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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149 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+18
Holders Change %
+13.74%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
28
Increased
71
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$13.4M
2
RJA
2
Raymond James & Associates
Florida
$23.4M
3
RW
3
RVW Wealth
California
$12.4M
4
UBS Group
4
UBS Group
Switzerland
$46.9M
5
GI
5
Gradient Investments
Minnesota
$14.6M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$5.34M
2
Stifel Financial
2
Stifel Financial
Missouri
$24.9M
3
RFO
3
RiverGlades Family Offices
Florida
$0
4
AL
4
Aspiriant LLC
California
$3.04M
5
NA
5
NewEdge Advisors
Louisiana
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67.3M 2,723,608 +130,190 +5%
UBS Group
2
UBS Group
Switzerland
$46.9M 1,896,135 +407,913 +27%
Morgan Stanley
3
Morgan Stanley
New York
$40.4M 1,633,152 +225,229 +16%
BWM
4
BerganKDV Wealth Management
Minnesota
$25.1M 1,013,462 +6,752 +0.7%
Stifel Financial
5
Stifel Financial
Missouri
$24.9M 1,005,417 -341,520 -25%
Wells Fargo
6
Wells Fargo
California
$24.8M 1,004,032 +73,500 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
– – – –
RJA
8
Raymond James & Associates
Florida
$23.4M 945,286 +515,010 +120%
CIM
9
Corda Investment Management
Texas
$21.4M 864,422 +18,900 +2%
US Bancorp
10
US Bancorp
Minnesota
$19.2M 775,076 +122,941 +19%
LPL Financial
11
LPL Financial
California
$15.7M 634,419 +186,490 +42%
BTS
12
BB&T Securities
Virginia
$15.5M 628,064 +53,355 +9%
GI
13
Gradient Investments
Minnesota
$14.6M 590,824 +274,566 +87%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$13.4M 543,412 +539,285 +13,067%
ACA
15
Aptus Capital Advisors
Alabama
$12.6M 508,821 +149,600 +42%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$12.5M 507,547 +37,327 +8%
RW
17
RVW Wealth
California
$12.4M 501,370 +501,370 New
MCM
18
MV Capital Management
Maryland
$10.8M 435,159 +210,527 +94%
SIC
19
Sigma Investment Counselors
Michigan
$9.29M 375,840 +124,604 +50%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.12M 369,017 -42,984 -10%
CIA
21
Capital Investment Advisors
Georgia
$9M 363,940 +31,082 +9%
LFS
22
Lutz Financial Services
Nebraska
$8.88M 359,361 +61,132 +20%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$8.54M 345,253 +40,041 +13%
CSA
24
Cottage Street Advisors
Massachusetts
$8.37M 338,375 +15,041 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.74M 313,054 +24,786 +9%
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