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IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

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

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1 hedge funds and large institutions have $1.38M invested in iShares iBonds Dec 2021 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 198

100% less funds holding

Funds holding: 201 → 1 (-200)

100% less capital invested

Capital invested by funds: $885M → $1.38M (-$884M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
1
Holders Change
-200
Holders Change %
-99.5%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
198
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$789K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$133M
2
ACA
Aptus Capital Advisors
Alabama
-$61.9M
3
Morgan Stanley
Morgan Stanley
New York
-$49.8M
4
US Bancorp
US Bancorp
Minnesota
-$39M
5
Truist Financial
Truist Financial
North Carolina
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$795K +$789K +31,900 New
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$582K – – –
Bank of America
3
Bank of America
North Carolina
– -$133M -5,380,621 Closed
ACA
4
Aptus Capital Advisors
Alabama
– -$61.9M -2,505,011 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$49.8M -2,015,044 Closed
US Bancorp
6
US Bancorp
Minnesota
– -$39M -1,578,685 Closed
Truist Financial
7
Truist Financial
North Carolina
– -$27.6M -1,117,419 Closed
HighTower Advisors
8
HighTower Advisors
Illinois
– -$26.8M -1,083,299 Closed
LPL Financial
9
LPL Financial
California
– -$25.2M -1,018,745 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
– -$22.7M -919,726 Closed
Wells Fargo
11
Wells Fargo
California
– -$21.6M -872,620 Closed
CIM
12
Corda Investment Management
Texas
– -$20.7M -837,294 Closed
UBS Group
13
UBS Group
Switzerland
– -$19.7M -796,489 Closed
Ameriprise
14
Ameriprise
Minnesota
– -$18.2M -733,546 Closed
PSIWM
15
Paradigm Strategies in Wealth Management
Minnesota
– -$16.5M -665,413 Closed
RW
16
RVW Wealth
California
– -$16M -652,356 Closed
SIC
17
Sigma Investment Counselors
Michigan
– -$15.8M -639,242 Closed
MCM
18
MV Capital Management
Maryland
– -$13.6M -551,193 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$10.7M -433,122 Closed
CTC
20
Central Trust Company
Missouri
– -$10.3M -414,910 Closed
VVP
21
Venture Visionary Partners
Ohio
– -$10.1M -407,450 Closed
MFG
22
Merit Financial Group
Georgia
– -$9.79M -395,670 Closed
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
– -$9.71M -392,808 Closed
OWP
24
Obermeyer Wealth Partners
Colorado
– -$9.33M -377,454 Closed
RJA
25
Raymond James & Associates
Florida
– -$8.88M -359,271 Closed
1
2 3 4 5

IBDM Hedge Fund Activity: Q4 2021 in Review

1 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) for Q4 2021, worth a combined $1.38M — down 100% from $885M a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of IBDM and 1 opened new positions — a net loss of 197 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $789K. The largest seller was Bank of America, exiting entirely with an estimated $133M sold.

  • 1 institutional investor held iShares iBonds Dec 2021 Term Corporate ETF (IBDM) as of Q4 2021, down from 201 in Q3 2021.
  • Funds reported $1.38M of iShares iBonds Dec 2021 Term Corporate ETF stock for Q4 2021, down 100% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Dec 2021 Term Corporate ETF positions in Q4 2021 and 198 closed out, a net change of -197 holders.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF buyer in Q4 2021 was Kovitz Investment Group Partners, an estimated $789K added.
  • The largest iShares iBonds Dec 2021 Term Corporate ETF seller in Q4 2021 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.