IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

IBDM was delisted on the 15th of December, 2021.

105 hedge funds and large institutions have $463M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
14
Increased
54
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.2M 2,060,399 +178,878 +10%
Stifel Financial
2
Stifel Financial
Missouri
$39.1M 1,605,600 +44,399 +3%
CAI
3
Capital Advisors Inc
Oklahoma
$35M 1,434,848 -43,265 -3%
UBS Group
4
UBS Group
Switzerland
$26.4M 1,084,569 +283,323 +35%
BWM
5
BerganKDV Wealth Management
Minnesota
$24.1M 988,979 +18,498 +2%
Morgan Stanley
6
Morgan Stanley
New York
$23.7M 972,467 +114,760 +13%
HighTower Advisors
7
HighTower Advisors
Illinois
CIM
8
Corda Investment Management
Texas
$20.2M 827,757 +13,313 +2%
Wells Fargo
9
Wells Fargo
California
$16M 654,568 +162,596 +33%
US Bancorp
10
US Bancorp
Minnesota
$14.1M 579,625 +116,264 +25%
UCFA
11
United Capital Financial Advisors
Texas
$13.6M 557,541 -4,682 -0.8%
BTS
12
BB&T Securities
Virginia
$13.5M 553,512 +48,482 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.6M 477,067 +477,067 New
FFA
14
Fragasso Financial Advisors
Pennsylvania
$10.1M 412,965 +12,966 +3%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$9.22M 378,324 +4,132 +1%
TWA
16
Tillar-Wenstrup Advisors
Ohio
$8.27M 339,183 +10,223 +3%
CIA
17
Capital Investment Advisors
Georgia
$7.38M 302,666 +16,716 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.07M 248,988 +48,573 +24%
GA
19
Gateway Advisory
New Jersey
$5.82M 238,838 +8,862 +4%
CSA
20
Cottage Street Advisors
Massachusetts
$5.69M 233,408 +51,511 +28%
LPL Financial
21
LPL Financial
California
$5.57M 228,598 +29,422 +15%
MCM
22
MV Capital Management
Maryland
$5.26M 215,614 +948 +0.4%
Mariner
23
Mariner
Kansas
$4.63M 189,979 +21,405 +13%
CIM
24
Confluence Investment Management
Missouri
$4.53M 185,938 +4,587 +3%
CTC
25
Central Trust Company
Missouri
$4.22M 173,305 +1,791 +1%