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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195 hedge funds and large institutions have $1.03B invested in iShares iBonds Dec 2021 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
23
Increased
86
Reduced
53
Closed
16
Calls
–
Puts
$382K
Net Calls
-$382K
Net Calls Change
-$382K

Top Buyers

1
OWP
1
Obermeyer Wealth Partners
Colorado
$20.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$54.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
KPWS
4
Kestra Private Wealth Services
Texas
$6.38M
5
KAS
5
Kestra Advisory Services
Texas
$6.12M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.02M
2
SIC
2
Sigma Investment Counselors
Michigan
$6.51M
3
EWA
3
EP Wealth Advisors
California
$0
4
Jane Street
4
Jane Street
New York
$9.19M
5
Ameriprise
5
Ameriprise
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$80.1M 3,199,549 +114,327 +4%
UBS Group
2
UBS Group
Switzerland
$75.7M 3,023,898 +51,120 +2%
Morgan Stanley
3
Morgan Stanley
New York
$59.7M 2,383,398 +117,247 +5%
ACA
4
Aptus Capital Advisors
Alabama
$54.5M 2,179,267 +554,534 +34%
Wells Fargo
5
Wells Fargo
California
$40.2M 1,604,765 +32,517 +2%
US Bancorp
6
US Bancorp
Minnesota
$35.2M 1,405,667 +60,399 +4%
Ameriprise
7
Ameriprise
Minnesota
$31.3M 1,248,242 -183,101 -13%
BWM
8
BerganKDV Wealth Management
Minnesota
$30.4M 1,214,002 +151,341 +14%
RJA
9
Raymond James & Associates
Florida
$28.8M 1,151,262 -24,414 -2%
LPL Financial
10
LPL Financial
California
$28.6M 1,140,312 +92,105 +9%
Truist Financial
11
Truist Financial
North Carolina
$26.6M 1,062,702 +49,510 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$25.1M 1,003,214 +271,112 +37%
CIM
13
Corda Investment Management
Texas
$23.1M 922,592 -3,538 -0.4%
AA
14
AlphaMark Advisors
Kentucky
$22.8M 908,589 +17,216 +2%
OWP
15
Obermeyer Wealth Partners
Colorado
$20.3M 810,847 +810,847 New
Stifel Financial
16
Stifel Financial
Missouri
$18.5M 737,185 -123,210 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16M 638,324 +53,638 +9%
RW
18
RVW Wealth
California
$15.9M 633,923 +71,118 +13%
MCM
19
MV Capital Management
Maryland
$15.8M 632,400 +10,106 +2%
SWP
20
Stratos Wealth Partners
Ohio
– – – –
FFA
21
Fragasso Financial Advisors
Pennsylvania
$15.1M 602,584 -3,320 -0.5%
MGIA
22
Matthew Goff Investment Advisor
Texas
$13.7M 547,405 -16,572 -3%
TCOK
23
Trust Company of Kansas
Kansas
$13.7M 547,166 +18,787 +4%
CTC
24
Central Trust Company
Missouri
$10.8M 429,592 +14,807 +4%
CIA
25
Capital Investment Advisors
Georgia
$10.7M 428,708 +39,849 +10%
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