IBDM

iShares iBonds Dec 2021 Term Corporate ETF

Delisted

IBDM was delisted on the 15th of December, 2021.

199 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.09%
New
19
Increased
49
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$90.4M 3,638,303 +195,548 +6%
ACA
2
Aptus Capital Advisors
Alabama
$78.9M 3,176,866 +452,800 +17%
Morgan Stanley
3
Morgan Stanley
New York
$56M 2,252,549 -216,517 -9%
US Bancorp
4
US Bancorp
Minnesota
$38M 1,529,810 -46,875 -3%
LPL Financial
5
LPL Financial
California
$30.7M 1,236,694 +79,443 +7%
Wells Fargo
6
Wells Fargo
California
$29.7M 1,196,745 -280,607 -19%
HighTower Advisors
7
HighTower Advisors
Illinois
Truist Financial
8
Truist Financial
North Carolina
$27.5M 1,108,372 -25,281 -2%
UBS Group
9
UBS Group
Switzerland
$24.1M 971,594 -2,065,166 -68%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.4M 899,435 -155,149 -15%
CIM
11
Corda Investment Management
Texas
$22M 886,532 -34,290 -4%
Citadel Advisors
12
Citadel Advisors
Florida
$21.4M 860,477 +411,099 +91%
Ameriprise
13
Ameriprise
Minnesota
$20M 805,308 -233,704 -22%
RW
14
RVW Wealth
California
$19M 763,502 +70,116 +10%
PSIWM
15
Paradigm Strategies in Wealth Management
Minnesota
$16.7M 670,666 +670,666 New
SIC
16
Sigma Investment Counselors
Michigan
$16.6M 667,403 -23,942 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.7M 631,489 -48,464 -7%
SWP
18
Stratos Wealth Partners
Ohio
MCM
19
MV Capital Management
Maryland
$13.6M 547,428 -92,899 -15%
OWP
20
Obermeyer Wealth Partners
Colorado
$13.4M 538,015 -243,898 -31%
CTC
21
Central Trust Company
Missouri
$10.8M 433,920 +3,043 +0.7%
MFG
22
Merit Financial Group
Georgia
$10.4M 417,837 +67,954 +19%
MGIA
23
Matthew Goff Investment Advisor
Texas
$10.2M 411,453 -125,489 -23%
RJA
24
Raymond James & Associates
Florida
$9.67M 389,005 -791,683 -67%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$9.66M 388,626 +50,578 +15%