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 $752M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
16
Increased
87
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$39.8M
2
GI
2
Gradient Investments
Minnesota
$22.8M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$11.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$45.5M
5
UBS Group
5
UBS Group
Switzerland
$51.3M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$16.4M
2
SWP
2
Stratos Wealth Partners
Ohio
$5.34M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$4.68M
4
Bank of America
4
Bank of America
North Carolina
$63.9M
5
AL
5
Aspiriant LLC
California
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63.9M 2,564,234 -159,374 -6%
UBS Group
2
UBS Group
Switzerland
$51.3M 2,055,855 +159,720 +8%
Morgan Stanley
3
Morgan Stanley
New York
$45.5M 1,825,318 +192,166 +12%
CAI
4
Capital Advisors Inc
Oklahoma
$39.8M 1,595,088 +1,378,982 +638%
Wells Fargo
5
Wells Fargo
California
$27.3M 1,096,111 +92,079 +9%
BWM
6
BerganKDV Wealth Management
Minnesota
$25.4M 1,017,786 +4,324 +0.4%
HighTower Advisors
7
HighTower Advisors
Illinois
– – – –
RJA
8
Raymond James & Associates
Florida
$24.6M 985,260 +39,974 +4%
GI
9
Gradient Investments
Minnesota
$22.8M 913,568 +322,744 +55%
CIM
10
Corda Investment Management
Texas
$22M 883,827 +19,405 +2%
US Bancorp
11
US Bancorp
Minnesota
$19.9M 797,319 +22,243 +3%
LPL Financial
12
LPL Financial
California
$17.6M 705,054 +70,635 +11%
BTS
13
BB&T Securities
Virginia
$17.5M 701,000 +72,936 +12%
Stifel Financial
14
Stifel Financial
Missouri
$16.4M 660,329 -345,088 -34%
ACA
15
Aptus Capital Advisors
Alabama
$15M 601,253 +92,432 +18%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$14M 560,307 +16,895 +3%
RW
17
RVW Wealth
California
$13.9M 555,805 +54,435 +11%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$13.3M 531,683 +24,136 +5%
MCM
19
MV Capital Management
Maryland
$11.9M 477,815 +42,656 +10%
MGIA
20
Matthew Goff Investment Advisor
Texas
$11.8M 473,715 +193,856 +69%
SIC
21
Sigma Investment Counselors
Michigan
$10.5M 422,859 +47,019 +13%
CIA
22
Capital Investment Advisors
Georgia
$9.7M 389,093 +25,153 +7%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$8.98M 360,233 +14,980 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$8.76M 351,446 +38,392 +12%
LFS
25
Lutz Financial Services
Nebraska
$8.6M 345,066 -14,295 -4%
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