IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

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

109 hedge funds and large institutions have $522M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
56
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.4M 2,110,074 +49,675 +2%
Stifel Financial
2
Stifel Financial
Missouri
$40.3M 1,653,828 +48,228 +3%
UBS Group
3
UBS Group
Switzerland
$34.2M 1,404,239 +319,670 +29%
CAI
4
Capital Advisors Inc
Oklahoma
$33.2M 1,364,256 -70,592 -5%
Morgan Stanley
5
Morgan Stanley
New York
$29.1M 1,194,430 +221,963 +23%
BWM
6
BerganKDV Wealth Management
Minnesota
$24.9M 1,020,097 +31,118 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
Ameriprise
8
Ameriprise
Minnesota
$22M 105,955 -27,766 -21%
CIM
9
Corda Investment Management
Texas
$20M 819,254 -8,503 -1%
Wells Fargo
10
Wells Fargo
California
$19.1M 782,528 +127,960 +20%
US Bancorp
11
US Bancorp
Minnesota
$15.6M 641,306 +61,681 +11%
BTS
12
BB&T Securities
Virginia
$14.4M 593,009 +39,497 +7%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$11.2M 461,961 +48,996 +12%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$9.33M 382,918 +4,594 +1%
UCFA
15
United Capital Financial Advisors
Texas
$8.47M 347,860 -209,681 -38%
LPL Financial
16
LPL Financial
California
$8.44M 346,455 +117,857 +52%
CIA
17
Capital Investment Advisors
Georgia
$7.74M 317,629 +14,963 +5%
TWA
18
Tillar-Wenstrup Advisors
Ohio
$7.69M 315,530 -23,653 -7%
MGIA
19
Matthew Goff Investment Advisor
Texas
$7.05M 289,551 +210,385 +266%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.38M 261,772 +12,784 +5%
CSA
21
Cottage Street Advisors
Massachusetts
$6.38M 261,763 +28,355 +12%
GA
22
Gateway Advisory
New Jersey
$6.1M 250,420 +11,582 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.64M 231,592 -245,475 -51%
NA
24
NewEdge Advisors
Louisiana
$5.56M 228,097 +35,990 +19%
MCM
25
MV Capital Management
Maryland
$5.29M 217,334 +1,720 +0.8%