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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188 hedge funds and large institutions have $913M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
4.15%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.38%
New
31
Increased
67
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$76.9M
2
Jane Street
2
Jane Street
New York
$11.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M
4
Ameriprise
4
Ameriprise
Minnesota
$33.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.11M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$258K
2
GI
2
Gradient Investments
Minnesota
$13.6M
3
Wells Fargo
3
Wells Fargo
California
$27.3M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$9.98M
5
AWM
5
Argent Wealth Management
Massachusetts
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$76.9M 3,117,674 +581,468 +23%
Bank of America
2
Bank of America
North Carolina
$73.9M 2,996,717 -108,179 -3%
Morgan Stanley
3
Morgan Stanley
New York
$52.8M 2,143,844 -131,399 -6%
Ameriprise
4
Ameriprise
Minnesota
$33.8M 1,371,571 +387,135 +39%
ACA
5
Aptus Capital Advisors
Alabama
$30M 1,218,558 +245,141 +25%
RJA
6
Raymond James & Associates
Florida
$29.1M 1,181,557 +34,423 +3%
Wells Fargo
7
Wells Fargo
California
$27.3M 1,106,144 -336,549 -23%
US Bancorp
8
US Bancorp
Minnesota
$26.8M 1,087,833 +84,953 +8%
LPL Financial
9
LPL Financial
California
$24.6M 998,685 +128,966 +15%
BWM
10
BerganKDV Wealth Management
Minnesota
$24.2M 981,806 -31,943 -3%
Truist Financial
11
Truist Financial
North Carolina
$24.2M 980,438 +110,684 +13%
AWM
12
Argent Wealth Management
Massachusetts
$23.2M 941,852 -221,890 -19%
CIM
13
Corda Investment Management
Texas
$22.2M 900,449 -25,842 -3%
Stifel Financial
14
Stifel Financial
Missouri
$20.9M 854,300 +137,378 +19%
MCM
15
MV Capital Management
Maryland
$15.5M 630,545 +86,195 +16%
MGIA
16
Matthew Goff Investment Advisor
Texas
$14.4M 585,162 -38,380 -6%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$14.3M 578,635 +21,171 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$14.3M 578,355 +182,937 +46%
GI
19
Gradient Investments
Minnesota
$13.6M 553,638 -456,692 -45%
TCOK
20
Trust Company of Kansas
Kansas
$13.3M 539,334 -58,374 -10%
SIC
21
Sigma Investment Counselors
Michigan
$13.3M 538,163 +13,421 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.9M 522,025 +51,890 +11%
RW
23
RVW Wealth
California
$12.3M 500,278 -83,998 -14%
SWP
24
Stratos Wealth Partners
Ohio
– – – –
Jane Street
25
Jane Street
New York
$11.5M 465,751 +465,751 New
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