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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161 hedge funds and large institutions have $813M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
161
Holders Change
+12
Holders Change %
+8.05%
% of All Funds
3.54%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
25
Increased
72
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$9.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$20.4M
4
Wells Fargo
4
Wells Fargo
California
$32.7M
5
Bank of America
5
Bank of America
North Carolina
$68.5M

Top Sellers

1
AL
1
Aspiriant LLC
California
$3.08M
2
Jane Street
2
Jane Street
New York
$958K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$0
5
HCM
5
Harvey Capital Management
Florida
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$68.5M 2,741,733 +177,499 +7%
UBS Group
2
UBS Group
Switzerland
$54M 2,159,470 +103,615 +5%
Morgan Stanley
3
Morgan Stanley
New York
$53.1M 2,125,826 +300,508 +16%
CAI
4
Capital Advisors Inc
Oklahoma
$39.8M 1,595,088 – –
Wells Fargo
5
Wells Fargo
California
$32.7M 1,309,190 +213,079 +19%
RJA
6
Raymond James & Associates
Florida
$25.7M 1,028,603 +43,343 +4%
BWM
7
BerganKDV Wealth Management
Minnesota
$25.3M 1,012,172 -5,614 -0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
– – – –
GI
9
Gradient Investments
Minnesota
$23.4M 937,177 +23,609 +3%
CIM
10
Corda Investment Management
Texas
$23M 918,827 +35,000 +4%
US Bancorp
11
US Bancorp
Minnesota
$20.7M 829,163 +31,844 +4%
ACA
12
Aptus Capital Advisors
Alabama
$20.4M 815,963 +214,710 +36%
BTS
13
BB&T Securities
Virginia
$19.5M 779,545 +78,545 +11%
LPL Financial
14
LPL Financial
California
$19.3M 772,647 +67,593 +10%
Stifel Financial
15
Stifel Financial
Missouri
$17.9M 716,924 +56,595 +9%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$15.8M 632,780 +72,473 +13%
MGIA
17
Matthew Goff Investment Advisor
Texas
$14.5M 578,537 +104,822 +22%
RW
18
RVW Wealth
California
$13.5M 538,078 -17,727 -3%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$13.4M 535,134 +3,451 +0.6%
MCM
20
MV Capital Management
Maryland
$12.7M 506,970 +29,155 +6%
SIC
21
Sigma Investment Counselors
Michigan
$11.8M 471,395 +48,536 +11%
CIA
22
Capital Investment Advisors
Georgia
$9.79M 391,688 +2,595 +0.7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.56M 382,166 +68,406 +22%
PAG
24
Private Advisor Group
New Jersey
$9.07M 362,745 +362,745 New
TWA
25
Tillar-Wenstrup Advisors
Ohio
$8.98M 358,988 -1,245 -0.3%
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