 +17%
MGIA
17
Matthew Goff Investment Advisor
Texas
$6.11M +$521K +21,298 +9%
GA
18
Gateway Advisory
New Jersey
$5.63M +$54.7K +2,237 +1%
MCM
19
MV Capital Management
Maryland
$5.25M +$5.18M +211,737 +7,229%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.9M +$1.53M +62,368 +45%
LPL Financial
21
LPL Financial
California
$4.87M +$1.15M +47,172 +31%
CSA
22
Cottage Street Advisors
Massachusetts
$4.45M +$161K +6,590 +4%
CIM
23
Confluence Investment Management
Missouri
$4.44M +$4.44M +181,351 New
NA
24
NewEdge Advisors
Louisiana
$4.24M +$4.24M +173,928 New
CTC
25
Central Trust Company
Missouri
$4.2M +$1.36M +55,745 +48%
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